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 .
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.
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