Integrate with Salesforce
Integration with salesforce so I can see tasks assigned to this person and recent tasks by other people in my organization.
Hi All,
Our friends at Cirrus Insights (a company that excels in adding Salesforce information into your Gmail) have just added support for Rapportive too :).
This means it’s now possible to use Salesforce and Rapportive in your Gmail at the same time!
You can read about the integration on their blog: https://www.cirrusinsight.com/blog/improving-rapport-with-rapportive/.
Conrad
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Rachel Marie McKay commented
Rachel, from CloudGizmos here! We think Rapportive is a super cool and useful app and our latest product is also a Salesforce Gmail Integration that works with it. It is called The Scoop Composer and it is a gadget that shows you contextual Salesforce data at the bottom of every email (http://www.cloudgizmos.com/salesforce-gmail-integration). You can also create Contacts, Leads, Custom Objects and add your emails to Salesforce from within Gmail. The app is fully customizable by business and by job role so the data shown is always relevant to your users. Feel free to contact us if this is of interest. Rachel
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Jon commented
I'd like to see similar functionality as found in this app:
http://www.cirrusinsight.com/features/
Unfortunately, their plugin requires Rapportive be disabled. But, I really like the ability to "Add to Salesforce" for email communications. And to see all history within Salesforce for a particular contact.
Perhaps you two can chat and find a work-around? Please? Do it for the users!
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Tom H commented
Try the contextual gadget for Capsule CRM (made by Capsule). It's simple but effective. Shows you the name/company from the CRM as well as a button to store the email in the CRM (easier than forwarding to the email dropbox).
Other features may be helpful, too, but that above functionality would make a great MVP.
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Jeremy Higgs commented
I had sent this to Rapportive support, but thought I'd post it here too for discussion:
We're currently using BatchBook, but are slowly migrating over to Salesforce.
The kind of activities we do in email are:
- Receive emails from our stakeholders, potential clients and partners
- Communicate with existing partners on progress
- Answer queries from the public on disability
- Create events/actions from the emailSo, the key functionality for me would be:
- Show me contact information (number, position, name) as well as their history (previous opportunities and amounts, current opportunities) and current tasks
- Allow me to create events (either in my Google Calendar or Salesforce) and tasks (again, Salesforce/Do/Asana)
- Forward the email to Salesforce and associate it with a contact or opportunity
- See Chatter activity on the contactHope this helps!
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Eric Bullock commented
I think the simplest way to go about this is to create an add-on that works outside of gmail or any email client. Essentially, a stand alone Rapportive OR hover bubble that would display the same information that you get in Gmail.
If I am in my CRM and wanted to find out what the person I am about to contact is up to, it would be nice to just hover over the email address and get the pop up with the information.
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Daniel Benoni-Theroux commented
I ended up switching to BatchBook because the lack of social integration of SalesForce is just so frustrating. Just my 2cents/suggestion to any of you who think social integration is important for a CRM and have the flexibility to switch. (And no, I do not work for BatchBook... having my own startup is more than enough right now!).
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Tina Tran commented
It would be great to have the contact data and profile picture pulled from Rapportive to show up in Salesforce, as well as create a lead in Salesforce. Also useful to pull twitter feed from contact into Salesforce UI. Same for company/account data.
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Alexandre Cipriani commented
It would be great to have the same functionnality as batchbook with salesforce!
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Danny Bloomfield commented
It would be great to see open opportunities associated with contacts. Most recent activity. Unresolved tasks. Add new contact to salesforce (using google contact info and scraped info).
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Jenna Langer commented
would love to import rapportive info right into a lead or contact for salesforce, or even create a salesforce contact right from there. Other option would be to load rappotive right from salesforce so I could see the profile of the contacts I already have.
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Paul van Eijck commented
Could we request the Rapportive results using a link (with the E-mail to look up included), just like a link such as http://www.google.com/#q=rapportive&hl=en&fp=1 returns a page with google's search results for "Rapportive"?
That would allow a meaningful integration with Salesforce and I bet there would be numerous other ways this could be used. -
Paul van Eijck commented
For all leads and contacts in Salesforce - typically associated with an e-mail address - I'd like to see the same information as in Gmail. I can then decide to qualify or approach my leads/contacts using a suitable social media platform. Since we also use mailchimp, we could see whether contacts receive our newsletter(s), which would adding and synchronising mailchimp data in Salesforce a thing of the past (!!!). In fact, we started to add social media info to our contacts in salesforce, but stopped it as we realized it would be wasted time once a rapportive integration with Salesforce would be available. If you want rapportive to be used in business, here is your entry point..... Come on guys! Did I say I was waiting for this integration?
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Edwin Fu commented
I think this will be the killer feature. Salesforce's old Director of Social Computing, Clara Shih, build a primitive version called Faceconnector. The purpose was to utilize your social relationships to leverage credibility in your sales process.
Use case: I am prospecting a lead at a company. It would be easier if I could be introduced credibly into that company with someone I know. If the integration existed, I could find relationships, ideally up to 3 degrees, via LinkedIn, Facebook, etc. to introduce myself to the prospect.
I am very familiar with the force.com platform and sales process. I'm in SF and would be interested in chatting for the price of a coffee...
edwin (dot) fu (at) gmail (dot) com
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Jean-Christophe Boulanger commented
Great would-be features:
- See salesforce.com contact info (Company, position…)
- See recent opportunities linked to that contact
- See last activities from that contact -
Tom Allin commented
simply just being able to add a new contact, so you can BCC to salesforce, right there in the plugin would be amazing, rather than having to open up sales force in new tab? So much you could do, this is just the tiniest beginning!
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Vice Becker commented
To be honest my company will choose a new CRM and we want a CRM that Rapportive supports. Sales Force is the most popular out there and marketing guys love it, so I'd love to see Sales Force support as well. I gave them the choice of other CRMs that Rapportive supports however they might want to stick with Sales Force and I'm sure there lots of other Sales Force users out there.
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Judi Sohn commented
Like the idea, but I'd rather see data from contacts in our organization, not other users. For example, does the person have any open/recent opportunities.