Outlook For Mac Connect To Salesforce

SalesLoft’s Connect feature lets you access and perform SalesLoft functions directly from the applications you use the most. SalesLoft Connect for Outlook integrates the powerful functionality of SalesLoft into your Outlook application. You can Loft emails, view and insert templates, create reminders, and view a person's SalesLoft information while engaging with your prospects directly inside of your Outlook environment.

In this article, you will learn all of the features available with SalesLoft Connect for Outlook on your Windows desktop or Mac, including: • • • • • • • If you are using the Office 365 version of Outlook, learn how to use Connect for Outlook - Office 365,. Supported Versions of Outlook The SalesLoft Connect feature is currently supported by certain applications and versions of Outlook. We’ve compiled a list of the approved versions of Outlook. To learn more information on whether your Outlook client supports add-ins, and would be able to support SalesLoft Connect, check out the link here: Connect for Outlook is supported by the following Exchange and Office 365 applications: Your Outlook may need to upgrade to a newer version to avoid functionality disruption. If you’re not sure how to check your client version, check out these. The approved versions of Outlook include the following: • Exchange 2013: You must be running version #CU_15. • Outlook for Windows 13: You must be running version #15.0.4605.1003 or higher.

By submitting this request, you agree to share your information with Salesforce and the provider of this listing, SmartCloud Connect by Invisible. Listing: Enterprise Email Calendar integration - for Outlook / Office 365 / Gmail / Mac.

• Outlook for Mac 16: You must be running version # 15.35 (170509) or higher. Install Connect for Outlook Windows Desktop or Mac Before you can use SalesLoft's functionality from your Outlook on your desktop or a Mac, you need to install the SalesLoft Connect for Outlook add-in.

The download process follows the same instructions as installing an add-in for Outlook 365, but the look of the application is different. Follow these steps to install the add-in on your desktop: • Open the Add-in Store via the toolbar. • Search for SalesLoft in the search window to bring up the SalesLoft Connect listing. • Turn the toggle on to activate the SalesLoft add-in.

Send SalesLoft Emails in Outlook - Windows Desktop/Mac Using the Loft It feature in Outlook logs and tracks your emails in SalesLoft (and Salesforce). If you do not wish for the email to be tracked, you can use the normal Outlook Send button to send without syncing it to SalesLoft. To send SalesLoft emails from Outlook, follow these steps: • Open a new message. • Once your message is ready, hit the Loft It, designated by the SalesLoft icon, on your toolbar.

The Loft it feature allows the email to be tracked for views, clicks, and replies via the SalesLoft platform. To add a template to your Outlook emails, follow these steps: • Open a new message. • Click the View Templates icon in the toolbar. • The Connect for Outlook side panel will appear. Access your personal templates and team templates via the side panel.

• Search for the template you want. • Insert any template into a new email or reply. Dynamic tags populate automatically with the corresponding recipient’s information. Reminders in Connect for Outlook - Windows Desktop /Mac SalesLoft Reminders allow you to stay on top of your one-off events and make you sure you never miss a beat. Within your Outlook, you can view, complete, and add reminders to stay on top of your non-cadence tasks. Viewing Reminders You can view a full list of your SalesLoft Reminders in the Connect for Outlook side panel. To access your list of reminders, select the View Reminders icon on your toolbar (the icon image will be a bell).

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The side panel will expand with the Reminders tab on display. Reminders can be filtered by day, week, month, or all, depending on what you would like to see. Completing Reminders Completing a reminder is just like checking an item off of your to-do list. Once a reminder has been completed, go to the reminders tab and select the circle to virtually checking off the reminder (so satisfying!). Adding a New Reminder Email exchanges can spark certain one-off actions that you need to take. For example, if you receive an out of office reply that a recipient is off because they just had a baby, you may want to remind yourself to send them a congratulatory gift.