Create Salesforce Leads from Emails with Match My E mail

Final Up to date on June 27, 2022 by Rakesh Gupta

Match My E mail provides one other function that Einstein Exercise Seize lacks.

For those who ask B2B patrons what their most well-liked technique of communication is, 62% pick email. Now, have a look at your group: how do they convey with prospects? Likelihood is, you’ll discover that almost all of your gross sales conversations happen over e-mail, too. And it’s all effectively and good till you need to replace Salesforce information.

Although Salesforce is a strong answer, it’s not with out its faults. Offsite knowledge storage, app conflicts, days wasted making an attempt to make Einstein Exercise Seize truly seize e-mail leads. You may’t assist however to marvel: shouldn’t there be a better approach to create Salesforce leads and duties from emails? why doesn’t Salesforce simply allow us to robotically create leads from emails?

Luckily, there’s an environment friendly approach to create Salesforce leads and contacts from emails. No leads left in your inbox. No clocking in extra time at any time when a workflow breaks.

It’s time you met Match My Email.

Match My Email captures and syncs your emails to Salesforce information. And with the new Email Sync Assistant, you’ll have extra management over incoming emails from new senders. In the event that they’re a lead, merely add them as a Salesforce contact and hold monitoring interactions.

Completely Retailer Emails in Salesforce

In contrast to Einstein Exercise Seize (EAC), which shops the whole lot on AWS servers and deletes e-mail information after six months, Match My E mail completely shops emails in Salesforce.

Match My E mail provides your information on to Salesforce, permitting you to retain them for so long as potential. And with Match My E mail’s Salesforce Gmail integration and Salesforce Outlook integration, you don’t even have so as to add one other job to your to-do listing.

See the Complete Image in Normal Reviews

There’s no means round it: if you happen to can’t see it, you’ll be able to’t enhance it. And in Gross sales Ops, you want full visibility to grasp your productiveness.

The issue is that, once you create contacts in your e-mail shopper, EAC shops them on a unique server. You continue to have the knowledge, however it received’t be in normal reviews. A hardworking Salesforce admin could possibly insert the e-mail information (saved off the principle server) into the report for a clearer image, however you continue to received’t know how your group is assembly targets

Match My E mail closes the visibility hole by making a tighter connection between the significant e-mail conversations and Salesforce. You’ll get your normal Salesforce reporting – even on emails.

Management Your Salesforce Knowledge with Match My E mail’s E mail Sync Assistant

Inbound messages that aren’t directed at your gross sales group add up. If EAC qualifies them as leads, admins should catch them, or they’ll find yourself within the reviews. And with duplicate information (one other one among EAC’s quirks), reporting can turn into inaccurate.

Match My E mail ignores emails that shouldn’t be in Salesforce. You and your group can block e-mail addresses, arrange customized guidelines, and make sure the reviews are crystal clear.

Much less Admin Work, Increased Productiveness

Every time we add a brand new workflow in hopes of bettering Salesforce’s in-built sync, we additional decelerate our groups. Match My E mail reduces your group’s admin work in order that you should use Salesforce for its meant goal: to construct relationships together with your prospects.

An app like Match My E mail has the potential to boost your team’s productivity by 34%. We see gross sales groups expertise a 15% productiveness improve after they begin C and calendar data by means of Match My E mail.

Step 1. Add the E mail Sync Assistant

For the reason that E mail Sync Assistant is a Salesforce Lightning Net part, you’ll be able to simply add it to your Salesforce dashboard.

Step 2. Automated Matching and Exceptions

Arrange sync guidelines based on your preferences. Then, E mail Sync Assistant catches all leads that aren’t related to a contact already. It auto-populates the primary title, final title, e-mail deal with, and Account fields (in the event that they exist within the system). Your salespeople simply should log out on it.

Step 3. Lead Data Stays Up-to-Date

When new emails and actions come up, your Salesforce data will likely be up to date robotically. Neglect manually logging communications from e-mail with leads and contacts. That data is robotically synced to Salesforce with Match My E mail.

Step 4. Customise Match My E mail to Your Workflow

Match My E mail helps workflows that work in your group. You may set them up your self or join with our 5-star-rated help group.

Salesforce Integration with E mail Companies

Sync your e-mail and calendar data with Salesforce no matter your e-mail shopper:

  • Salesforce Gmail integration
  • Salesforce Outlook integration
  • Different e-mail shoppers

Salesforce is a unbelievable CRM. However that you must put in additional hours to wash up and confirm lead knowledge, leading to quite a lot of frustration. Match My E mail has spent the previous 10+ years serving to gross sales professionals get extra out of Salesforce, securely (zero knowledge breaches) and rapidly (quick migration).

👉 For those who’re prepared to extend your productiveness and reduce handbook admin work, schedule your live demo.

Say goodbye to band-aid options. It’s time to match your emails!


Sam Broda is the VP of Gross sales and Advertising and marketing at Match My E mail, an ISV companion on Salesforce’s AppExchange. Match My E mail has been listed on the AppExchange for over ten years and makes a speciality of e-mail and calendar integration for Salesforce.

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