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Connect for Gmail: Easier Linking to Salesforce Records

April 3, 2017

Salesloft continues to provide a better, more cohesive experience for sales teams utilizing both Gmail and Salesforce through our Connect for Gmail capabilities. Fresh on the heels of the recent enhancement of creating and linking contacts to a Salesloft company, we’ve expanded the extension to now offer searching and linking a specific contact to an existing Salesforce lead or contact.

If your contact exists in Salesforce, Salesloft automatically attempts to create the link based on First Name, Last Name or Email. With this new release, (if we’re not able to make the link automatically on your behalf) we’ll bring back the search results directly in the side panel within Gmail where you can match to an existing record from the returned search results.

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Ensuring that you have your lead and contact data in sync between your sales engagement systems is critical to ensure good contact governance and, ultimately, a superior customer experience. We’ve just made it a whole lot easier. 

About Salesloft Connect for Gmail

Salesloft Connect for Gmail provides Gmail users an integrated experience between Salesloft and Gmail.  

See Salesloft Connect for Gmail in action

Context-Based Insight

Connect for Gmail understands what information you’ll need based on the context of your email. If you’re writing or responding to a contact in your Salesloft or Salesforce database, Connect for Gmail will automatically surface relevant information about that contact including:

  • Quick links to social profiles
  • Recent cadence activity
  • Insights on communication engagement
  • Live feed for instant notifications of prospect engagement with your emails

No more switching between tabs or searching through contacts. You’ll have all the information you need to execute personal, relevant, and targeted sales emails.

Powerful Salesloft Functionality

Connect for Gmail isn’t just about bringing valuable information from Salesloft into Gmail, it also adds a powerful upgrade to Gmail’s functionality that takes the platform well beyond email. Now you can take action on a contact from inside Gmail including:

  • Quickly add or remove people from a cadence
  • Add notes on a contact
  • Open and edit their Salesloft profile
  • Mark as “do not contact”
  • Add or remove tags
  • Change cadence stage

Salesloft Connect for Gmail is a truly integrated experience between your inbox and sales engagement platform.

Thank you for allowing Salesloft to continue to serve you. We are always excited to hear your feedback, so if you have any questions please check out the Knowledge Base, or contact [email protected].