Ebsta Inbox: Salesforce Email Templates

Save time copying and pasting the same message over and over by accessing your Salesforce Templates directly in your mailbox.

How to access Salesforce Templates in Gmail?

1. Click on the Email Template icon at the bottom of the compose window in Gmail.
2. Ebsta will display a list of available Salesforce Templates from one of your folders and also show you how they’re performing so you can pick the best one.
3. Once you have selected the Salesforce Template you wish to use, Ebsta will merge the related Salesforce fields and pre-populate the template into Gmail. You can alter the text if necessary.

Video Tutorial (Gmail)

How to access Salesforce Templates in Outlook?

  1. Click on the Email Template icon in the Ebsta sidebar whilst composing an email.
  2. Ebsta will display a list of available Salesforce Templates from one of your folders and also show you how they’re performing so you can pick the best one.
  3. Once you have selected the Salesforce Template you wish to use,  Ebsta will merge the related Salesforce fields and pre-populate the template into Outlook. You can alter the text if necessary. 

Video Tutorial (Outlook)

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Build deeper relationships with customers across longer life cycles and identify the wider revenue risks and expedite opportunities in your pipeline.

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