Outlook + Salesforce
The best Outlook and Salesforce integration
Automatically sync Outlook emails and calendar events to Salesforce in real time, with full data ownership and enterprise-grade compliance.
How it works
Seamlessly sync contacts, emails and calendar
Automatically log emails and calendar events for clean data, accurate reporting and strong CRM adoption, with no manual effort.
Contact creation and enrichment
EverReady automatically extracts key information from email signatures to create and enrich contacts.
Sync emails
EverReady is designed to align with your existing Salesforce org processes.
Sync calendar
EverReady also syncs your Microsoft Teams meeting reports.
ISO 27001 certified
EverReady integrates advanced rules to protect data privacy.
Comparison
The best way to sync Outlook with Salesforce
The native Outlook integration and Einstein Activity Capture compared to EverReady.
| Feature | Outlook integration | Einstein Activity Capture | EverReady |
|---|---|---|---|
| Real-time email sync | |||
| Real-time calendar sync | |||
| Automatic contact creation | Limited to name and email | Complete, all data in the signature | |
| Automatic sync and Outlook panel in one app | Panel only, manual logging | Sync only | Both, panel coming soon |
| Business rules and custom objects | |||
| Privacy for private and personal data | Sometimes at risk | ||
| Filters and customization | Weak | Mid | High |
| Support | ★★☆☆☆ | ★★★☆☆ | ★★★★★ |
Built for enterprise
Everything included, with full control
Advanced sync controls, privacy and governance, native to Salesforce.
Standard and custom objects
Sync across Accounts, Contacts, Leads, Opportunities and your custom objects.
Privacy
Automatically excludes private, confidential and personal emails and meetings.
Shared mailbox
EverReady connects to shared mailboxes (contact@, sales@, support@ and more).
Custom filters
Text or HTML format, message size, attachments, call duration, business hours and more.
Email conversation thread
EverReady syncs the full conversation history within each synced email.
Two sync modes
Automatic sync in the background, or email by email from the EverReady app for Outlook (coming soon).
Outlook app · Coming soon
Bring Salesforce into every Outlook email
Alongside automatic sync, the EverReady app for Outlook adds a Salesforce side panel next to every email. Reps create a contact from the email signature and log any email on a contact or an opportunity, in one click.
- Contacts created from email signatures, fields prefilled
- Emails logged on a contact or an opportunity
- Works alongside automatic Outlook sync
For every team
One integration, every use case
Reliable Outlook activity in Salesforce, for the whole revenue team.
Sales teams
EverReady removes manual tracking so reps always work from accurate, up-to-date deal data and stay focused on selling.
Account managers
A complete, shared view of ongoing discussions across teams, to coordinate renewals and identify expansion opportunities.
RevOps and Salesforce admins
Consistent data models, accurate associations and full data ownership, for scalable reporting and stronger governance.
Marketing
Contacts, emails and meetings from Outlook create reliable signals for segmentation and attribution based on real engagement.
FAQ
Outlook and Salesforce, answered
What is the best Outlook Salesforce integration?
The best Outlook Salesforce integration ensures emails and calendar meetings are captured automatically and associated with the right records. It should support enterprise requirements such as data governance, compliance, and reliable reporting, while removing manual effort for users. EverReady delivers this by providing real-time Outlook activity sync, accurate record matching, and full Salesforce data ownership.
Can I sync historical emails and meetings?
Yes. EverReady supports historical data synchronization, unlike many native solutions.
Is Outlook Salesforce sync secure and GDPR compliant?
EverReady is ISO 27001 certified and designed with enterprise-grade security, privacy controls, and GDPR compliance, ensuring sensitive data remains protected.
The best alternative to Einstein Activity Capture
More control, better data, advanced privacy, native to Salesforce.
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