iSOLV Inbox — Free 60-day trial

Your trial is
ready to go.

Install iSOLV Inbox into your Salesforce org — it takes under 10 minutes. Your free 60-day trial starts the first time you sign in; no credit card needed.

Trouble installing? email us and we will get you set up directly.

Getting started

Five steps to a
linked inbox.

Most orgs are up and running in under ten minutes.

01

Install the package

Click the install link below. Works with Salesforce Enterprise Edition and above. Partway through, Salesforce will show an "Approve Third-Party Access" screen — check "Yes, grant access to these third-party web sites" and click Continue. This approves iSOLV Inbox's secure connection; without it, the inbox won't load.

02

Complete the setup wizard

Connect your Microsoft 365 or Google Workspace email — you'll approve iSOLV Inbox in Salesforce first (Salesforce's own Allow screen), then in Microsoft or Google — and configure your settings. The wizard walks you through each step.

03

Add the Inbox tab

Use the wizard's app selector to add the iSOLV Inbox tab to whichever Salesforce apps your team already works in.

04

Invite your team

Assign access to users in the Management App, up to the user count on your plan.

05

You're ready

Your inbox is live inside Salesforce. Read, send, and manage email without leaving your CRM.

Need a hand?

We're here to help.