Email, Outlook/Gmail Email Sync, Native Email History, Secure Inbox & EAC logo

Email, Outlook/Gmail Email Sync, Native Email History, Secure Inbox & EAC

CORE

By GOAT Email

Rating
5.0
Reviews
59
Pricing
Free
Listed since
2024

About Email, Outlook/Gmail Email Sync, Native Email History, Secure Inbox & EAC

Outlook & Gmail Sync, Email History & Email Integration for Salesforce

Constantly switching between Outlook, Gmail, and Salesforce?

GOAT Email Core provides the foundation for Outlook & Gmail Sync, Email History, Email Visibility, Shared Mailboxes, and Customer Communication Management inside Salesforce.

Keep inbound and outbound emails connected to your CRM, maintain complete Email History, and improve visibility across customer communication. GOAT Email helps teams manage email directly inside Salesforce while reducing dependency on external inboxes.

Whether you prefer Record Inbox or a Shared Inbox experience, GOAT Email supports Email-to-Case workflows, Shared Mailboxes, Team Email, Customer Communication, and Outlook/Gmail integration.

Alternative to Einstein Activity Capture (EAC), Email Attachments, Native Email Storage, and Email Reporting.

Record Inbox: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000FgsJcUAJ

Global Inbox: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000Hcc7TUAR

Install GOAT Email Core first, then choose Record Inbox or Global Inbox as your preferred email experience.

Contact support@goatemail.com for installation assistance.

Get started today with a free trial.

Highlights

  • ✅ OUTLOOK & GMAIL SYNC ✔ Outlook Compatible ✔ Gmail Compatible ✔ Personal & Shared Mailboxes ✔ Inbound & Outbound Email Sync ✔ Email Attachments Sync ✔ Unified Email Experience ✔ Multi-Mailbox Support
  • ✅ EMAIL HISTORY & VISIBILITY ✔ Complete Email History ✔ Email Visibility on Records ✔ Customer Communication History ✔ Email Activity Timeline ✔ Team Email Visibility ✔ Shared Communication Records ✔ Email Search & Access
  • ✅ EAC ALTERNATIVE ✔ Alternative to Einstein Activity Capture ✔ Native Email Storage ✔ Email Reporting & Analytics ✔ Email Attachments in Salesforce ✔ Long-Term Email History ✔ Salesforce Automation Support ✔ Complete Email Visibility
  • ✅ RECORD INBOX ✔ Email-to-Case Workflows ✔ Record-Based Email Management ✔ Email Tracking on Any Record ✔ Full Email Threads ✔ Customer Communication Visibility ✔ Email Ownership ✔ Standard & Custom Objects
  • ✅ GLOBAL INBOX ✔ Shared Inbox Management ✔ Team Email Collaboration ✔ Queue-Based Communication ✔ Email Assignment & Routing ✔ Shared Mailbox Visibility ✔ Team Ownership ✔ Customer Service Operations
  • ✅ EMAIL AUTOMATION ✔ Smart Inbox Rules ✔ Automated Email Routing ✔ Follow-Up Automation ✔ Predefined Email Content ✔ Email Formula Expressions ✔ Workflow Automation ✔ Queue Assignment Rules
  • ✅ EMAIL TEMPLATES & PERSONALIZATION ✔ Cross Object Merge Fields ✔ Lightning Email Templates ✔ Classic Email Templates ✔ Dynamic Personalization ✔ Email Template Automation ✔ Multi-Level Merge Fields ✔ Template Usage Analytics
  • ✅ CUSTOM OBJECT EMAIL MANAGEMENT ✔ Email on Any Custom Object ✔ Cross Object Email Automation ✔ Related Record Context ✔ Email History on Custom Objects ✔ Record-Specific Email Experiences ✔ Custom Object Visibility ✔ Multi-Level Relationships
  • ✅ EMAIL SECURITY & GOVERNANCE ✔ Team & Queue Access Control ✔ Email Audit Trail ✔ Data Residency Inside Salesforce ✔ Phishing Email Management ✔ Communication Governance ✔ Secure Internal Communication ✔ Secure External Communication

Screenshots

Outlook and Gmail captured automatically onto any object - standard or custom, attachments included

Image 1 of 10

Outlook and Gmail captured automatically onto any object - standard or custom, attachments included

Pricing

Free.

Compatibility

Works with
  • Sales Cloud
  • Service Cloud
  • B2B Commerce Cloud
Salesforce editions
  • Essentials
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Supported
Salesforce security review
Passed on July 28, 2023
Industries
  • Horizontal Product
  • Communications
  • Retail
Languages
  • English