This may sound like an infomercial, but it’s not going to be one. However if it makes you feel any better feel free to use your inner Billy Mays (RIP) voice to read this article.
HI! Billy Mays here for Mail Drop. The app that you can use with Mail.app and Salesforce.
My job uses Salesforce and although it is nice to have all your information on the Internet for easy access, sometime a Mac user is left in the dust since there is no easy way to get incoming emails into salesforce. That is until recently when doing some research for a client I stumbled upon Maildrop, an application that you can use to get your emails from Mail.app (or Entourage) into salesforce with out having to go through multiple steps.
It’s pretty straight forward, there is either a window that floats above your mail application or you can access it through your AppleScript menu up in the menu bar. Select the “Add Email” option and Maildrop will then go ahead and try to find the correct contact based on their email address. If it can’t find the email address you have the ability to add the person or you could just add it to an account, case, opportunity, or contract. It will also take any attachments that are in the email and upload those as well. This is a real plus for me since I am dealing with contracts and to have them automatically attached to the record is wonderful.
There is one little gotcha with Maildrop and that is you need to have a Salesforce “token” attached to your password in order for it to work. Don’t worry though, it is an easy thing to get and Maildrop will give you the necessary directions on how to get this token.
So if you are like me and use an Mac and Salesforce, give Maildrop and try. The price is right (free) and you’ll thank me later.
{ 0 comments }