Get the App, Get the Sidebar & Get Going Here

Welcome to Cirrus Insight, this resource page has everything you need to get set up!

For additional support, register for one of our office hour sessions below.

Admin Office Hours User Office Hours

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Get Started with Cirrus Insight

The quick way to create a user and start increasing conversion rates.

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Connect Cirrus Insight

Follow the steps to connect your Salesforce and Email accounts with Cirrus Insight.

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Setup Email Sync

Set up rules, filters, and enhancements to customize which emails should be synced.

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Scheduling Quick Start Guide

The quick way to set up your calendar and start booking meetings.

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Setup Smart Scheduler

In-depth overview of Smart Scheduler with a step-by-step guide to creating your first smart schedule.

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Setup Calendar Sync

Keep events in sync between Salesforce and your email calendar.

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How to Use the Sidebar

Learn how to complete common Salesforce actions directly from the inbox.

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Overview Demo

Watch a recorded live overview demo of Cirrus Insight for Gmail or Outlook.

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Mobile Walkthrough Videos

Access walkthrough videos on how to use Cirrus Insight on mobile for both Gmail and Outlook.

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Tutorial Videos

Access a library of tutorial videos on how to configure sync, how to setup calendar scheduling, and more.

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Customer Training Videos

Explore and watch recordings of product-focused customer training events and webinars.

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Admin Overview Guide

This guide will help you navigate the Admin Dashboard to set up your organization for success.

* The Admin space is NOT available during a Free Trial