Fully Automated Salesforce Outlook Integration

We Work With All Versions of Outlook and on Any Operating System

Easy Setup + Automatic Salesforce Email Integration + Fully Customizable

Sync Salesforce with Outlook

Match My Email automates salesforce outlook integration. It works with every version of Outlook for Windows (2007, 2010, 2013, 2011, 2016), Outlook on Mac, and Outlook Web Access. The app works with Outlook on any operating system including Windows, Mac, iPhone/iOS and Android.

Match My Email is cloud technology, not a software plug-in. Outlook add-ons like Salesforce INBOX, Lightning for Outlook, Linkpoint360 and Cirrus Insight 365 cause compatibility and update problems. They slow down Outlook and your desktop/ laptop.  They cause OS crashes and Internet connection drops.

Match My Email is invisible in Outlook. The app works completely in Salesforce increasing usage and adoption. The app is fully automated and customizable. Cloud apps are managed and updated automatically in the background.

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Amazing Salesforce Outlook Integration App

Match My Email works with all versions of Outlook (2007,2010, 2013,2016), Outlook Web Access, Outlook on Mac, Outlook on Gmail, iPhone/iOS and Android. It connects to Office 365, Microsoft Exchange, Gmail, iCloud or any other IMAP-compatible server or services directly. The app takes copies of inbound and outbound emails from Selected Folders, typically INBOX and SENT. These emails are analyzed in the Match My Email cloud for matching attributes. When an attribute in an email matches an attribute(s) in a Salesforce record(s), the email is uploaded to the Salesforce record(s). Match My Email matches emails automatically to standard Sales Cloud records by full email address – Leads, Contacts, Accounts, Opportunities, and Cases. It can be customized to match emails to custom records and fields by full email address, roll-up, domain name, word(s) or number(s) in the Subject Line and/or body tags.

It connects directly to the user’s email account in the cloud. Then it imports copies of emails from selected folders like INBOX and SENT ITEMS and processes them for relevance in the Match My Email cloud.  When the app finds a match between an email and a record in Salesforce, it uploads a copy of the email to the right Salesforce record(s).

Match My Email is a MultiMatch app. It matches emails to multiple Contacts at once. Outlook add-ons only sync emails to one Contact at a time and they require the click of a button for each match to occur.

How Does Match My Email for Outlook Work?

Match My Email works seamlessly with every on-premise and hosted Exchange server.

Match My Email works with any version of Outlook connected to any IMAP email service. Major IMAP email service providers are Gmail, GoDaddy, Rackspace, Yahoo, Hotmail, AOL, dotster, Hostgator, Bluehost, Open-Xchange and many others.

Match My Email even enables Outlook ‘lovers’ to continue to use their favorite email client if their company switches to Google technology.

Match My Email works with in-house Exchange servers. Match My Email accesses the Exchange server via its secure IMAP port and extracts copies of emails for processing and matching to Salesforce in the cloud.

Match My Email specializes in email integration for Salesforce.com. It has developed the most advanced email integration app for Salesforce.com. Match My Email’s MultiMatch technology includes a custom scripting language that can be used to integrate emails to custom records, objects, and fields in Salesforce. Match My Email can be used to fully automate the filing and archiving of emails by client record in Salesforce.com.

The best way to see the power of Match My Email is to schedule a Live Demo or you can contact us here!

Recent Salesforce Outlook Integration Articles

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