Every outgoing reply, every inbound thread — matched, summarised, and logged to the right Salesforce record without leaving Gmail.
⚡
Auto-Log Outgoing Emails
Enable Auto-Log in Settings and every sent reply or new compose is silently matched to a Salesforce Lead/Contact and logged as a Task — no manual clicks. Smart-muting lets you block specific senders or subjects from being logged automatically.
- Captures reply and compose sends via mousedown + Ctrl-Enter hooks
- Creates Task linked to matched Contact + related Opportunity/Case
- Toast notification with clickable Lightning record link
- Auto-BCC to Salesforce email-to-case address option
🤖
AI Thread Summarisation
Bring Your Own Key — connect Claude (Anthropic) or OpenAI. The full thread is summarised into 2-3 actionable sentences before you log it to the Task Comments.
Q3 renewal at risk. James asked about custom pricing. Waiting for exec approval before Friday deadline.
✎
Inline Salesforce Editing
Click the ✎ icon next to any matched Contact or Lead to edit Title, Phone, Status, or related Opportunity fields (Stage, Amount, Close Date) — all from within Gmail. Optimistic write with instant rollback on error.
👥
Multi-Participant Logging
When a thread has multiple recipients who are all in Salesforce, log one Task with TaskRelations for each participant — Salesforce standard multi-who. Falls back gracefully for orgs that don't enable it.
⏰
Send Later Scheduling
Pick a future date and time before composing. The extension saves the draft, sets a chrome.alarms timer, and reopens and sends the draft at the scheduled time — even if the browser was closed and reopened. No email server required.
⏰
Scheduled Send
Mon Jun 10 · 9:00 AM
Cancel
To: james.taylor@stripe.com · Renewal follow-up
🔕
Smart Muting
Create rules to never auto-log emails from certain senders (e.g. newsletters, your manager) or with certain subject patterns (e.g. "Unsubscribe", "[EXTERNAL]").
🔗
Related To Dropdown
When logging, select which Salesforce record to link the Task to: open Opportunities, active Cases, Campaigns, or Accounts. For Leads: active Campaigns only (SF restriction).
📋
In-Extension Activity Log
Every log action is recorded in the popup Activity Log — timestamp, record name, and whether it was manual or auto-logged. Clickable Lightning links for fast record navigation.
Logged: James Taylor — Q3 Renewal
10:34 AM · auto-logged
Contact updated: Title → VP Sales
9:55 AM · inline edit
Send Later scheduled: Mon 9:00 AM
9:11 AM