Tether

About

Tether connects Outlook Web to Salesforce, eliminating manual data entry and keeping your CRM accurate.

HOW IT WORKS
- Open any email in Outlook Web
- Tether automatically finds the matching Contact or Lead in Salesforce
- One click logs the email as a completed Task with full context

KEY FEATURES

✓ Smart Contact Matching
Instantly identifies Contacts and Leads by email address. See account info, open opportunities, and activity history at a glance.

✓ One-Click Logging
Log emails to Salesforce without switching tabs. Email subject, body, and metadata are captured automatically.

✓ Opportunity Intelligence
See open opportunities linked to contacts. Choose whether to log emails to the Contact, Account, or specific Opportunity.

✓ Follow-Up Detection
Tether identifies follow-up commitments in your emails and offers to create reminder tasks.

✓ Auto-Log on Send
Enable automatic logging for outbound emails. Never forget to log a sent email again.

✓ Signature Parsing
Automatically extracts phone numbers and titles from email signatures when creating new contacts.

✓ Offline Resilience
Lost connection? Emails queue automatically and sync when you're back online.

✓ Duplicate Prevention
Smart hashing prevents the same email from being logged twice.

WORKS WITH
- Outlook Web (outlook.office.com, outlook.office365.com, outlook.live.com)
- Any Salesforce org (Production or Sandbox)

GETTING STARTED
1. Install Tether
2. Click the extension icon and connect to Salesforce
3. Subscribe to Pro to enable logging
4. Open an email in Outlook Web and start logging

SECURITY
- OAuth 2.0 authentication (we never see your password)
- All data stays between your browser and Salesforce
- No backend servers storing your emails
- Tokens refresh automatically

Pro subscription required. Visit grit-kit.com for details.