If you have Salesforce.com and you are looking for an app to automatically sync emails from Outlook using Office 365 or Gmail, then Match My Email is the solution. Match My Email works seamlessly with Office 365 and Gmail (as well as 35+ other email systems). It takes is about five minutes to setup and then starts automatically integrating emails into Salesforce records like Leads, Contacts, Accounts, Opportun0ties and Case, fully in background, machine-to-machine, 24/7/365. Because Match My Email is cloud technology that integrates Outlook to Salesforce at the Internet level, it also works with all smartphones – iPhone, Samsung, LG, HTC, Motorola, Blackberry etc — , tablets – Surface, iPad — and desktop computers and laptops – Microsoft Windows PC, Apple MacIntosh OSX and Linux.
Match My Email works by pinging your email account and looking in the INBOX and Sent folders for new emails. New emails are then automatically uploaded to the Match My Email cloud at Amazon Web Services for processing. The app looks for email addresses in the emails that match to email addresses in Salesforce. When a match is found, a copy of the email is uploaded into that record in Salesforce, fully automatically, day and night, rain and shine.
Emails are stored in Activity History just like they are using the ‘Outlook for Salesforce’ manual tool. Attachments are stored in Notes and Attachments.
The advantage of Match My Email over ‘Outlook for Salesforce’ is that Match My Email works with all your computing devices, especially MacIntosh computers, iPads and iPhones. Match My Email also saves users time. It does the work of syncing emails to Salesforce, so sales professionals can concentrate on selling, not data entry. Whereas Outlook for Salesforce requires the user to remember to click the “Add to Salesforce” button each time an email is logged to Salesforce, Match My Email does it automatically in the cloud with no human interaction required. Match My Email’s customers estimate that automated Salesforce email integration saves them 4 hours of unproductive work per week.
Another advantage of Match My Email is the ‘perfect’ email data it puts in Salesforce.com. Because it is a machine to machine app, every email is added to Salesforce. There is no possibility of an email being overlooked or forgotten. That means that the user can rely on the email data in Salesforce as 100% complete, accurate and up-to-date.
Match My Email also includes tools for creating new Salesforce records from email data. The advanced version of Match My Email can match emails to custom objects and fields using email addresses and/or custom tags.