Automatically Create or Update Salesforce Records from Your Email

Do you spend countless hours manually copying and pasting the relevant information from your email into Salesforce? There’s good news! Parserr’s integration with Salesforce lets you extract leads from incoming/recurring emails and automatically create Salesforce records with dedicated support. 

Seamlessly Integrate Salesforce with Your Favorite Applications

Salesforce is highly customizable and offers a wide range of integrations with other applications, including:

Marketing Automation Platforms

Streamline your marketing and sales efforts with Salesforce’s seamless integration with marketing automation platforms like HubSpot, Marketo, and Pardot. By combining Salesforce with these powerful tools, you can better understand the behavior of leads and prospects, allowing you to target your outreach efforts more effectively.

Collaboration Tools

Salesforce’s integration with popular collaboration tools like Microsoft Teams, Slack, and Google Drive makes it easy for teams to communicate and work together more efficiently. By sharing information seamlessly, you can ensure everyone is on the same page and achieve your goals more effectively.

Customer Service Applications

Improve response times and customer satisfaction by integrating Salesforce with customer service applications such as Zendesk, Freshdesk, and ServiceNow. This integration allows support teams to easily access customer data and support history directly from Salesforce, making it easier to manage customer inquiries and tickets.

eCommerce Platforms

Manage your online sales channels with ease by integrating Salesforce with eCommerce platforms like Shopify, Magento, and BigCommerce. With this integration, sales teams can view and manage customer orders and purchase history directly from Salesforce, improving the overall customer experience.

Financial Management Tools

Get a better handle on your finances by syncing Salesforce with financial management tools like QuickBooks, Xero, and Sage Intacct. By integrating Salesforce with these tools, sales teams can view and manage customer financial data and invoices directly from Salesforce, making it easier to manage your finances and grow your business.

Salesforce Use Cases

Salesforce integration with Parserr lets you automate the email to lead workflow in Salesforce and here are some use cases that can revolutionize your business:

Sales

Now, sales teams can easily log and track customer communication and the status of deals in progress with Salesforce. This helps sales agents stay up-to-date on important information about their leads and customers, enabling them to make informed decisions and close deals more efficiently.

Customer Support

Customer support teams can use Salesforce’s Email-to-Lead feature to log support requests and track customer interactions seamlessly. This improves organization and collaboration between team members, leading to faster and more effective solutions for customers.

Marketing

Marketing teams can track the effectiveness of their email campaigns and capture leads easily with Salesforce. By recording all interactions in Salesforce, marketers can gain valuable insights to optimize their strategies and improve overall campaign performance.

Project Management

Project managers can use Salesforce’s Email-to-Lead feature to streamline project-related communication, such as status updates, feedback, and approvals. This helps them keep their teams aligned, monitor progress, and make informed decisions based on real-time data.

Collaboration

With Salesforce’s Email-to-Lead feature, teams can collaborate and share information seamlessly, as all communication is logged in Salesforce. This ensures team members are up-to-date on the latest updates and progress, improving efficiency and effectiveness in teamwork.

Make the Switch to Automated Email Parsing

Kickstart your
set up

Create your account and follow the in-app steps to configure Parserr at your own pace. 

 

Configure your
parsing rules

Use Parserr’s rule builder to define and refine extraction rules, ensuring you capture only the data you need.

Sit back and
relax

Connect Salesforce, set your workflow, and automate. Parserr handles the rest.

Supercharge Your Business Growth with Parserr Today.