EasilyDo is able to match the file title, sender/recipient, and in some cases the content to Salesforce objects. When a match occurs, EasilyDo will offer to upload the file to the matched objects.
Articles in this section
- Can I use my subscription on multiple devices?
- What other features are you planning to add?
- When will EasilyDo remind me to update an opportunity?
- How do you decide which files to suggest to upload to Salesforce?
- I don’t see a connection for Google Drive - how do I connect it?
- From where are you discovering files to upload to Salesforce?
- How does the business card scanner work?
- Can you pull images from Evernote notes?
- Which Evernote notes are you suggesting to log?
- Which calendar events are you suggesting to log?