Best Gmail-Salesforce integration I've tried
November 22, 2017

Best Gmail-Salesforce integration I've tried

Blake Cohen | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Cirrus Insight

I used the Gmail version of Cirrus Insight for about a year and a half, and overall it's a solid product. I previously used a competitor and my experience with Cirrus was much better. The tracking works well and the automatic logging of activities to Salesforce was a big time saver. It was also great to be able to see all of my contacts from Salesforce showing up directly in my Gmail sidebar.

The only drawback I noticed was that the UI could be a little cramped on small screens when changing the record that the email would log against (say, a Case rather than a Contact) or case creation. So it could be a bit of a challenge when traveling and working on a laptop. But for working on a desktop machine with a good-sized monitor, I definitely recommend it.
  • Activity logging
  • View contacts within Gmail
  • Case creation
  • UI on smaller screens
  • Saves time on logging activities
  • Saves time looking up records in Salesforce before sending them an email
  • Tracks opens accurately and consistently to know when recipients get your messages
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.
Anyone who sends and receives a lot of emails and works primarily out of Salesforce can see good benefits from Cirrus, especially if your company follows the motto of "If it's not in Salesforce, it doesn't exist." On my heavier days, it easily saved me half an hour of manually logging all my emails. It's also useful if you need to track opens, link clicks, and attachment downloads.