Email-to-anything (e2a) is a comprehensive Salesforce email management tool designed to significantly enhance productivity by seamlessly integrating email conversations directly into the Salesforce platform. It allows users to manage emails within Salesforce, automatically create and update records in any object, and capture replies to ensure a complete communication history. The solution supports a wide range of use cases, including Email to Lead, Email to Case, and integration with custom objects. The software facilitates sending and receiving emails directly from Salesforce, capturing all replies and appending them to relevant records. A key differentiator is its AI-driven capabilities, which enable automated triaging, classification, and sentiment analysis of inbound emails. This allows for smarter decision-making and can trigger various actions, such as assigning cases to the best service agent. Email-to-anything offers flexible settings for field-mapping and business unit configurations, ensuring adaptability to diverse organizational needs. It also supports sending emails to distribution lists and can bypass Salesforce email limits where necessary, providing unmatched productivity and enhanced collaboration by allowing users to share drafts and view full email history within Salesforce.

Features & Benefits

• Seamless Email Integration & Management
  • Effortlessly manage emails within Salesforce, view entire conversation history against all relevant records/objects, and share draft emails for enhanced collaboration.
  • Append Emails to Any Object
  • Reply/Send from Any Object
  • Listen for Email Replies
  • View Full Email History
  • Share Draft Emails
• Automated Record Creation & Updates
  • Automatically create or update Lead, Opportunity, Case, and custom records directly from inbound emails, eliminating manual data entry and ensuring all relevant communications are stored against appropriate records.
  • Create any record automatically
  • Update Records Automatically
  • Email to Lead or Opportunity
  • Email-to-Custom Case
  • Send/Forward to Any Object
• AI-Powered Triage & Classification
  • Leverage AI models to automatically triage, classify, and prioritize inbound emails, conduct sentiment analysis, and trigger plug-in actions for automated assignments and smarter decision-making.
  • Plug-in Actions
  • Sentiment Analysis (AI)
• Flexible Configuration & Data Ingestion
  • Customize email templates, utilize advanced field-mapping, and ingest data from attachments to tailor the system to specific business unit configurations and workflows.
  • Customizable Email Templates
  • Advanced Field-Mapping
  • Ingest data from attachments
• Email Distribution & Limit Bypass
  • Send emails to distribution lists built in Salesforce and bypass Salesforce email limits where necessary, ensuring efficient outbound communication.
  • Send emails to Distribution Lists