ContactMonkey Releases Salesforce Email Template Integration With Outlook

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ContactMonkey's integration with allows users to access their Salesforce email templates from right within Outlook. It is the first company in the world to bring this support to market and solves a large shared pain point among customers.

ContactMonkey is thrilled to announce that it now supports Salesforce Email Templates inside of Outlook. It finally offers salespeople a quick and simple way to use Salesforce email templates and track those emails without ever leaving their comfortable Outlook. It is the only company in the world to bring this capability to market and it has solved a very large pain point shared among customers.

ContactMonkey utilizes a simple one-time sign on with Salesforce through Outlook. Users are then able pull down all of their rich HTML, mail merge email templates right into Outlook. For the first time ever, Salesforce customers are able to use this important, yet underutilized, feature.

The current process of using email templates in Salesforce is long and repetitive, rendering the benefits of using templated email material virtually useless for most sales people. They cannot be bothered with the extra process involved and vote to instead store templates in email signatures, text notes and draft emails. As a result, sales people rarely, if ever, use the email templates that have been carefully created by their marketing departments and sales managers. This constitutes a considerable waste of time and financial resources dedicated to creating shared sales and marketing materials that few actually use.

Key features of ContactMonkey’s Salesforce Email Template Integration with Outlook include:

  • Access your Salesforce Email Templates right inside Outlook - never disrupt your workflow.
  • Send beautiful HTML emails right from Outlook with perfect formatting.
  • Edit your templates right within Outlook.
  • Utilize all Salesforce Mail Merge Fields right within Outlook.
  • Track if your templates are opened and if your links were clicked.
  • Automatically sync email to Salesforce when you press Send.
  • One-time set up means you're up and running within minutes.

“This is ContactMonkey’s next great step in helping salespeople spend more time selling and make smart selling decisions,” said Scott Pielsticker, ContactMonkey’s CEO. “By reducing inefficient processes that exist between Salesforce and Outlook and Gmail we can give salespeople the tools they need to save time, use the right messaging, and close more deals faster.”


ContactMonkey for Outlook and Gmail lets users know if, when, how often and where an email has been opened or link was clicked, as well as the email client or mobile device used. It resolves the frustration of not knowing what happens to an email after you hit the “send” button. This gives salespeople the insight they need to focus their time on their hottest leads and prospects.

ContactMonkey also features a Salesforce App which sends email to Salesforce automatically, in the background from Outlook or Gmail. This completely eliminates manual email data entry and paint salespeople and their managers a clear picture of all communication that goes into each and every lead, contact, opportunity and account. Along with recording every email sent to a Lead or Contact into Salesforce, it shows engagement levels by embedding the email tracking analytics data. This allows for powerful and customizable Salesforce reporting.

ContactMonkey offers a free 14-day trial for Outlook, Gmail and Salesforce products. Subscriptions start at just $8/month.

ContactMonkey is suite of email tracking tools for sales teams that integrates with Outlook, Gmail, Google Apps for Business and It delivers actionable insight to make smarter and more informed selling decisions. Founded in 2011, ContactMonkey is a venture-backed company based in Toronto.

For more information, contact:
Scott Pielsticker
ContactMonkey CEO

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Alex Smith
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