Yesware

Salesforce integration

Learn how to easily get these products talking to each other or browse from a network of Freelancers with a specific expertise in Salesforce integrations.

Yesware

Salesforce Integration Guide

Salesforce is considered to be one of the most powerful SaaS tools based on the ease of integrating it to the rest of your systems environment.

This provides what Salesforce refers to as the '360 Degree Customer View'.

By integrating Salesforce with other applications across teams and divisions, companies have unrivaled visibility and data insights.

Yesware

to Salesforce

Salesforce to

Yesware

FoundHQ is a Salesforce Freelancers Marketplace featuring 650+ Salesforce Contractors.

What is

Yesware

?

Yesware is your all-in-one sales toolkit that gives you everything you need to prospect, schedule meetings, and follow up - right from your inbox.

Yesware

Integration Guides

Depending on the complexity of your Salesforce environment, you may have several options for how you integrate new tools.

More straightforward integrations can be done using 'no code' integration platforms like Zapier, while larger scale orgs may involve custom development and the use of APIs.

Here are the options for this specific product!

Salesforce to Yesware Integration

Yesware integrates with Salesforce, automatically syncing your email activity with your CRM and putting valuable insights and relationship-building tools right into your Gmail or O365 inbox.

Set your data entry to auto-pilot

Yesware automatically syncs your email data and activity to Salesforce, even when you’re on mobile (thanks to Background Sync). You can say goodbye to manual data entry for good. Summary Task Logging can reduce your data footprint and make reports easier to read.

Find fresh insights with Salesforce reporting

Combine your Yesware email data with Salesforce’s robust reporting features to slice and dice by important metrics – like open and reply rate – and sort by Contact. Gauge your performance and find new ways to improve your outreach.

Read on ...

Yesware Salesforce Integration Guide

Since 2012, Yesware has offered a dedicated Salesforce two-way integration allowing users to create tasks, contacts, and reports simultaneously in both platforms. Microsoft, Salesforce, and others have awarded Yesware as a top productivity platform for salespeople thanks to the increased productivity it unlocks via dedicated integrations. 


Find out why 800,000 users trust Yesware. Get started with our Salesforce Yesware Integration Guide to see just how productive your sales team can be.

Using Zapier to integrate

Yesware

How to integrate with Salesforce using Zapier.

Browse the self-serve guide for using Zapier to integrate with Salesforce!

Read more

What is Zapier?

Zapier makes it easy to integrate apps like Salesforce, Intuit, Google, and Dropbox, to move data between them automatically!

Read more
Learn More

Uh oh! It doesn't look like this product has a Zapier integration with Salesforce.

Don't worry, Zapier is typically the default integration method for non-Developers but you can still integrate with Salesforce using a bit of technical experience.

You can Hire an Integration Expert on FoundHQ.
Sign up to browse 650+ Salesforce Freelancers that can help.

Yesware

Salesforce AppExchange

Yesware Salesforce Integration

Yesware is a complete sales toolkit that helps you manage your sales funnel right from your Gmail and Outlook inbox. With Yesware's automated Salesforce Sidebar, users can sync all sales email interaction, email opens, email replies, email link clicks, calls, and presentation from your inbox.

Features

  • Lightning Ready
  • Professional & Up
  • No Limits
  • Person Accounts
  • Multi-Currency


Package Contents

  • Custom Objects: 5
  • Custom Applications: 0
  • Custom Tabs: 0


Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0


Requirements

  • Salesforce Edition Professional, Enterprise, Unlimited, Developer
  • Other System Requirements No additional system requirements

Oops! It doesn't look like this product has a listing on the Salesforce AppExchange.

Don't worry, you can almost definitely still integrate it with Salesforce but you may need deeper technical knowledge or the help of a Salesforce Developer to get it connected.

Skip ahead to Hire an Integration Expert to browse from 650+ Salesforce Freelancers that can help.

Latest Release:
Reviews:

Reviews:
356
Latest Release:
6/8/2020
Go to AppExchange Listing

Using APIs for Salesforce

Yesware

If Zapier doesn't have a connector for this integration and there's no easy solution to integrate the product via AppExchange, you likely need a custom integration.
Here are the API guides for both products - if you need help from a Salesforce Integration Freelancer, you can browse from 650+ pre-vetted Freelancers on FoundHQ.

Yesware

API

Here is the information you will need about this API to start building a custom integration with Salesforce!

Read more
API Guide

Salesforce API

Explore a wide range of declarative tools, Apex utilities, platform events, integration patterns, and APIs.

Read more
Salesforce API Guide

Hire Salesforce Integration Experts

Salesforce Admin

Get help implementing AppExchange products, working on basic integrations, and building automations and workflows.

Read more
Browse Freelancers

Salesforce Developer

Build custom integrations, work with APIs, and develop complex automations within Salesforce and across systems to maximize data flow and visibility.

Read more
Browse Freelancers

Salesforce Architect

Bring a holistic approach to platform architecture, data modeling, system integration & data management, and designing a security model across all systems.

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Yesware

Website

Company Details

Founded:
2010
HQ:
Boston, Massachusetts
Headcount:
97 employees
Support:
1-855-YESWARE
Contact:
sales@yesware.com

Yesware Salesforce Integration Guide

Since 2012, Yesware has offered a dedicated Salesforce two-way integration allowing users to create tasks, contacts, and reports simultaneously in both platforms. Microsoft, Salesforce, and others have awarded Yesware as a top productivity platform for salespeople thanks to the increased productivity it unlocks via dedicated integrations. 


Find out why 800,000 users trust Yesware. Get started with our Salesforce Yesware Integration Guide to see just how productive your sales team can be.

What is Yesware and what makes it different?

Yesware is a sales productivity platform. The company was founded by Matthew Bellows, Rajat Bhargava, and Cashman Andrus. The company has over 800,000 users, including companies like Acquia, Groupon, Zendesk and Square.

Yesware Features

Sales Analytics

  • Open Rates
  • Link Activity
  • Attachment Activity


Email Customizations

  • Email Platform Integration
  • Email Scheduling
  • Notifications
  • Email Categorization
  • Templates


Sales Team Integrated Workflows

  • Task Management
  • Email Tracking/Automation
  • CRM Integration


Repeatability and Reporting

  • Content Management
  • Workflow Management
  • Workflow Performance


Integrations

  • Salesforce
  • Gmail
  • Outlook
  • LinkedIn
  • Clari
  • Zoom
  • Docsend
  • Microsoft Teams

Yesware Salesforce Integration

Yesware is a complete sales toolkit that helps you manage your sales funnel right from your Gmail and Outlook inbox. With Yesware's automated Salesforce Sidebar, users can sync all sales email interaction, email opens, email replies, email link clicks, calls, and presentation from your inbox.

Features

  • Lightning Ready
  • Professional & Up
  • No Limits
  • Person Accounts
  • Multi-Currency


Package Contents

  • Custom Objects: 5
  • Custom Applications: 0
  • Custom Tabs: 0


Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0


Requirements

  • Salesforce Edition Professional, Enterprise, Unlimited, Developer
  • Other System Requirements No additional system requirements

Yesware Pricing

Yesware offers three tiers of pricing: pro, premium, and enterprise. Yesware is billed annually starting at $12 per user per month. In order to use the Salesforce integration you’ll need to purchase the Enterprise plan starting at $65 per user per month.

You can sign up for Yesware for free since they offer a 14-day no credit card required trial. At the end of the trial you’ll need to provide payment to continue using Yesware.


Popular Yesware Alternatives and Competitors

A decade ago when Yesware first started there were few options for boosting sales team productivity and engagement. A lot has changed since then. Today, Salesforce has created an entire app ecosystem of tools and technologies for building world-class sales teams at scale. Here are a few of the most popular alternatives to Yesware.

Frequently Asked Yesware Support Questions

  • Does Yesware integrate with Gmail?
    Yes, you can integrate Gmail with Yesware to eliminate manual data entry of sales calls and outreach. They also offer a Yesware chrome extension specific to integrating G-suite with Yesware.
  • How to sync Yesware and Salesforce?
    To enable Yesware with Salesforce you’ll need to sign up for the enterprise version of Yesware. Once you’ve signed up you can enable the Salesforce integration from an email client like Gmail or Outlook. 
  • Here’s how to add Yesware to Gmail: 
    1) 
    Click the "Yesware" menu at the very top of Gmail and select "Preferences"
    2) Navigate to the "Integrations" section
    3) Under "Salesforce," make sure you've switched the toggle to the "On" position
    4) Authenticate to Salesforce if you have not already done so, which will link your account
    5) Click "Save & Reload"
  • Who are Yesware’s biggest competitors?
    According to Owler, Yesware’s biggest competitors are Outreach, Streak, iContact, SalesHandy, Salesloft, Clari, Chorus, Gong, Conversica, and Afiniti

How to integrate Salesforce and

Yesware

Find Integration Experts with experience integrating Salesforce and the exact tools you use.
All pre-vetted. All immediately available.

Salesforce and

Yesware

Integration Guide

Browse tutorials and vendor resources to get help integrating with Salesforce or sign up below to access Salesforce Integration Experts.

Salesforce to Yesware Integration

Yesware integrates with Salesforce, automatically syncing your email activity with your CRM and putting valuable insights and relationship-building tools right into your Gmail or O365 inbox.

Set your data entry to auto-pilot

Yesware automatically syncs your email data and activity to Salesforce, even when you’re on mobile (thanks to Background Sync). You can say goodbye to manual data entry for good. Summary Task Logging can reduce your data footprint and make reports easier to read.

Find fresh insights with Salesforce reporting

Combine your Yesware email data with Salesforce’s robust reporting features to slice and dice by important metrics – like open and reply rate – and sort by Contact. Gauge your performance and find new ways to improve your outreach.

View Integration Guide
  • Salesforce Administrators can help setup new platforms and handle straightforward integrations or configuration work but tend to live within Salesforce and not focus cross-systems as much.
  • Salesforce Developers will build custom integrations, work with APIs, and build out more complex automations within Salesforce and across systems to maximize data flow and visibility.
  • Salesforce Architects bring a more holistic approach to platform architecture, data modeling, system integration & data management, and designing a security model across all systems.
Yesware
and Salesforce Integration

Find the right Consultant.

Salesforce integration strategy varies depending on your current systems environment, how heavily you have customized Salesforce and other applications, and the complexity of what you're trying to achieve.
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