Match My Email

Match My Email

Match My Email offers seamless synchronization of emails and calendar events into Salesforce, enhancing productivity and data control.

Location: United States
Software Type: Web App

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Description

Match My Email provides a comprehensive solution for automatically syncing emails and calendar events with Salesforce. By eliminating the need for manual data entry, it enhances user productivity significantly. This app stores email data permanently within Salesforce, distinguishing itself from alternatives like Einstein Activity Capture. Key features include:

- Automatic Email Synchronization: Effortlessly sync your email communications directly into Salesforce, ensuring that all relevant information is captured without manual intervention.
- Calendar Event Synchronization: Keep track of your calendar events alongside your email correspondence for a cohesive view of your activities.
- Custom Email Matching: Automatically match emails to corresponding Salesforce records, streamlining the process of record-keeping.
- Centralized Administration: Manage all email matching configurations from one central dashboard, reducing the need for end-user involvement.
- Activity Reports Generation: Generate insightful reports to analyze email interactions and maintain accurate records for better decision-making.
- Compliance and Security: SOC-2 compliant, Match My Email assures users of high standards in data security and privacy.

The redesigned dashboard features an intuitive interface built with Lightning Web Components, allowing users to easily create and match records. Additionally, it supports bulk updates for efficient management of multiple emails or records, and includes a feedback mechanism for user suggestions, fostering an ongoing improvement cycle. This app is compatible with various email clients and hosts, making it a versatile tool for users looking to enhance their Salesforce engagement.

Features

Email and Calendar Synchronization

Automatically sync emails and calendar events into Salesforce for seamless management.

Custom Email Matching

Match emails to Salesforce records automatically, ensuring that all communications are recorded accurately.

Activity Reporting

Generate insightful activity reports to track email interactions and improve data analysis.

Centralized Admin Dashboard

Manage email configurations and synchronization settings from a single interface.

Bulk Update Functionality

Enable bulk matching or ignoring of email addresses to save time during record management.

Intuitive User Interface

Utilize a user-friendly interface designed for efficient navigation and record creation.

Security and Compliance

Enjoy peace of mind with SOC-2 compliance, ensuring high standards of data security.

Tags

email integrationSalesforceautomationproductivity toolsdata management

Documentation & Support

  • Documentation
  • Support
  • Updates
  • Online Support