Schedule
Meetings. Webinars. Events
Advanced meeting scheduler
Automate 1:1 or collective team meeting scheduling with real-time Outlook and Salesforce calendar sync.
Meeting templates
Create templates with meeting details and custom fields to capture the exact information required and share unique scheduling links.
Webinar & event management
Go beyond meetings. Schedule and allow registration for large scale webinars and events.
Automatic lead creation
Automatically link new meetings to existing contacts or create new meeting leads and assign to a specific team member or distribute across your team based on priority or even distribution rules.
Easy embedding
Seamlessly integrate meeting scheduler into your website, emails or live chat to enable frictionless meeting scheduling wherever your customers engage.
Precision branding
Maintain a seamless brand experience across every attendee interaction with fully customizable meeting scheduler and event invitations.
Fully responsive layout
Mobile and desktop friendly layout experience that ensures easy scheduling, anywhere, anytime.
Route
Qualify. Connect. Protect
Routing forms
Create forms with custom fields to request exact information required for smart routing logic processing, such as email, territory, industry or company size.
Automated lead qualification
Implement smart logic to instantly qualify leads before allowing meeting scheduling, based on routing form responses, ensuring your team only spends time on applicable opportunities.
Automated lead routing
implement smart logic based on routing form responses to instantly direct leads to their existing account owner or specific round-robin distribution team.
Real-Time alerts
Keep your team ahead of the curve with instant Salesforce notifications for new lead assignments to ensure rapid follow-up.
sync
Outlook. Calendar. Emails
Email import
Automatically import Outlook emails directly to Salesforce (including emails from shared mailboxes), or manually handpick specific messages to import for precision record keeping.
Precision calendar sync
Keep Salesforce and Outlook calendars perfectly aligned with real-time updates that automatically prevent scheduling conflicts.
Teams meeting links
Automatically generate Microsoft Teams meeting links and embed directly into your branded invitation templates for a streamlined professional experience.
HIPAA & GDPR compliant
100% Salesforce native architecture means data stays within your trusted Salesforce and Microsoft clouds, meeting the strictest global compliance standards.
Everything needed to manage your Salesforce and Microsoft Outlook meetings and emails in one place. Sync365 does the admin work, so your team can focus on sales work and building better customer relationships.
Start for free today
Experience for yourself the power of Sync365 to streamline your workflow.
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