How do I add email attachments to Salesforce?

Ebsta Support -

It's quick and easy to add email attachments to Salesforce using Ebsta.


1. Open an email in Gmail and click the Add Email to Salesforce icon Screen Shot 2014-08-19 at 14.30.18.png.




2. In the Add Email to Salesforce window, choose the Salesforce record you wish to add the email and email attachment to.




3. Click on the attachment(s) you wish to add to Salesforce (e.g. EbstaProposal.png). 

Note: The attachment will turn green.




4. Click Save. Ebsta will then add the email to Salesforce with the attachment(s) added.





Recommended next reading:

What are the Ebsta icons in my Gmail inbox?

How do I customize the fields in Ebsta's Add Email to Salesforce window?

How do I sync my Salesforce Contacts to Google?