How to integrate Salesforce and

Yesware

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Salesforce and

Yesware

Integration Guide

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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
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