Schedule Meetings Route Leads Sync Outlook
Schedule Meetings Route Leads Sync Outlook
Schedule Meetings Route Leads Sync Outlook

Effortlessly. Seamlessy. 100% natively in Salesforce with Sync365 for Salesforce.

Effortlessly. Seamlessy. 100% natively in Salesforce with Sync365 for Salesforce.

Try Sync365 Free on AppExchange

Try Sync365 Free on AppExchange

Try Sync365 Free

Try Sync365 Free

Schedule a Demo

Schedule a Demo

Schedule

Meetings. Webinars. Events.

Advanced meeting scheduler

Automate scheduling for 1:1 or collective team meetings that sync with real-time Outlook and Salesforce calendar availability.

Webinar & event management

Go beyond meetings. Schedule and allow registration for large scale webinars and events.

Meeting templates

Create predefine meeting templates with custom fields and share scheduling links.

Round-robin leads

Automatically create and route meeting leads based on account ownership, priority, or even distribution rules for fair and instant assignment across your sales team

Embeddable scheduler

Embed scheduling links in emails, websites, or chatbots.

Brand theming

Easily customize meeting scheduler UI and event invitations to precisly match your brand with granular detail.

Responsive layout

Fully responsive layout, ensuring a mobile and desktop friendly experience that makes scheduling easy, anywhere, anytime.

Route

Qualify. Route. Protect

Routing forms

Create routing forms with custom fields to request information such as email, territory, industry or company size.

Qualify leads

Create logic to automatically qualify leads before allowing meeting scheduling based on routing form responses.

Round-Robin lead routing

Create logic to automatically direct leads to the right account owner or team based on routing form responses.

Notifications

Receive real-time Salesforce notifications for new lead assigments

sync

Secure. Outlook. Teams.

Sync365

All emails

Search subject, body, attachments

Search Outlook

Re: Product Demo

Thanks Sarah, I look forward to it! Mike
Inbox

Product Demo

Sent Items

View in Outlook

Import

Hi Mike,

Your 30 minute product demo meeting is scheduled.


Join Teams Meeting

Join Teams Meeting

Reschedule

Reschedule


Best regards,

Sarah

Search Outlook email

Re: Product Demo

Inbox
Thanks Sarah, I look forward to it! Mike

Product Demo

Sent Items

View in Outlook

Import

Hi Mike,

Your 30 minute product demo meeting is scheduled.


Join Teams Meeting

Join Teams Meeting

Reschedule

Reschedule


Best regards, Sarah

Automatic email Import

Automatically (or manually) import Outlook emails directly to Salesforce including emails from shared mailboxes, while taking into account exclusion rules.

Calendar sync

Keep Salesforce and Outlook calendars perfectly aligned. Automatically sync events and prevent scheduling conflicts.

Teams meeting links

Automatically generate Microsoft Teams meeting links and include in branded invitation templates.

HIPAA & GDPR compliant

100% Salesforce native architecture means data stays within your trusted Salesforce and Microsoft clouds, meeting the strictest global compliance standards.

Built to automate your workflow, boost productivity, and reclaim your team’s time
Built to automate your workflow, boost productivity, and reclaim your team’s time

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.

Try for 30 days

It's free