EMAIL-TO-ANYTHING

Email-to-anything adds intelligent email automation to Salesforce, the world’s leading CRM.

Email-to-anything (E2A) enables you to automatically create Leads, Cases and Opportunities from inbound emails or web forms. In fact, E2A can create new records in any object in Salesforce, including custom objects.

E2A can capture email history against any Salesforce record or object and can also keep existing records bang up-to-date by auto-populating missing fields or updating existing fields with new information.

E2A delivers amazing productivity gains to the Salesforce platform, helping your whole workforce work smarter and more efficiently.

FREE 30- DAY TRIAL

Available now on the Salesforce AppExchange.

Use Cases

Sales Leads

Auto-forward sales inquiries (by email or web form) to Salesforce, automatically create Leads or Opportunities in the Lead or Opportunity object, then auto-assign to sales reps, sales teams or queues. E2A ensures leads are processed as soon as they are received, leading to higher conversion rates and increased sales.

Cases

Auto-forward customer requests to the Cases object in Salesforce. If the contact already exists, E2A logs the request as a new case against that contact/account. If it doesn’t exist, E2A creates a new contact & case. E2A shortens the time to resolution and helps improve customer satisfaction ratings.

IT Tickets

Receive internal IT requests to a specific mailbox, auto-forward them to your custom “IT Tickets” object in Salesforce, create the tickets automatically, and assign them to an agent or queue for resolution. E2A enables tickets to be assigned instantaneously, meaning a decreased time to resolution, less downtime and higher workforce productivity.

Helpdesks

Automatically create tickets from emails (or web forms) for any helpdesk scenario. Auto-forward or CC emails to any object in Salesforce, including custom objects. Use E2A to handle external (customer/prospect) or internal (staff) requests. E2A can be coupled with its sister app Q-assign, to enable the intelligent assignment of leads, cases and helpdesk tickets.

FEATURES

EMAIL TO LEAD, CASE OR ANY OBJECT

Receive email enquiries directly to Salesforce. Automatically create Leads, Cases, Opportunities or any type of record, object or ticket.

MATCH DATA TO EXISTING RECORDS

Emails can be matched to an existing Salesforce record. Populate empty fields, or update fields with fresh data.

SEND EMAILS FROM ANY SALESFORCE OBJECT

Advanced email client can send emails from within any Salesforce record/object, including Leads, Cases or any custom object.

STORE EMAIL HISTORY AGAINST ANY RECORD

Unique thread ID ensures inbound & outbound emails relating to a specific record are stored as conversations against that record.

SUPPORTS ANY EMAIL CLIENT

Import records from any email client including Office 365, Outlook, Exchange, Gmail, Apple Mail, webmail or any mobile email app.

CREATE, SAVE & RETRIEVE EMAIL DRAFTS

Save and retrieve draft emails within SFDC. Share draft emails with other users. Get draft email’s reviewed by someone else. All within SFDC.

Screenshots

USER BENEFITS

Save time and money

Automate Lead Creation

Automatically create records in Salesforce, including leads, opportunities and cases, eliminating the need for the manual, labour-intensive record-creation.

Reduce manual errors

Increase data accuracy

Clever rules automatically extract data from incoming emails and populate specific fields within SFDC records and objects, ensuring they are kept up to date.

Increase customer satisfaction

Shorten time-to-resolution

Process cases more quickly due to automatic case creation. Also, update and close down cases automatically, further reducing resolution times.

Grow your sales pipeline

Speed up lead creation

Create Salesforce leads and opportunities much more quickly, enabling your sales teams to deal with them whilst they are still “hot”.

Increase close rates

Empower your sales teams

Empower your sales teams by embedding email history directly into SFDC records – enabling sales people to assess and respond to opportunities more quickly

Improve workflows and productivity

Enable collaboration

View draft emails directly within Salesforce and share drafts with other users for preliminary feedback or approval.

Testimonials

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Beige O
Salesforce AppExchange Review

I am extremely impressed with the speed and level of service I received from Ortoo on our latest project. They were prompt, diligent and ensured to follow up at every step of our project.

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Rocky G.
Salesforce AppExchange Review

I have implemented the Ortoo email app at a couple of companies and have been thrilled with the results.

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Leigh G
Salesforce AppExchange Review

This app does exactly what it says it does. Documentation is good and setup is simple. We’ve used it for over a year with no issues at all.

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Jessika B.
Salesforce AppExchange Review

Great app and easy setup. Working with the support team was great and they were able to help me get the app up and running in no time.

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