Salesforce and SyncSignature
SyncSignature applies email signatures at the Gmail or Outlook layer. Sales reps working in Salesforce send with the correct, centrally managed signature every time. No Salesforce AppExchange app required. No Salesforce integration to configure.
5-seat minimum. Annual billing. No card required for trial.
How Salesforce and SyncSignature work together
SyncSignature does not connect to Salesforce directly. The two tools work at different layers. Salesforce handles pipeline, contacts, opportunities, and sales workflows. SyncSignature operates at the Gmail or Outlook layer, writing the correct centrally managed signature into each user's account. When a sales rep sends an email through Salesforce Sales Engagement Cadences, through Lightning Sync with Gmail or Outlook, or through a direct Gmail or Outlook compose, the email passes through the user's Gmail or Outlook account. SyncSignature has already applied the correct signature at that layer.
Salesforce does not see the signature process. SyncSignature does not see Salesforce CRM data. No integration between them is needed or available. The underlying mechanism is directory sync between SyncSignature and your Google Workspace or Microsoft 365 tenant.
Is SyncSignature the right fit for Salesforce teams?
Salesforce buyers come in two broad groups, and SyncSignature fits one of them.
The group that does not fit: large enterprise Salesforce deployments with formal compliance gating. These teams typically require SOC 2 attestation, SAML SSO into every vendor, SCIM provisioning, audit log exports, and dedicated tenancy or regional hosting controls. SyncSignature does not currently offer any of these. If your procurement process demands them, SyncSignature is not the right choice today, and the honest answer is to look at Exclaimer or a comparable enterprise tool.
The group that does fit: mid-market Salesforce deployments running on Google Workspace or Microsoft 365, typically 50 to 1,000 employees, without hard compliance gating. These teams need centrally managed email signatures for sales reps running Sales Engagement Cadences, and they need the signature to be applied at the Gmail or Outlook layer where those Cadences actually send from. SyncSignature fits that shape cleanly.
How it works
Two systems working at different layers. No configuration needed between them.
Connect SyncSignature to Google Workspace or Microsoft 365
In SyncSignature, authenticate with your Google Workspace super-admin account, or connect your Microsoft 365 tenant through the Microsoft Graph API consent flow and deploy the Outlook add-in via Microsoft 365 Centralized Deployment. SyncSignature reads the directory and assigns signature templates to each user.
Signatures are applied at the Gmail or Outlook layer
For Google Workspace users, SyncSignature writes the signature directly into each Gmail account. For Microsoft 365 users, the Outlook add-in injects the correct signature at compose time. The signature is in place before any Salesforce feature routes email through the account.
Sales reps send from Salesforce with the correct signature
When a rep runs a Salesforce Cadence, uses Einstein Activity Capture plus Lightning Sync, or composes directly in Gmail or Outlook, the SyncSignature signature is already in place. The email goes out correctly branded. No per-rep setup. No Salesforce AppExchange listing required.
What this covers
Every member of your sales team sends consistently branded emails through Salesforce's mail features without any per-rep setup. Sales managers do not chase reps for signature compliance. Marketing and brand teams control the signature template centrally. Link click tracking on signatures works across all emails sent from Salesforce's connected mail, giving you engagement data on every outbound send.
Group-based signature targeting means different sales teams, SDR versus AE versus CSM, can each have their own template. Banner campaigns can run across the sales team for quarterly promotions, new product launches, or event invitations, without touching Salesforce at all.
What SyncSignature does not do with Salesforce
SyncSignature does not read any data from Salesforce. It does not push signature data into Salesforce. It does not integrate with Salesforce reporting, pipeline, analytics, or any CRM field.
SyncSignature is not listed on the Salesforce AppExchange. No AppExchange app exists to install. The integration path runs entirely at the Gmail or Outlook layer.
Salesforce Classic email, the legacy native Salesforce email that sends from Salesforce's own infrastructure and not through Gmail or Outlook, is not covered. Signatures applied by SyncSignature do not reach emails sent that way. Mid-market Salesforce deployments using Lightning Experience with Gmail or Outlook integration are the supported configuration.
The legacy Salesforce Inbox product was deprecated in July 2024. Its successor is Einstein Activity Capture plus Lightning Sync. SyncSignature works with either, as long as the underlying sends route through a connected Gmail or Outlook account.
SyncSignature does not currently meet enterprise compliance requirements: no SCIM endpoint, no SAML SSO into the admin panel, no SOC 2, no HIPAA, no dedicated tenancy, no audit log exports. Enterprise Salesforce deployments with those requirements should evaluate Exclaimer or a comparable enterprise tool instead.
Salesforce alone vs Salesforce with SyncSignature
| Capability | Salesforce alone | Salesforce + SyncSignature |
|---|---|---|
| Signature on Cadences emails | Depends on per-user Gmail/Outlook setup | Automatic, central template |
| Marketing-controlled signature template | ||
| Different templates for SDR/AE/CSM | Manual per user | Group-based targeting |
| Signature link click analytics | ||
| Banner campaigns | ||
| Instant template updates across team | One admin change, deployed immediately | |
| Signature in Salesforce Classic email | Via Salesforce native field | Not covered |
Pricing
SyncSignature Teams starts at $2 per user per month, billed annually. Minimum 5 users. Includes directory sync, signature templates, group targeting, banner campaigns, click analytics, and multi-workspace support. 7-day free trial, no card required.
Annual billing only. Pricing scales down from $2 to $1.40 per user at 100 users. The Solo plan at $6 per month covers individual users. The Agency plan covers unlimited clients with per-client workspaces and scoped admin roles.
Salesforce and SyncSignature: common questions
No native Salesforce connector exists. SyncSignature operates at the Gmail or Outlook layer. Emails sent through Salesforce Cadences, Einstein Activity Capture, Lightning Sync, or any Salesforce mail feature that routes through a connected Gmail or Outlook inbox carry the SyncSignature signature because it is applied inside Gmail or Outlook before the message is sent.
No. SyncSignature is not listed on AppExchange. The integration path runs at the Gmail or Outlook layer, not through a Salesforce app. No AppExchange install is required or available.
You do not add it to Salesforce. Salesforce Cadences send through your connected Gmail or Outlook account. Whatever signature is applied at that layer is the signature that goes out. If SyncSignature is configured for your Google Workspace or Microsoft 365 tenant, the signature is already in place.
Salesforce Inbox was deprecated in July 2024. Its successor is Einstein Activity Capture plus Lightning Sync. SyncSignature works with either, as long as sends route through a connected Gmail or Outlook account.
Salesforce Classic has its own legacy native email signature field at Setup > My Personal Information > Email > Email Signature. That field applies only to classic Salesforce native sends and is not managed by SyncSignature. Sends that route through Lightning Sync or Gmail integration use your Gmail signature, which is where SyncSignature operates.
Yes. SyncSignature applies signature link tracking at the Gmail or Outlook layer. Clicks on tracked links are recorded in SyncSignature analytics regardless of whether the email originated from a Salesforce Cadence, a direct Gmail compose, or any other source routed through the connected inbox.
No. SyncSignature is read-only from the directory and write-only to Gmail or Outlook. It does not push data into any CRM.
Likely not, today. SyncSignature does not currently offer SOC 2 attestation, SAML SSO into the admin panel, SCIM provisioning, or audit log exports. For enterprise Salesforce deployments with those requirements, Exclaimer or a comparable enterprise tool is a better evaluation. Mid-market Salesforce deployments without hard compliance gating are the correct fit for SyncSignature.
Google Workspace (Gmail on desktop, web, and mobile) and Microsoft 365 (Outlook on desktop, Mac, web, and mobile via an Outlook add-in deployed through Microsoft 365 Centralized Deployment). On-premise Exchange is not supported.
Teams plan starts at 5 users. Pricing scales from $2 per user per month down to $1.40 per user at 100 users. Annual billing. 7-day free trial, no card required.
Set up email signatures for your sales team in under 30 minutes
Connect Google Workspace or Microsoft 365 once. Every Salesforce Cadence send carries the correct signature automatically.
5-seat minimum on Teams. Annual billing. No card required for trial. Not suited for enterprise deployments requiring SOC 2 or SAML SSO.