Multi-Record Email Linking for Salesforce
Link a single email to multiple Salesforce records, add notes or tags for context, and keep all related relationships and workflows complete and visible.
Connect Multiple Objects
Associate a single email with multiple Salesforce records, including contacts, opportunities, and custom objects.
Add Context Where Needed
Include notes or tags to clarify how the email relates to each linked record in Salesforce.
Avoid Missed Connections
Ensure important communications are visible across every relevant Salesforce relationship or workflow.
Keep Records Complete
Linking across records ensures your CRM reflects the full context of customer interactions.
See Unaric Sidebar in action
One of our email connector experts will happily show you around the platform. Your demo will include:
An overview of the core features and overall benefits.
A deeper dive into your requirements, and how Unaric Sidebar can help.
A follow up email with details and documentation to help you make an informed decision.
