Cirrus Insight + Zynbit: The deepest Salesforce-email integrations for Outlook and Gmail are coming Together! Learn More ►
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Close deals faster with ZynBit

Choose the right plan for your team and drive more sales with data

Enterprise

Starter

Schedule with ease from your inbox so that you can book more customer meetings.
$7
Per mo / Billed annually
Start your free trial
No credit card required.

Calendar Scheduling with:
Booking Page
Meeting Types
Advanced Views
Scheduling API
Calendar Sync

Mobile
Inbox Sidebar
Business Card Scanning

Pro

Seamlessly collect sales activity data from your inbox, calendar and mobile devices. Sell Smarter.
$16
Per mo / Billed annually
Start your free trial
No credit card required.

All Starter features plus:

Salesforce Sidebar
Outlook & Gmail
iOS & Android

Salesforce Sync
Calendar, Email & Tasks
One-Way or Bi-Directional

Buyer Signals with:
Email & Link Tracking

Expert

Engage with the customers that are ready to close, at the right time, with high-converting sales messages.
$27
Per mo / Billed annually
Start your free trial
No credit card required.

All Pro features plus​​​​​​​:

Buyer Signals with:
Web Visitor Tracking

Email Templates
Inbox Integration
Salesforce Classic
Salesforce Lightning

Courtney Roberts
I have more time for my clients

“With ZynBit, we have more data to understand how many times we are meeting with clients and making sure they are getting the attention they need so we can retain and build our client base.”

Courtney Roberts
Chief Operations Officer, Barber Financial Group

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to find the perfect fit for your team

Zynbit features
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Expert
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SIDEBAR - Customer Insights from Your Inbox
Email Sidebar Supporting
Supports Outlook (Windows)
Supports Outlook for Mac, OWA, & Outlook.com
Gmail (Chrome)
Email View Compatibility
Has "Always On" View
Side Panel for Preview Pane View
Side Panel for Email Read View
Side Panel for Email Compose View
Side Panel for Calendar Event View
Ability to File Email on Send
Ability to File Email to Anywhere View
Calendar Preview Pane View
Calendar Compose/Inspect View
Contact Preview Pane View
Contact Compose/Inspect
Salesforce Integration
Ability to Search and Edit/Update Records
Ability to Create Leads
Ability to Convert Leads
Ability to Edit/Update Leads
Ability to View Leads
Ability to Create New Contacts
Ability to Edit/Update Contacts
Ability to View Contacts
Ability to Filter Insights by Contact
Ability to Create New Accounts
Ability to Edit/Update Accounts
Ability to View Accounts
Ability to Add Account Contact Role
Ability to Add Account Partner
Ability to Add Account Team Member
Ability to Create Opportunities
Ability to Edit/Update Opportunities
Ability to View Opportunity Pipeline
Ability to Add Opportunity Contact Role
Ability to Add Opportunity Partner
Ability to Create Cases
Ability to Edit/Update Cases
Ability to View Cases
Ability to Create Activities (Events, Tasks, Calls)
Ability to Search Activities (Events, Tasks, Calls)
Ability to Edit/Update Activities (Events, Tasks, Calls)
Ability to View Task List
Ability to Create Custom Objects
Ability to Edit/Update Custom Objects
Ability to View Custom Objects
Salesforce/Chatter Activity Feed
Supports logging email with Enhanced Email
Salesforce Email & Attachments
One Click File Email
Integrates with Salesforce Attachments and Notes
Option to Integrate with Salesforce Files
Ability to File Multiple Emails at Once
Automatically File Email Replies
File Emails & Attachments
File Attachments Only
Ability to Search and File Email
Mail Calendars
Ability to Add Salesforce Events from the Mail Calendar
Ability to Auto-Map Calendar Fields
Ability to Continously Sync Events from Outlook to Salesforce
Sync'd Events are Categorized and Color Coded
Ability to Create Salesforce Events and Assign to Someone Else
Intelligent Integration Approach (No config required)
Supports All Data Types
Supports All Custom Objects
Supports Custom Fields
Field Validations
Field Dependencies
Control Fields
Security and Authentication
Oauth/2 Factor Supported
Supports Sandbox Login
Supports Salesforce Custom Domains
Calendar Sharing: A Scheduling Assistant for Your Inbox
Share Free Availability with Personal Calendar Page
Create Meeting Types & Map Your Customer Engagement Process
Set Meeting Questions/Forms
Set Working Hours
Set Meeting Lengths
Include Conference Information (e.g, GoToMeeting)
Meeting Invite Sent from Your Mailbox
Receive New Meeting Notifications
Send Free Available Time
Native Calendar Integration
Supports Office 365
Supports Gmail
Supports Microsoft Exchange Server On-Premise
Scheduling API
Calendar Sharing API
Salesforce Sync: Sync & Track Customer Interactions
Calendar Sync
1 Way Sync
2 Way Sync
Ability to Sync All Day Events
Ability to Ignore Private Event Details
Supports Recurring Events
Email Sync
Sync Email to Salesforce (one-way)
Sync Emails for Only Important Contacts
Ignore Specific Email Domains
Ignore Non-Customer Related Emails
Task Sync
1 Way Sync
2 Way Sync
Ability to Ignore Private Tasks
Supports Recurring Tasks
Supported Environments
Support for Office 365 Exchange Online
Support for Exchange Server (On-Premise)
Support for Gsuite (Gmail)
Support Userbased Token Access
Supports Service Account Mass Authentication
Email & Web Tracking: Customer Engagement & Analytics
Email Opens
Link Clicks
Web Visitor Tracking
Integration for Email and Web
Email Open Reports
Link Click Reports
Web Visitor Reporting
Mobile: Customer Insights On-the-Go
Available for iOS & Android
Full Mobile Inbox
File Email to Salesforce from Inbox
File Emails to Salesforce on Send
Business Card Scanning
Create New Contacts, Opportunities, Cases, etc
Update Contacts, Opportunities, Cases, etc
Log Calls
Create Events
Create Tasks
My Opportunity List View & Edit
My Tasks & Event List View & Edit
Customer Insights on Mobile
Office 365 Mailbox Support
Exchange Mailbox Support
Gmail/Gsuite
Email Templates: Prospect Smarter from Your Inbox
Inbox Integration
Send Email with Templates
Manage Campaign Members and Group Lists
Coming soon
Bulk Send Emails
Coming soon
Salesforce Classic
Salesforce Lightning
Scheduled Email Sends
Coming soon
Email Campaign Analytics
Coming soon
Support
Email
Live Chat
Phone/Remote Desktop
Support Available to All Users on Demand
Live Office Hours
Online Knowledgebase
Salesforce Version Support
Supports Salesforce Group Edition
Supports Salesforce Professional Edition
Supports Salesforce Enterprise Edition
Supports Salesforce Unlimited Edition
Supports Salesforce Partner Community Edition
Supports Salesforce Force.com Edition
Supports Salesforce Single Sign On (SSO)
Clients Supported
Outlook Desktop 2007
Outlook Desktop 2010
Outlook Desktop 2013
Outlook Desktop 2016
Office 365 Outlook Web Access
Outlook Web App for Exchange 2013 & 2016
Outlook for Mac with Office 365 or Exchange 2013, 2016
Support for Terminal Server & Citrix
Support for Published Desktop & VM Ware
Gmail Extension (Chrome)

Five Star Rating + 375
reviews in the AppExchange

More than 10,000 companies are powering data-driven sales with ZynBit

FAQ’s

Is ZynBit compatible with my email and calendar provider?

Yes. ZynBit provides simple Salesforce integration with Outlook, Gmail, and Office 365.

How do I start using the ZynBit sidebar?

As soon as you complete the signup wizard you get to choose your email provider: Outlook | Outlook for Mac | Gmail | Office 365.  Need help? Start a chat with us.

Is this going to be easy for Community Cloud users to onboard?

The number #1 thing we hear from customers is that we make their lives easier. You won’t have to learn complex CRM dashboards or feed extra information to Salesforce. It’s all done for you with simple tools that work from your inbox.

Which email environments are supported?

Gmail | Gsuite | O365 | Outlook | Exchange | Outlook.com | Hotmail.

Does this mean more CRM work to do?

Not at all! ZynBit does all the heavy-lifting for you. It reads your inbox for sales activity and updates Salesforce on its own, without any manual work. And if you want to update fields manually, you do it from your inbox instead of opening Salesforce.

Can I test ZynBit with my Salesforce Sandbox?

Sure! Sign up/Sign in with your production Salesforce account. Once you’re logged into ZynBit you can connect a sandbox via the sidebar or with sync.

Can I use sync only?

Yes. You do not have to install the ZynBit sidebar to sync your calendar, email, tasks or contacts.

How fast does it sync?

Admins have the option to regulate sync frequency from 5 minute intervals to 2 hours. ZynBit can help you acquire data and regulate API calls at the same time.

Do you support my edition of Salesforce?

ZynBit supports all Salesforce editions. Community Cloud | Sales Cloud | Service Cloud | Essentials | Professional | Enterprise | Unlimited

Is ZynBit secure?

We take your security seriously. ZynBit provides enterprise-level security. Many of our customers choose ZynBit as the most secure AppExchange partner. Connection paths of data are completely configurable and secured with SSO, SAML, or OAuth. ZynBit processes minimal proprietary information.

I have more questions…

We’d love to answer them.

Contact Our Sales TeamOr start a 14-day free trial - No CC required
Five Star Rating + 375
reviews in the AppExchange
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