Sales Assist: Auto-fill contact domains from Gmail and Salesloft in the Sales Assist Chrome extension

Follow

When crafting emails in Gmail, or perusing accounts in Salesloft, the Sales Assist Chrome extension will automatically search for existing Streams created for that company.

No Stream for that company yet? Create a new Stream and the contact’s domain will be auto-filled to get you started. 

Read on to learn more about this feature. If you haven’t already, download the Sales Assist Chrome extension here

 

Auto-fill from Gmail

Sales Assist knows who you’re emailing when Gmail is open in Chrome. When the Chrome extension is open, it’ll automatically search for any Stream created for the domain matching that email. 

Try this to see it in action:

  1. Open Gmail in Chrome
  2. Open the Sales Assist Chrome extension
    mceclip0.png
  3. Click into the Manage Streams section of the extension
    mceclip1.png
  4. Start a new email
  5. Enter the email recipient address on the email as you normally would
  6. Click into the body area of the message

The Sales Assist Chrome extension will automatically search for Streams that match the domain of your recipient. 
mceclip2.png

No Streams for that company yet?

Start a new Stream in the Chrome extension and the email will auto-fill in the new Stream form.
mceclip3.png

 

Auto-fill from Salesloft

The Sales Assist Chrome extension can grab the domain of an account you're viewing in Salesloft, then automatically search for existing Streams for that domain. 

Try this to see it in action:

  1. Open Salesloft in Chrome
  2. Open the Sales Assist Chrome extension
    mceclip0.png
  3. Click into the Manage Streams section of the extension
    mceclip1.png
  4. Open an account page in Salesloft

The Sales Assist Chrome extension will automatically search for Streams that match the domain of that Salesloft account.
mceclip0.png

No Streams for that account yet?

Start a new Stream in the Chrome extension and the domain will auto-fill in the new Stream form.
growco.com.png

0 out of 0 found this helpful