Cirrus Insight integrates Salesforce with Gmail, Google Calendar, and Google Contacts. Instantly View Contextual Salesforce Information in Your Inbox. Save Emails & Attachments to Salesforce with a Click. Sync Your Google & Salesforce Calendars. Create & Edit Salesforce Records on the Fly. Customize Your Salesforce Workflow in Gmail. Add Google Contacts to Salesforce. Salesforce Tasks Integration. Salesforce Templates Integrated with Gmail.
$15
per month
Clay
Score9.3 out of 10
N/A
Clay is a GTM enrichment product that combines access to 100+ data sources and AI agents with automated workflows to build any growth use case. Companies use it for tasks like recurring CRM enrichment to targeted outreach.
For someone who uses both Gmail and Salesforce as part of their main role, this software is an invaluable connector for them both. Some of the features are also not Salesforce specific - such as the Meeting Scheduler, which has proved invaluable to me, and I would recommend to any Gmail user who frequently set up meetings (either internally or externally).
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Sales automation is the most suited use case of Clay. You could generate GTM motions that are auto triggered by the signals, so you could actually create workflows that are triggered on specific signals. For example, a company gets new funding, you can reach out to the company within in a matter of minutes and you can track a lot of news that's happening on Google or using RSS feeds. You can patch that news into Clay and then manipulate that and get insights out of it. The second best use case is the data enrichment or data cleanup. Usually companies have CRMs with messy data. You can import that. Clay has native integrations with Salesforce, HubSpot, Pipedrive, Marketo, and you can import those lists into Clay and then clean the data, enrich the data, and then push that forward, update the data in the CRMs. That's the second best use case that I use it for and would recommend it for.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Log email to Salesforce. You click one button and it logs for you. This is easier than adding the BCC email address that Salesforce provides as a way to log email.
Track views and engagement on these emails. It's nice to know if the email was opened and if links were clicked.
Update quick fields in Salesforce directly from their inbox using Cirrus. This prevented reps from needing to click into Salesforce, wait for it to load, then update fields like the phone number or name.
If the rep did need to open Salesforce, Cirrus provides a quick button to navigate to the Lead/Contact/Opportunity page quickly.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Pros, I think there are a lot of pros, so I mentioned a couple of them already, so being able to use different data providers. I think being able to massage the data, I call it a data orchestration where I can get different points of inputs of data. I can throw everything in Clay and then I can make all the changes before I use them for campaigns, for email, for LinkedIn, for whatever reason I'm going to use my data, but it's really easy to enrich, it's really easy to do research. It's really easy to build agents that tie to each row in your dataset, like there are a lot of things that you could use it for that are huge pros.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Outlook for Mac could use some work as an add-on because it's hard to read sometimes on my laptop. It's not a sidebar, like the Windows functionality, so it's harder to read.
Doesn't always find an opportunity, even though I know it's in our Salesforce system.
Randomly shuts down and doesn't log in properly at times. I've had to remove and re-download more than once.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A max column limit. I run into the column limit all the time and kind of have to figure out using multiple tables. Just bugs really. I mean if you start getting too crazy on it, I feel like takes a long time. You can't really identify that it's working or if it's not. So that kind of slows things down a little bit.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It is the best google to salesforce integration on the market. support is incredibly responsive and very helpful. They are constantly adding new features, and the current feature set is well beyond anything else that is currently offered in the market
The software is well suited in lead scoring and workflows management. Product reliability in customer outreach management and segmentation. The product is worth it from pricing to quality ecommerce services and automation of processes.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Very easy to use. Everything opens in a familiar interface right inside the google apps sidebar. It brings in salesforce records, so as long as you know google apps / gmail and salesforce you'll be all set. It's point and click.
I think it's actually before the launches today, I would say eight, but after they launch, what's the name of the product? I dunno if it was the web intent or the sculpture. 10, because I think that the sculpture was the missing part of plates till now.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The plugin is installed inside your internet browser as an extension/add-on. It can be found in most add on stores and is easy to install. Usually just a few clicks. It handles authorization for you once you sign in, and then takes care of all the rest. It couldn't be easier to get working right out of the box. You're up in running in less than 5 minutes.
Yesware regularly sent me alerts that my emails had been opened by someone who I hadn't sent them to, from locations they couldn't possibly have been. I also don't recall its Salesforce activity logging working as smoothly, though I last used Yesware more than 12 months ago so my memory isn't as fresh as it could be
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
So in a sense, there is a large community, and because of the community you also learn multiple workflows and how to use it better. You can kind of democratize or source knowledge more easily on how to use the product, and also transfer it so other people can use it more easily. So in a sense, that works.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Without Clay we would probably have our agency, but not with the level of sophistication we have right now or really one of our USP that we are certified by Clay. That's how we get a lot of inbound leads as well. So that of course leads to a very healthy ROI. If we look at inbound.
I think negative as terms in negative ROI, I think this is a nice one to touch on. Expectation management for tooling such as Clay is extremely difficult because people see a lot of stuff happening on LinkedIn from the top 1% of Clay experts and they look at us and "hey, we want the same thing," basically. That's quite a challenge. So that's really a good conversation to have with your potential client as well. Like, "Hey, I know, tell me what you've seen. We're going to see what we can do if that's reasonable or not." Set realistic expectations there and don't expect to go from zero to 100 within a very small time window. So that was something we had to learn. We had a lot of unrealistic expectations for what we can do. We can improve your business, but we can't do it with a factor of X or in a period of eight weeks.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
