> For the complete documentation index, see [llms.txt](https://helpdocs.yoxel.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdocs.yoxel.com/getting-started-with-yoxel-add-ons.md).

# Getting started with Yoxel Add-Ons

See the overview of the add-in's capabilities:  [Yoxel Outlook and Gmail addons](https://helpdocs.yoxel.com/yoxel-addons/yoxel-outlook-and-gmail-addons)\
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The full range of capabilities, including 'convert a lead', 'log event', and 'automatic sync' can be activated by installing Yoxel Workspace sync: [Getting started with Yoxel Workspace Sync](https://helpdocs.yoxel.com/)\
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1\. Install Yoxel Salesforce Add-On:

* [Installing Yoxel Gmail plugin](https://helpdocs.yoxel.com/yoxel-addons/installing-yoxel-gmail-plugin)<br>
* [Installing Yoxel Outlook add-in (for yourself)](https://helpdocs.yoxel.com/yoxel-addons/installing-yoxel-outlook-add-in-for-yourself)<br>
* [Installing Yoxel Outlook add-in (for all users)](https://helpdocs.yoxel.com/yoxel-addons/installing-yoxel-outlook-add-in-for-all-users)

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2\. Follow the login prompts to activate the app.

* Confirm your mailbox id<br>
* Log into your Salesforce account

<figure><img src="/files/mbdLLTbG1cIdAekwamWE" alt="" width="302"><figcaption></figcaption></figure>

3\. Select an email/thread to view in Outlook/Gmail and the add-in will surface a relevant CRM lead or contact. You will be able to edit/delete the CRM record, convert a lead, created a task, log a call.

<figure><img src="/files/lQz7kLA5Wqap79LeOjP5" alt=""><figcaption></figcaption></figure>

4\. Go to the **'Home'** page to see all related CRM objects and log an email:

<figure><img src="/files/tJfMQ6mEL7pFWB7zPpYC" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/3LJfyYPTeyrQKeVo6r49" alt=""><figcaption></figcaption></figure>

5\. Quick-create CRM records

<figure><img src="/files/2KqkUsHwYjg3zbEaNcAZ" alt=""><figcaption></figcaption></figure>

6\. Check status of the automatic sync (email, calendar, contacts, tasks)

<figure><img src="/files/7C7GtOTd0Gwqny3q2LTo" alt=""><figcaption></figcaption></figure>

7\. Activate [Follow-Up robot](https://helpdocs.yoxel.com/yoxel-addons/follow-up-robot) to increase the rate of response.\
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8\. [Share availability and schedule meetings](https://www.yoxel.com/blog/salesforce-schedule-meetings/).\
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9\. [Convert leads](https://www.yoxel.com/blog/salesforce-convert-lead/).\
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10\. [Log email and create opportunity](https://www.yoxel.com/blog/salesforce-log-email-create-opportunity/).