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.
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.
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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.
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!
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.
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.
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.
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.
Browse the self-serve guide for using Zapier to integrate with Salesforce!
Read moreZapier makes it easy to integrate apps like Salesforce, Intuit, Google, and Dropbox, to move data between them automatically!
Read moreUh 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 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
Package Contents
Lightning Components
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.
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.
Explore a wide range of declarative tools, Apex utilities, platform events, integration patterns, and APIs.
Read moreGet help implementing AppExchange products, working on basic integrations, and building automations and workflows.
Read moreBuild custom integrations, work with APIs, and develop complex automations within Salesforce and across systems to maximize data flow and visibility.
Read moreBring a holistic approach to platform architecture, data modeling, system integration & data management, and designing a security model across all systems.
Read more
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.
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.
Sales Analytics
Email Customizations
Sales Team Integrated Workflows
Repeatability and Reporting
Integrations
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
Package Contents
Lightning Components
Requirements
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.
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.
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.
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.
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.
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