Gmail and Salesforce, read together
Gmail is where the customer conversation really happens: threads, replies and attachments that never make it into any system. Salesforce holds the pipeline: leads, accounts, opportunities and the activity logged against each. The prospect replied three days ago in Gmail; the deal in Salesforce still shows "awaiting reply", and the rep has forty other threads.
Liaison reads Gmail and Salesforce together, ties each thread to a contact and a deal, and tells you which deals are waiting on you, which prospects wrote in and were never added, and what was agreed in the thread that the record does not show.
Where Gmail and Salesforce disagree
- Threads in Gmail with prospects who are not in Salesforce, so inbound interest is never worked.
- Deals in Salesforce marked "waiting on customer" while the customer's reply sits unanswered in Gmail.
- Pricing, terms and dates agreed over email that the Salesforce deal does not reflect.
- Attachments in Gmail (the signed quote, the PO) that never reach the Salesforce record.
- Activity in Salesforce that was logged, and the actual email that says something different.
Questions it answers across both
- “Which deals have an unanswered customer email in Gmail right now?”
- “Who wrote to us this month who is not in Salesforce?”
- “What did we agree with this account over email, and does the deal match?”
- “Which deals forecast for this month have had no email either way in two weeks?”
What Liaison does with Gmail and Salesforce
- Matches Gmail threads to Salesforce contacts and deals and lists the unanswered customer replies and the inbound prospects with no record.
- Drafts the reply in your voice for each waiting thread, for you to send or approve once.
- Drafts the Salesforce updates the threads imply, with the email linked, for you to confirm.
- Writes the daily "waiting on you" list from both: who replied, what they asked, which deal it is.
What it reads and does in each
Liaison across Gmail and Salesforce, set up with you, for $629 a month.
- Connects to Gmail and Salesforce with access you grant and reads them as one record; nothing is replaced or re-entered.
- Does the routine work in your voice; each kind of work is approved once.
- Answers across both: what Gmail says, what Salesforce says, and where they disagree.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison send email from Gmail?
It drafts in your voice and sends only the kinds of email you have approved once, such as a follow-up on a quote. Everything else waits for your yes.
Will it read my whole inbox?
It reads the mailbox you connect. You can limit it to labels or to threads with Salesforce contacts.
Will it change Salesforce records from email?
It drafts the change with the email linked and waits for your confirmation on the first of each kind.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.