Sales Teams, Boost Productivity
Email Intelligence Inside Your Inbox
Access AI-powered email composition, response drafting, and sentiment analysis directly within Gmail and Outlook while connected to your Salesforce data.
Save Hours Every Week
Reduce email writing time by up to 70% with contextual templates, personalized responses, and AI-generated follow-ups based on your Salesforce history.
Service Teams, Enhance Customer Experience
Contextual Support Responses
Generate detailed support responses that reference past tickets, account history, and knowledge articles without leaving your email client.
Smart Case Management
Create new Salesforce cases, update existing ones, and track customer interactions through the seamless email integration with your Service Cloud.
IT Teams, Simplify Implementation
Fast Deployment
Set up the Gmail or Outlook plugin in under 15 minutes with no custom code required. Simply install from the Microsoft or Google Workspace marketplaces.
Seamless Salesforce Integration
Connect directly to your Salesforce org with secure OAuth authentication and permission sets that comply with your security requirements.
Powerful Capabilities
Email Composition
Generate personalized emails based on Salesforce data, past interactions, and AI understanding of your business context.
One-Click Data Updates
Create or update Salesforce records directly from your email, including contacts, opportunities, and cases.
Real-Time Insights
View relationship history, sentiment analysis, and key account details while reading or writing emails.
Email-to-Case Integration
Automatically route and categorize incoming customer emails to the right Salesforce cases with AI classification.
Frequently Asked Questions
The plugin can be set up in under 15 minutes with no custom code required. Simply install it from the Microsoft or Google Workspace marketplaces and connect it to your Salesforce org using secure OAuth authentication. The system uses your existing Salesforce permission sets to ensure compliance with your security requirements.
The AI email composition feature generates personalized emails based on your Salesforce data, past interactions, and business context. It can create contextual templates, draft responses, and generate follow-ups while maintaining your company's voice and tone. The system integrates directly with your email client, allowing you to compose, edit, and send emails without leaving your inbox.
The plugin provides real-time access to key Salesforce data including contact information, account history, past interactions, and case details. You can view relationship history, sentiment analysis, and account insights while reading or writing emails. The system also enables one-click creation and updates of Salesforce records, including contacts, opportunities, and cases, directly from your email client.
The 70% time savings is achieved through AI-powered email composition that eliminates the need to write emails from scratch. The system generates personalized templates based on your Salesforce context, drafts responses to common inquiries, and creates follow-up emails automatically. Users report saving up to 8 hours per week by leveraging these AI capabilities while maintaining professional communication standards.
Why Choose Gmail & Outlook Plugin
70% Less Email Writing Time
Salesforce users report saving up to 8 hours per week by using AI-generated email templates and responses tailored to their context.
Enhanced CRM Adoption
Making Salesforce data accessible inside email clients increases CRM adoption by 46% and improves data hygiene.
Consistent Communication
Ensure all team members use consistent messaging and tone with AI templates that reflect your company's voice.
Transform Your Email Workflow with Salesforce AI
Discover how GPTfy's Gmail and Outlook integration can transform your email experience in just 30 minutes. We'll show you real examples based on your team's workflow.