Nylas Introduces its Nylas Email for Salesforce Package

Salesforce admins and revenue teams can now capture complete customer email context and data from all users directly within Salesforce, eliminating context switching and data disparity.

Nylas, the state-of-the-art communications platform giving developers universal access to email, calendar, and contacts providers through a single API integration, today, announced the general availability of its Nylas Email for Salesforce package. This new package arms Salesforce administrators and revenue teams with a unified view of all customer-facing email conversations, including messages sent by Salesforce and non-Salesforce users, and data within any account, contact, lead, or opportunity record. Users can seamlessly connect and launch the Nylas Email Salesforce package to access comprehensive customer communications data to gain a better understanding of their customers, align on new business and upsell opportunities, and build AI workflows that increase productivity by eliminating context switching around data entry and maintenance.

Even with the addition of chatbots, messaging apps, and more, email continues to be the predominant communication channel worldwide. In 2023, there were 347.3 billion emails sent and received per day, a number that is expected to grow to 408.2 billion per day by 2027. By harnessing Nylas’ new solution, Salesforce users can ensure all types of business logic and context that flow through email conversations can automatically make its way into their CRM.

“From sending and receiving contracts and business-critical document, to conversations around customer support, product feedback, organizational updates, and more, modern business happens over email. At the same time, CRMs have established themselves as the single source of truth for revenue-generating and go-to-market teams,” said Jesse Ervin, Chief Revenue Officer at Nylas. “The Nylas Email for Salesforce package allows administrators to set up and implement the solution in minimal time and with minimal technical resources, while users can seamlessly create a connection and automated workflow between your email and your CRM. This helps businesses to unlock additional context, eliminate manual errors around data entry, and build more effective and personalized sales strategies to facilitate business growth and customer retention.”

Additionally, with the Nylas Email for Salesforce package, users can:

  • Sync email data and schedule personalized communications from all customer-facing teams, including messages sent by Salesforce and non-Salesforce users.
  • Email matching and auto association to existing Salesforce accounts, leads, and contact records.
  • Access to the Nylas Account Inbox Lighting Web Component for a sleek unified view of your email threads.
  • Out-of-the-box compatibility with Google and Microsoft email accounts.
  • Save time and technical resources by completing the initial setup process in under an hour.

Organizations like Terminus and Gistia are already using the Nylas Email for Salesforce package to create affordable and effective automated workflows with email context and data directly within their Salesforce interface. Some of these use cases include:

  • Email-driven AI workflows: Auto-generate email summaries and analyze sentiment with generative AI.
  • Automate revenue intelligence: Use email data to track competitive mentions, next steps, and key dates.
  • Email activity dashboard: Review deal health with activity metrics and forecasting tools.
  • Email performance analytics: Track opens, replies, and bounces to optimize engagement.

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