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Salesforce

CRM

Overview

InboxCare analyzes the information from your Salesforce cases then updates the fields of your choice with the information from its analysis: message categories, attachment categories, extracted information and response suggestions.

How it works

  1. From InboxCare, connect the Salesforce account you want to sync
  2. Among the available captured fields, choose those you want to have InboxCare analyze
  3. InboxCare then analyzes these fields to extract key information and categorize them
  4. The results of the analysis are used to update the fields of your choice in Salesforce, providing you with response suggestions and enriched data for better management of your CRM

Connect Salesforce account to InboxCare

Choose the fields you want to have InboxCare analyze

Choose the Salesforce fields to associate with each InboxCare output

The Salesforce fields you chose are updated with the results of the InboxCare analysis

More integrations

Exchange

Productivity

Categorize messages and attachments according to detected intentions and label them in your inbox in real time for more efficient processing.

Read more

Gmail

Productivity

Optimize the processing time of your messages and attachments by categorizing and labeling them automatically according to the intentions detected.

Read more

HubSpot

CRM

Automate the enrichment of your CRM by extracting relevant data from the messages and attachments you receive.

Read more

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