Sync365 Outlook Integration, Meeting Scheduler & Teams Webinar Management

Highlights

• 100% SALESFORCE NATIVE Unlike other solutions, when we say native, we mean built and runs entirely on the Salesforce platform. No third-party servers, no middleware, no external data storage, and zero added risk of data breach.
• CALENDAR SYNC Keep Salesforce and Outlook calendars perfectly aligned in real-time. Automatically sync Salesforce and Outlook meetings, prevent scheduling conflicts, track RSVP and include MS Teams links.
• EMAIL SYNC Automatically (or manually) log Outlook emails to Salesforce records in real-time, with instant notifications to ensure rapid follow-up directly from Salesforce. Link emails to contacts and leads using standard and custom email fields.
• SHARED MAILBOX AND EMAIL ALIAS SYNC Full integration for shared Outlook mailboxes, mailboxes without a matching Salesforce user account, and for email aliases.
• ADVANCED MEETING SCHEDULER Automate scheduling for 1:1 or collective team meetings. Embed self-scheduling links in emails, websites and Pardot that sync with real-time Outlook and Salesforce calendar availability. Allow SDR Scheduling in Salesforce.
• LEAD ROUTING Use your own web forms (for headless routing) or create custom Sync365 forms to qualify and route meeting leads to the right account owner or round-robin distribution team, based on requirements such as email, territory or company size.
• TEAMS WEBINAR MANAGEMENT Go beyond meetings. Schedule and manage large scale Microsoft Teams webinars with automated registration and attendee RSVP tracking.
• BRAND THEMING Maintain a seamless brand experience across every attendee interaction with fully customizable meeting scheduler and HTML event invitations.
• HIPAA, ISO 27001 & GDPR COMPLIANT Enterprise-grade security. Data stays within your trusted Salesforce and Microsoft environment, meeting the strictest global compliance standards. Ensuring your data stays protected.