Increase sales productivity by capturing, syncing and storing emails in Salesforce automatically, hands-free, 24/7/365
- Improve the quality and quantity of customer activity data in Salesforce to achieve more professional customer interactions and fewer mistakes.
- Reduce organizational stress by providing a single point of email reference in Salesforce that is easy to find, navigate and share.
- Use templates and mail merge to accelerate and improve email follow up.
- Works with Sales Cloud and Financial Services Cloud out of the box and custom industry vertical overlays for wealth management, event planning, real estate and law firms.
- Einstein Activity Capture Alternative
- Sync to custom Salesforce records by email address, domain name, words or numbers and tags.
- Track and report on customer and user email response rates.
- Create 100% accurate timeline of customer engagement in Salesforce.
- Remote user activation / Security and privacy controls / Eliminate password resets.
- Calendar sync for Microsoft 365 with Outlook.
- World class support via Zoom, phone or email included with subscription.
- Rated 4.9 out of 5.0 stars on the Salesforce AppExchange.
Join the 1000+ companies and brands that work with Match My Email.
A leader in email integration on the Salesforce Appexchange.
4.9 out of 5 stars
“Match My Email does exactly what is says it does, and its flexible enough to allow for some of our org-specific process customizations as well. If you’re looking for a way for all users in a form to be able to see email correspondence with clients/vendors, MME is the perfect app for you.”
Cal Treichler
Wealth Advisor
Fure Financial
Wealth Advisor
Fure Financial
Capture emails automatically in Salesforce.
Match My Email captures every email from every source automatically and syncs them to Salesforce. Data entry is eliminated saving users hours of time. Salesforce is transformed into a ‘system of record’ for customer emails.
Effortless email lookup
in shared records.
Looking up customer emails is efficient with Match My Email. No more time consuming Inbox searches or asking team members to be cc: on customer correspondence. Users can find the entire customer email thread by clicking on a customer record.
Stay in control by
tracking email activity.
Automated email capture creates reliable data that can be used to monitor activity and prompt action. Reports can be created that track email activity by direction and timeframe or even measure email response times.
Speed up email
response times.
Email capture used in combination with templates can greatly increase standard email response times. View unanswered inbound emails and reply to them with precomposed templates in Salesforce.
Learn how Match My Email can save your team time.
Latest From The Email Technology Blog
Match My Email automatically imports emails into Salesforce. Seamless email integration customizable to the needs of specific workflows. Match My Email saves time and allows you to report on email activity data and KPIs within Salesforce.
Match My Email provides Salesforce Outlook integration and Salesforce Gmail integration. We support Salesforce email integration with Office 365, Apple Mail, IMAP, GoDaddy, Zimbra, Rackspace, and more. Match My Email is the gold standard in email syncing and logging tools for Salesforce.