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Sept 2014 
Save and Track Emails to Salesforce 
Never miss a sales conversation again. 
With Cirrus Insight, you can track and 
save emails to Salesforce with just a 
click. Relate emails to any object in 
Salesforce, standard or custom. See 
who’s opening your emails and when. 
Discover which emails and subject lines 
are connecting and which need work. 
Cirrus Insight for 
Create new leads, contacts, opportuni-ties, 
& cases right from Gmail. Update 
existing records and manage your entire 
sales pipeline and support tickets 
without leaving your inbox. Even access 
custom fields and related lists! 
Automatically View Contextual 
Salesforce Information 
You communicate with your customers 
in Gmail but their information is in 
Salesforce. Now you can automatically 
view contextual Salesforce information 
inside Gmail as you talk with your 
customers. Always know exactly who 
they are and where they are in the 
pipeline. 
Automatically sync your Salesforce and 
Google Calendars. Cirrus Insight is the 
only solution that automatically relates 
Google Calendar events to matching 
contact records in Salesforce so you can 
track your customer meetings. You can 
also sync your Salesforce contacts to 
your Google Contacts and to your phone. 
Create and Edit Salesforce Records 
Sync Salesforce with Google 
Calendar & Contacts 
About us 
Cirruspath specializes in making apps that 
integrate Salesforce with your email inbox. 
Cirrus Insight supports Gmail, Office 365, 
iPhone, iPad, and soon Android. We're 
passionate about saving you time and 
helping you get the most out of Salesforce. 
2014 Cirruspath, Inc. 
14-day free trial 
http://www.cirrusinsight.com 
iPad 
Salesforce & Gmail 
Connecting Salesforce and Google Apps 
MacBook Pro 
 
 
 
 
 
 
Save Emails & Attachments to Salesforce 
View Salesforce Info in Gmail & Google Apps 
Sync Salesforce with Google Calendar & Contacts 
Use Salesforce Email Templates in Gmail 
Create & Edit Salesforce Records from Gmail 
Track Emails: See Who, Where & When your emails 
are opened 
Contact us 
Schedule a demo: 
www.cirrusinsight.com/demo 
Contact support: 
www.cirrusinsight.com/support 
Contact Sales: 
www.cirrusinsight.com/sales 
sales@cirruspath.com 
1-844-287-0950

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Cirrus Insight Product Sheet

  • 1. Sept 2014 Save and Track Emails to Salesforce Never miss a sales conversation again. With Cirrus Insight, you can track and save emails to Salesforce with just a click. Relate emails to any object in Salesforce, standard or custom. See who’s opening your emails and when. Discover which emails and subject lines are connecting and which need work. Cirrus Insight for Create new leads, contacts, opportuni-ties, & cases right from Gmail. Update existing records and manage your entire sales pipeline and support tickets without leaving your inbox. Even access custom fields and related lists! Automatically View Contextual Salesforce Information You communicate with your customers in Gmail but their information is in Salesforce. Now you can automatically view contextual Salesforce information inside Gmail as you talk with your customers. Always know exactly who they are and where they are in the pipeline. Automatically sync your Salesforce and Google Calendars. Cirrus Insight is the only solution that automatically relates Google Calendar events to matching contact records in Salesforce so you can track your customer meetings. You can also sync your Salesforce contacts to your Google Contacts and to your phone. Create and Edit Salesforce Records Sync Salesforce with Google Calendar & Contacts About us Cirruspath specializes in making apps that integrate Salesforce with your email inbox. Cirrus Insight supports Gmail, Office 365, iPhone, iPad, and soon Android. We're passionate about saving you time and helping you get the most out of Salesforce. 2014 Cirruspath, Inc. 14-day free trial http://www.cirrusinsight.com iPad Salesforce & Gmail Connecting Salesforce and Google Apps MacBook Pro       Save Emails & Attachments to Salesforce View Salesforce Info in Gmail & Google Apps Sync Salesforce with Google Calendar & Contacts Use Salesforce Email Templates in Gmail Create & Edit Salesforce Records from Gmail Track Emails: See Who, Where & When your emails are opened Contact us Schedule a demo: www.cirrusinsight.com/demo Contact support: www.cirrusinsight.com/support Contact Sales: www.cirrusinsight.com/sales sales@cirruspath.com 1-844-287-0950