The quick way to get started with us and increase your conversion rate with Gmail.
If you plan to use Email/Calendar Sync, Scheduling, or Email Blast, you’ll need to first connect your Salesforce & Google accounts with Cirrus Insight.
If you plan to use Email Sync and/or Calendar Sync, you can specify exactly how Cirrus Insight should be keeping your emails and events synced between Salesforce and Gmail— all automatically!
Use Email Sync to automatically sync your emails to Salesforce. Set up rules, filters, and enhancements to customize which emails
should be synced.
| Sync Emails with at least one Salesforce Contact | Sync Emails with at least one Salesforce Lead | Sync Emails only to replies | Sync Emails to Person Accounts |
| If enabled, any email correspondence with a Salesforce Contact will be synced into Salesforce under the Contact’s activity history. | If enabled, any email correspondence with a Salesforce Lead will be synced into Salesforce under the Lead’s activity history. | Most users should leave this disabled. If enabled, you can use the File Email feature in the Sidebar to sync all subsequent replies to that specific thread. Use this if you | If enabled, any email correspondence with a Salesforce Person Account will be synced into Salesforce. You should use this if your org uses the Person Account object instead |
| Only sync emails related to SF items I own | Blocked Domains | Email Folders to Sync |
| Most users should leave this disabled. If enabled, this will sync emails with Contact/Lead records that you own in Salesforce. Any emails with Contact/Lead records owned by a different Salesforce user will be filtered out. | This setting is Admin Managed, so only Cirrus Insight Administrators can change it. Any emails with blocked email address domains will not be synced. | Recommended to sync both Inbound & Outbound. You can choose to sync from one or the other, or both folders. |
| Relate Synced Emails to Accounts | Use Domain Matching to Relate Account when no Contact exist | Smart Link |
| If enabled, synced emails will relate to the Account records (Parent records) housing the Contact or Lead in addition to the Contact/Lead records. | If enabled, synced emails will relate to the Account if the email address is not yet tied to a record in Salesforce by matching the email address domain to the Account. | If enabled, synced emails and events will also relate to the most recently created or edited Salesforce object of your choosing. Select from Asset, Campaign, Case, Contract, Opportunity, or Order. |
Use Calendar Sync to keep events in sync between Salesforce and your email calendar. Set up rules, filters, and enhancements to customize which events should be synced.
| Sync events from email to Salesforce | Sync events from Salesforce to email |
| When enabled, Calendar Sync will capture events/appointments residing in your Google Calendar and synchronize them against your Salesforce calendar. | Only recommended to enable after confirming other sync services are completely disabled. When enabled, Calendar Sync will capture events/appointments residing in your Salesforce Calendar and synchronize them against your Google Calendar. |
Both of the above settings can be configured independently with their own set of sub-rules:
| Sync Events to Person Accounts |
| This setting is Admin Managed, so only Cirrus Insight Administrators can change it. This relates synced events to Person Accounts if your Salesforce org uses this object instead of Contacts. |
| Blocked Domains | Sync Private Events | Sync Partner Contacts | Filter Google events by color |
| This setting is exclusively Admin controlled. Events that have attendees with blocked email domains will not be synced. | Control how Calendar Sync handles private events. Most users should enable the setting Do not sync private events. | If your organization uses a Salesforce Community environment, you can configure Calendar Sync to relate synced events against Partner Contact records with this setting enabled. |
This filter setting allows you to decide which color(s) of Google Calendar events should be synced to Salesforce, and how events synced from Salesforce get colored in Google Calendar. |
| Relate Synced Events to Accounts | Smart Link | Enable Salesforce Invitees | Add User records to synced events using SF User Lookup | Include Users from Block Listed Domains |
| When enabled, events synced to Salesforce will also relate to the Account record (by default, only Contact/Lead records are related). | Smart Link will automatically relate synced events to an additional Salesforce record based on the rules that you set up. | When enabled, event invitees and their event response status will synced between Salesforce and Google Calendar. | If this setting is enabled, Calendar Sync looks for attendees that exist as Users in Salesforce and adds those User Records to synced events. | If this setting is enabled, Calendar sync will ignore Blocked Domains when looking for Salesforce invitees. |
| Sync full event description | Delete events from email if deleted in Salesforce | Reset sync window for syncing future events | Reset sync window for syncing past events (days) | Sync Frequency in Minutes | Field Sync Options (Description) |
| If enabled, Salesforce event descriptions (which only support plain text) will overwrite Google Calendar event descriptions that are formatted in HTML. | If enabled, deleting an event in Salesforce will cause the corresponding event in the email calendar to also be deleted. | This setting will scan future events. Choose the number of months in the future (up to 11) to sync events. | This setting scans past events. Choose the number of days in the past (between 0 and 7) to sync events. | This setting (Admin managed) controls how often all Sync features run. Running the process more often will generate more API requests in Salesforce. | Determines if the event description is synced or not. |
⚠️Stop other syncs first!
If you've used other sync solutions (especially for calendar), avoid record duplication by completely disabling those services and blocking the processes in Salesforce.
Sync settings can only be edited while the Sync is stopped.
To edit settings for a Sync that has been started, first Stop the affected Sync, adjust the settings in question, and then Start the Sync again.
If you plan to use the Cirrus Insight Sidebar in your inbox, follow these steps.
To start using Cirrus Insight for Gmail, first install Cirrus Insight's Chrome extension. Here’s how:
| Full details: How do I install Cirrus Insight for Gmail? |
After successfully installing the Sidebar, you’ll need to sign in from Gmail. Here’s how:
| Full details: How do I sign in to the Sidebar? | Gmail |
If using the Sidebar, learn how to complete common Salesforce actions directly from the inbox.
If you don’t use Email Sync, you can manually file emails to Salesforce.
If you're looking to file an email to an object, view the Knowledge Base article here.
Below is the key as to what the different colors means when contacts are displayed.
Ready to learn more? Check out our Knowledge Base to get going with useful solutions such as the following:
Create an Email Blast to send templated, personalized emails to a recipient list of your choice.
Individual* email connection is set up (How do I use Manage Connections?).
*Service Account email connection is not currently supported.
Email Blast is enabled for your org (Admins | How do I enable and set up Email Blast?).
1. Open the Email Blast tab in the Sidebar and click Create an Email Blast.
2. Select Add Recipients.
3. Expand the Sending to field.
4. From Sending to, choose one of the following options to build your recipient list:
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Build from Report |
List View |
CSV Upload |
Previous Email Blast |
Campaign |
|---|---|---|---|---|
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Choose from the results or search for a specific report. |
Choose from the results or search for a specific list view. |
Upload a CSV file. It must include columns titled Email, First Name, and Last Name. |
Search by name, template, or creator. Use the Filter to customize how results are displayed. |
Must first be enabled by the CI Admin from Dashboard - Email Blast List Sources. |
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After selecting a report, review the recipients. If needed, search for and/or remove certain recipients. |
After selecting a list view, review the recipients. If needed, search for and/or remove certain recipients. |
After the CSV uploads, review the recipients. If needed, search for and/or remove certain recipients. |
After selecting a previous Email Blast, review the recipients. If needed, search for and/or remove certain recipients. |
After selecting a campaign, review the recipients. If needed, search for and/or remove certain recipients. |
Options may vary depending on your org's settings.
5. Select Insert Recipients after confirming your recipient list is accurate and within limit.
6. Optionally, enter more email addresses in Additional Recipients if your recipient list is incomplete.
You can even add a fellow Cirrus Insight user in the Reply To field.
Upon sending, the Reply To individual(s) will be notified and included in any recipient replies.
7. Click Select to the right of Choose Template.
8. Click on a template to select it.
To find a specific template or template folder, use the Search or Filter.
You can even View in Salesforce or Preview by clicking the icons to the right of the template.
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Optionally, use the editor (if enabled) to add a personal message to the template's content for this Email Blast.
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9. Add a Subject that will appear on all the emails in the Blast.
10. Add the Name of Email Blast (only you and your colleagues can see this, not recipients).
11. Choose When to Send.
To send with no delay, check Immediately
To choose a specific date and time, click into the Select date field and use the date/time picker.
12. Optionally, expand Advanced Options and add a name/email for the following functions:
Notify on Send: This individual will be notified via email with the Email Blast details once it completes sending.
Assign Email Blast: This individual (who must be an active Cirrus Insight user in your org) will be notified via email to review the Email Blast. If they approve, their own email address will appear as the sender (in each email’s “from” field) instead of yours.
13. Click the blue Review Content button (which will only appear after you complete the steps above).
14. Review your Email Blast details.
15. After review, select Send Now or Schedule Send.
You can even choose to Send a test email.
If you need to make changes before sending, select Back.
Open the Email Blast tab in the Sidebar to review past or in-progress Email Blasts.
Use Analytics to measure and increase your outreach effectiveness.
See the number of replies received for a specific Email Blast.
Filter a recipients list to target contacts based on their engagement metrics.
Filter your list of previous Email Blasts by engagement metrics and status to assess performance.
With Smart Scheduler, create a single schedule for multiple Sales Reps to automatically route customers to the appropriate and available Salespeople to ensure customers will always be connected with the best company rep to meet their needs, removing potential for mismatched reps and customers.
Sales Managers will be confident customers are efficiently connected with the right User with little oversight. End Users will book more meetings with less effort.
Overview: Create your first schedule to test the schedule without any required configuration. Return to make edits to add assignees, modify settings, and customize the schedule and easily preview your changes to know exactly what the customer experience will be. When you are ready to deploy and publish the schedule, distribute a link to customers or directly embed your Smart Schedule experience to your website to begin automating bookings to your Sales Team.
To see how to add assignees, create custom attributes, utilize forms, and deploy your schedule, here are some additional resources:
Schedule a personalized demo to see how Cirrus Insight can fit your specific needs.