Feature-Rich & Customizable Cloud Technology App
Match My Email works with virtually all email systems and devices. It operates in the background providing hands-free automatic syncing and logging of emails from a user’s mailbox to Salesforce permanently. Emails can be synced to standard and custom record types. The app offers ‘Reprocessing’, the ability to detect when new Leads or Contacts have been created so that previously Unmatched emails can be automatically uploaded to Salesforce.
Once emails have been captured in Salesforce, they are easy to find and view in shared records. The emails are searchable by key word and can be read by hovering over their Subject Line. Attachments are shown next to the email as a paperclip and can be opened with a single click. Managers can track email activity by user or customer. They can see the pulse of customer activity at a glance and see which emails need to be answered.