Salesforce

Omnibar for G-Suite

« Go Back
Information
12/19/2024, 3:38 PM
12/19/2024, 3:54 PM
Fields

Omnibar for G-Suite

 

This article describes how G-Suite users can use Omnibar within their inboxes and calendars. 

 

Add Contacts to Salesforce

Hover over any email or open a calendar event and the prospect's record will appear in Omnibar if they exist in Salesforce. If no Salesforce record exists, you'll see a "+ Add Contact" button in the Omnibar (check out the Calendar screenshot below to see this).

 

Screenshot 2024-12-19 at 9.43.50 AM.png

 

 

At the top of the Omnibar, you can also click: 

 

  1. Related Records: To open related records to view accounts, opportunities, or custom objects related to the person you're emailing.

  2. All Recipients: To switch between multiple prospects on a thread or view Related Records.

 

Omnibar Prospecting and Prep Tips

Before sending an email or jumping on a meeting, use Omnibar to:

 

  1. Check the activity history for the contact and account to make sure you are up-to-date on recent engagements and any account status changes

  2. Check out opportunity notes to make sure you get brought up to speed on deal stages

  3. Add to flow: You can add leads or prospects directly to a flow from the Omnibar to follow up with.

  4. Create an action: Create a one-off action outside of your flows to engage with your prospects

  5. Check out LinkedIn Sales Nav

 

Omnibar in Google Calendar

When you're viewing your Google calendar, prepping for a meeting, or inviting prospects/clients to a meeting, you can have all of the Salesforce/LinkedIn context available to you with the Omnibar by hovering over a prospect the same way as Gmail above. 

 

If no Salesforce record exists, you can easily add one from Omnibar (right side): 

 

 

Omnibar Calendar Details

  • Open Omnibar either in your entire Calendar View or inside an individual event.

  • Hover over email addresses in the attendee list for Omnibar to update that person's Salesforce record the same way as from Gmail with Omnibar.

  • Quickly create a contact or lead by clicking the '+' icon if someone on the meeting is not in Salesforce yet.

Omnibar for G-Suite
Omnibar-for-G-Suite

Powered by