Cirrus Insight for Gmail
Cirrus Insight is the seller-led, AI-orchestrated Sales Operating System that runs natively alongside Salesforce. For over a decade, we’ve captured and cleaned the relationship history you depends on; automatically logging emails, calendar events, and tasks from Gmail straight into Salesforce, across one or many orgs. The result is trustworthy data that powers real pipeline growth, tighter deal management, and forecasts you can stand behind. Inside the inbox, reps get scheduling, meeting prep briefs, live coaching, and automated follow-ups that keep momentum high. Inside Salesforce, admins and leaders get pristine activity data, configurable capture policies, and native reporting that surfaces what truly drives wins. Cirrus turns everyday GTM activity into a clean, continuous signal, so your Salesforce instance becomes the engine of your revenue, not just a system of record. Cirrus Insight supports all editions of Salesforce including Unlimited, Enterprise, Professional, Group, Contact Manager, and Developer. Cirrus Insight supports Gmail; Outlook 2010, 2013, 2016; Office 365; iOS; Android; and Citrix. Compare to: Revenue Grid Match My Email Gong Chili Piper
Top keywords
- salesforce5×2.94%
- cirrus4×2.35%
- cirrus insight3×1.76%
- insight3×1.76%
- activity2×1.18%
- cirrus insight supports2×1.18%
- data2×1.18%
- gmail2×1.18%
- inside2×1.18%
- insight supports2×1.18%
- revenue2×1.18%
- supports2×1.18%
Contact Creation Superflow
Data quality is an ever present issue when setting up a Contact and the contact's relationships to other Accounts and Opportunities. This Flow uses brand new features in Winter '23 like Data Table and multi-select Lookup to create a seamless contact creation experience. First you'll have your users create the contact using the minimum-amount of fields required. Then, using the 'Relate Contacts to Multiple Accounts' feature, you'll be able to relate that Contact to as many Accounts as you need and assign them a role. Once that's done, the Flow will look for any 'Open' opportunities for those selected accounts, and display them in a Data Table on the screen. The user can select any number of Opportunity records and an Opportunity Role. From the opportunities selected, the Flow will create Contact-Opportunity role records.
Top keywords
- contact4×2.99%
- accounts3×2.24%
- data3×2.24%
- flow3×2.24%
- opportunities3×2.24%
- role3×2.24%
- data table2×1.49%
- opportunity2×1.49%
- records2×1.49%
- selected2×