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Sync, filter, and extract data from your user’s inbox with Nylas ExtractAI

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Salesforce Package

Capture all customer email activity in Salesforce

With Nylas, track all email conversations inside SFDC with zero behavior change. Unlock insights that help you align on deal strategy and effectively engage new opportunities.

Finally, get complete customer context in Salesforce

Most of what you know (and don’t know) about your customers lives inside your email inbox. Reveal a unified view of the customer journey in your CRM.

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Never miss an email

Sync 100% of emails from your customer-facing teams, including non-Salesforce users.

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Improve productivity

Give revenue teams a single pane of glass view without manually logging emails or using additional tools.

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Save time + resources

Meet your SFDC requirements and build a custom email sync with the Nylas Apex SDK.

Log every email without adding Salesforce seats

Don’t buy extra seats for expensive SaaS tools. The Nylas Apex SDK lets you design a solution unique to your Salesforce instance while saving time and cost.

  • Integrate fast: Connect to all major email service providers with just a few lines of code
  • Get the full picture: Capture all conversations between your company and your customers without paying for more Salesforce seats
  • Build custom features: Meet the unique requirements of your Salesforce deployment and use case
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Get complete insight into Salesforce email activity at a fraction of the cost

Avoid alternatives that are too expensive, too manual, or bloated with unnecessary features.

Can’t capture emails from non-Salesforce users, providing an incomplete picture

Can’t run Salesforce activity reports on email data

Deletes data after 6 months; no history of email communications 

Limited customization

Ready to harness the power of email in Salesforce?

Let us know if you’d like to be one of the first to test the solution.

Frequently Asked Questions

Need more help? Contact Us!

What is the Nylas Apex SDK package?

The Nylas Apex SDK is a code library that lets you build engaging communication experiences for revenue teams, powered by real-time customer interactions. The Nylas Apex SDK gives you access to all of the functionality of the Nylas Platform, allowing you to build experiences ranging from contextual email features, automated cadences, smart scheduling workflows, calendar management views, and more in Salesforce.

 

What can a Nylas-Salesforce integration do for my revenue team?

Currently, it’s difficult (if not impossible) to quickly and easily understand all of the different conversations between your revenue team and customers. A particular prospect could be speaking with support, sales, and implementation all at the same time, but none of those messages are accessible when you’re researching for your next call.  With Nylas, users get the context of email conversations with anyone at the account, even if they are not an existing lead or contact in Salesforce.

What do I need to implement this solution?

Contact our partner team to join our community learn more about the Nylas Apex SDK.

Who can sync their customer/prospect emails into Salesforce?

You can sync emails from any user in your organization that you authenticate, regardless of email service provider and Salesforce access. 

Does Nylas store any of my email data?

Nylas doesn’t store any email data in transit and instead syncs it directly to your Salesforce instance. For more information on Nylas’ enterprise-grade security and compliance, check out our security page.