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Salesforce CRM

YAMM integrates with Salesforce in two complementary ways: import contacts from Salesforce into your contact list spreadsheet to run a mail merge, and log YAMM campaigns back into Salesforce so all conversations appear in each lead's profile.

Import contacts from Salesforce CRM​

Awesome Table Connectors lets you import Salesforce data, including your contacts.

Prerequisites

  • You have a Salesforce account.
  • You have installed and launched Awesome Table Connectors.

  1. In the Awesome Table add-on Home screen, click Create new request.

    Launch empty home screen

  2. Open the Salesforce connector.

    Awesome table connector select Salesforce

  3. On the Connect to Salesforce screen, click Sign in with Salesforce.

  4. Enter your Salesforce username and password and click Log In.

    Salesforce login page enter credentials

  5. Open the Select data drop-down and select List records.

    Salesforce list records

  6. Open the Salesforce object drop-down and select Contact.

    Salesforce select contact

  7. (Optional) Use Preview & Select columns to choose the columns you need.

  8. Click Run to start your request.

Your contacts are imported into your Google spreadsheet, ready for YAMM.

Result Salesforce

Log YAMM campaigns into Salesforce​

Salesforce lets you log Gmail campaigns into your Salesforce account so all conversations with prospects or clients appear in their lead profile.

1. Enable 'Email to Salesforce'​

Click the top-right corner icon > Setup.

Setup in the Salesforce top-right corner menu

In the left sidebar, click Email > Email to Salesforce.

Email to Salesforce under Email in the Salesforce sidebar

Click Edit > select Active.

Active option selected when editing Email to Salesforce

Click Save. A Send Notification Email to Users pop-up appears.

Send Notification Email to Users pop-up shown after saving

If other users from your company are registered with your Salesforce account, click Send Notification Email; otherwise click Skip This Step.

2. Log out and log back in​

Salesforce doesn't refresh settings instantly — log out, then log back in to update your settings menu.

Logging out of Salesforce to refresh the settings menu
Logging back in to Salesforce to refresh the settings menu

3. Locate the 'Email' menu option​

Email menu option in the Salesforce settings

In the left menu, click Email > My Email to Salesforce.

My Email to Salesforce under Email in the Salesforce menu

Your Email to Salesforce address appears in the yellow box.

info

This is the unique email address you'll add as a bcc recipient in your spreadsheet.

In My Acceptable Email Addresses, enter every address you use to email leads and contacts, separated by commas. Only emails from these addresses are added to the activity history of related records.

My Acceptable Email Addresses field with comma-separated addresses

Choose your Email Associations settings and click Save.

Email Associations settings, with the Save button

4. Configure your contact list spreadsheet​

List all your recipients (or import them from Salesforce). Paste the Email to Salesforce address under a bcc column.

Contact list spreadsheet with the Email to Salesforce address in a bcc column
info

Learn more: Reach multiple recipients per row.

5. Start your mail merge with YAMM​

Run YAMM: Extensions > Yet Another Mail Merge: Mail Merge for Gmail > Start Mail Merge.

Start Mail Merge in the Yet Another Mail Merge submenu

6. Check the email logs in Salesforce​

If a recipient matches a Salesforce lead or contact, the email appears in their profile under Activity.

Salesforce lead profile showing the email under Activity

If not, find the emails under Settings > Email > My Unresolved Item > Emails.

My Unresolved Item Emails under Settings and Email in Salesforce
warning

It can take a few minutes to record all your emails. If you don't see them, wait a bit longer.