See the overview of the add-in's capabilities:  Yoxel Outlook and Gmail addons

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


1. Install Yoxel Salesforce Add-On:


2. Follow the login prompts to activate the app.

  • Confirm your mailbox id
  • Log into your Salesforce account

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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.

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

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5. Quick-create CRM records

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

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7. Activate Follow-Up robot to increase the rate of response.