Outlook/Gmail Email & Calendar Sync, Attachments, Email History, EAC Alternative

Highlights

• ACCURATE ACTIVITY TIMELINE. Match My Email automatically and accurately syncs email and calendar data to the right Salesforce records. Save time and increase Salesforce ROI, adoption and usage.
• CUSTOM MATCHING. Match to custom objects and custom fields. Secondary Email fields, like Email 2/3 fields, are most common. Expand to match emails and events to any objects in Salesforce.
• SYNC ATTACHMENTS. Pull in attachments on emails when syncing email data into Salesforce. Set rules and limits to exclude certain attachments.
• ACTIVITY FILTERING. Set Ignore Rules and Confidential Tags to exclude certain emails and events from being uploaded to Salesforce
• ADMIN TRANSPARENCY. Use the Match My Email dashboard to see what has been processed and what has been matched right in Salesforce. Activity capture does not have to be a black box!
• AUTO-CONTACT CREATE. Automatically create new Contacts using activity data. Maintain Salesforce data hygiene.
• ARTIFICIAL INTELLIGENCE SUMMARIES. Use MME's AI features to summarize activities, ask questions about a record, and extract field update recommendations in Salesforce.
• PERMANENT STORAGE IN SALESFORCE. Match My Email stores data permanently on the same server with the rest of your Salesforce data, so teams always have the information they need in Salesforce.
• NATIVE SALESFORCE FEATURES UNLOCKED. Run standard activity reports so your team can make more data-driven decisions. Run Flows using email data to automate even more!

What Outlook/Gmail Email & Calendar Sync, Attachments, Email History, EAC Alternative does

Automated and reliable email and calendar integration.

- Ensures 100% accurate email and calendar data in Salesforce.

- Uploads attachments to emails

- Use AI to summarize activities, ask questions, and recommend field updates

- Permanently stores email and calendar data in Salesforce.

- Compatible with any email client and host.

- Syncs calendar for Microsoft 365 and Google Workspace.

- Generate native Salesforce activity reports using email and calendar data.

- Use Salesforce Flows with your email and calendar data.

- Automatically create new Contacts.

- Intuitive, central administration, no end-user action necessary.

- World class support included with subscription.

Match My Email works with any email systems like Outlook, Gmail, Apple Mail, MacMail, Mac, Office 365, Zimbra, GoDaddy, and 60+ IMAP compatible email providers.

Compare to:

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Ortoo

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