Would you PLEASE add a "Sync Now" feature - PLEASE...
It's easily the most frustrating aspect of using Cirrus Insight with SalesForce.
Every time I add a new contact I have to wait at least 15 - 20 minutes for the details to sync so I can send my NEW contact an email11 votesAdminRyan Huff (CEO, Cirrus Insight) responded
Why do you need to wait for the contact to make it to Google Contacts before you can email them?
see what EBSTA is doing with this screenshot from their wrebsite https://www.ebsta.com/wp-content/uploads/2016/12/charmaine-ebsta-1024x527.png
Ebsta automatically cross-references Salesforce based on the LinkedIn profile you’re looking at online and gives you a snapshot view of the record held in Salesforce.
Would find this a super useful whn i am working on lead sourcing. I am rigth now on a trial but more inclined to go with EBSTA just because of that feature...
Then if i could create the contact from LinkeDin that would be fantastic1 vote
We require our agents to log all correspondence with a customer. The Auto Sync feature is perfect for this. The draw back is that its also syncing Vendor Accounts. Which we don't need. This throws off reports for daily activity.1 vote
Hi Joel. Not sure if this would work for you, but you might be able to use the blocked domains feature of email sync: http://www.screencast.com/t/PWip27Vl7s4
Half of our users require one Sync Set, and half require the other. It would save tons of time to be able to configure these sets domain-wide instead of configuring the query inside of each user's CI sidebar.1 vote
Allow LinkedIn messages to be automatically entered into SalesForce.com the same way that GMail messages are.13 votes
Add a Broadsoft connector for Click to dial1 vote
- Don't see your idea?