# 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="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2Fs4gH9Fv3rRceFQBwu4cj%2FMonosnap%20Mail%20-%20Yuliia%20Nykyforova%20-%20Outlook%202024-12-13%2020-32-23.png?alt=media&#x26;token=e96d5014-569b-48d3-a616-dda43d10e8cc" 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="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FR46uOUIxn0m0oQhPdW1s%2Fimage.png?alt=media&#x26;token=f736e82d-968d-4300-b810-9cca095859fd" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FBuJ7mwqcD6HQ6evtvNma%2Fimage.png?alt=media&#x26;token=78724eae-1f28-4e48-b0c3-d80e9221bad4" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FevZXaEd7NjmoM7ElsO4h%2Fimage.png?alt=media&#x26;token=19aff4a2-ecdd-4ba1-805c-c132ffc9fd9a" alt=""><figcaption></figcaption></figure>

5\. Quick-create CRM records

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FEG8Q2xKQqZzuzLsHTR0j%2Fimage.png?alt=media&#x26;token=df715125-4b23-412a-a83d-cf141a8562e4" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FUu1Euj6pSTJK6C7WwWKb%2Fimage.png?alt=media&#x26;token=50dc28ac-a87c-42a8-979e-93509b6964b9" 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/).