The Fully Customizable Email Integration App For Salesforce
Match My Email is cloud technology. It won’t slow down your PC or Mac desktop computer or mobile phone. Nor cause software lockups or crashes like plug-ins do. Every twenty minutes the app syncs and logs emails to Salesforce records – machine to machine. The app is completely hands off.
The Right Way to Email Sync in Saleforce
Emails match automatically, no more forgetting
Sync Emails to Custom Records, Objects and Fields
Works with any IMAP or IMAP enabled email account
Available for both Mac and PC
Custom Email Integration Specialists for Salesforce
What makes Match My Email Different and Better?
The app syncs emails to multiple Salesforce records at once with full de-duplication. This solves #1 pain point of Salesforce users, matching emails to multiple Contact email address fields automatically
Syncing to Custom Objects
The app can sync emails automatically and/or manually to any custom record, object or field
The app can sync emails by email address, domain name, words in subject line and body tags to precisely the right record(s)
Reply from inside Salesforce
The app enables Reply and Forward from inside SFDC records (with auto-tagging as an option)
Activity Tracking List Views, Reports and Dashboards
The app includes a Report package with pre-packaged reports for tracking user emails Sent and Received, inactive customers, active customers and unanswered emails
Import Old Emails
The app includes a tool for importing old emails and syncing them to Salesforce records
The Match My Email support team is very responsive and can solve common issues in seconds using GoToMeeting
Only Pay For What You Use
Invoices are based on actual seat count and adjusted based on the seat count on the first of each month
The Value of Match My Email
Match My Email creates an institutional memory of all email correspondence in Salesforce. Every inbound and outbound email is captured, analyzed and uploaded to the right Salesforce record(s). The app can sync emails to custom objects, records, and fields in Salesforce.
Match My Email is a “multiple email address and Salesforce record matcher.” Its MultiMatch version syncs emails to multiple Contacts and other records at once including custom records. Emails can be custom matched by full email address, domain, words in the Subject Line or tags in the Email body.
The app includes email handling tools like REPLY and FORWARD. Users can reply to emails from inside Salesforce Classic, Salesforce Lightning and Salesforce1.
New SFDC records can be created using the “drag & drop” email data.
Historic emails can be imported and synced.
The app generates meta-data that can be used to create reports, dashboards and List Views. Sales operations can track email activity by user or record type, i.e., show all the Leads that are Inactive or Unattended.