Cirrus Insight easily imports customer data from any inbox into your Experience Cloud.
Cirrus Insight is always running in the background, allowing it to capture all of your team’s engagement and sales activity in Experience Cloud. Important data syncs in the cloud without trivial data entry. Cirrus Insight work well with multiple email accounts, making it ideal for Experience Cloud members who share a cloud but may not share the same email infrastructure.
The number one thing we hear from customers is that we make their lives easier. You won’t have to learn complex CRM dashboards or feed extra information to Salesforce. It’s all done for you with simple tools that work from your inbox.
Not at all! Cirrus Insight does all the heavy-lifting for you. It reads your inbox for sales activity and updates Salesforce on its own, without any manual work. And if you want to update fields manually, you do it from your inbox instead of opening Salesforce.
Sure! Sign up/Sign in with your production Salesforce account. Once you’re logged into Cirrus Insight you can connect a sandbox via the sidebar or with sync.
We take your security seriously. Cirrus Insight provides enterprise-level security. Many of our customers choose Cirrus Insight as the most secure AppExchange partner. Connection paths of data are completely configurable and secured with SSO, SAML, or OAuth. Cirrus Insight processes minimal proprietary information.