With the Email Sync Wizard, Salesforce users can quickly create new leads or contacts from email addresses not yet in Salesforce.
NEW YORK, April 15, 2022 /PRNewswire/ — Saving time for Salesforce users has always been the primary goal of Match My Email. Using technology, Match My Email takes the responsibility of manually logging email from the shoulders of Salesforce users. However, if a prospect was not yet in Salesforce, users had to do a lot of manual work to create it. Until now…
To help users easily turn their emails into new Salesforce records, we’re excited to introduce Match My Email’s Email Sync Wizard.
Recommended list of tracks on the Home tab. The Email Sync Assistant is a Lightning web component for the Salesforce homepage. In this prominent location, users can see people they’ve communicated with who don’t match a record in Salesforce. With two clicks, a user can create a new lead or contact in Salesforce to ensure their database is up to date.
Instantly create new leads or contacts for email addresses with auto-populated fields. The speed of data entry is possible because the email synchronization wizard initially presents a compressed form in which fields such as first name, last name and email address are filled in automatically. Users can expand the form if they want to fill in more required fields in the Lead or Contact page layout. They can also use information in the email, such as an email signature, to populate field data.
Easily ignore or ignore email addresses that shouldn’t be in Salesforce. People who don’t need to be added to Salesforce can be added to the user’s personal Ignore list in Match My Email or rejected until a later decision can be made. This makes it easy and quick for users to deal with spam or unnecessary people and make sure they have the data they want in Salesforce.
The Email Sync Wizard is now available to all Match My Email customers. Follow our Email Sync Wizard upgrade guide here to install yourself or contact support at [email protected] for help with setup. If you are not yet a customer, schedule a demo today to see how Match My Email can help your organization.
About Match My Email. Match My Email automatically syncs email and calendar in Salesforce without clicking a button. If you need permanent data in Salesforce and email reporting, our Salesforce email integration is the alternative to Einstein activity capture. Our company is employee owned and our team treats every customer as a top priority, from sales to support.
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