Match My Email

Match My Email is an email and calendar integration tool designed to streamline the process of syncing email and calendar data into Salesforce. According to the vendor, Match My Email is suitable for businesses of any size and is commonly used by sales, customer service, marketing, consulting firms, and financial services companies. The product aims to automate data logging, generate activity reports, and integrate seamlessly with various email clients and hosts.

Key Features

Permanent Data: According to the vendor, Match My Email stores email and calendar data permanently in the Salesforce org, ensuring accuracy. It automatically logs emails and provides accurate reporting. Additionally, it is compatible with any email client and host.

Custom Matching: Match My Email allows users to match emails to multiple email addresses within a single record, facilitating comprehensive data organization and analysis.

Activity Reports: Users can generate detailed activity reports in Salesforce using the email and calendar data synced by Match My Email, providing insights into customer engagement and interactions.

Works with Salesforce Flows: Match My Email integrates with Salesforce Flows, enabling users to create flows and set triggers based on email and calendar data, potentially automating processes and workflows within Salesforce.

Standard Salesforce Reporting: Match My Email allows for standard Salesforce reporting on emails, facilitating tracking and analysis of email communications within the Salesforce platform.

Responsive Customer Support: The vendor provides customer support to subscribers, aiming to promptly address and resolve any issues or questions.

System and Organization Controls (SOC 2) Audit: Match My Email has successfully completed a SOC 2 audit, which the vendor claims provides users with confidence in the security and reliability of the product.

Email Integration: Match My Email fixes email integration in Salesforce, creating an accurate timeline of customer engagement within the Salesforce platform. It permanently stores email data in Salesforce and migrates all email data into records, providing a comprehensive view of email interactions.

Calendar Integration: Match My Email syncs calendars for Microsoft 365 and GSuite, allowing users to utilize email and calendar data in the Salesforce Process Builder. This enables potential automated actions, such as autocontact creation based on calendar events.

Data Migration: Match My Email seamlessly migrates all email data into Salesforce records, aiming to ensure a smooth transition and consolidation of email information within the Salesforce platform.