Teams meetings and phone integration for Salesforce
Capture Microsoft Teams calls and meetings in Salesforce. All calls and meetings are logged automatically for insight-rich, structured activity tracking without admin burden.
- Call clients from Salesforce with full context. Recruiters can make or receive Teams calls in one click in Salesforce, with client history, open jobs, and key details surfaced automatically.
- Capture Teams meetings and transcripts, including attendees, recordings, and AI-powered summaries that train future automation.
Sync Outlook email and calendars with Salesforce
The Unaric brings email into Salesforce workflows. Log emails, attachments, CVs, and contacts, link to multiple records, and use AI to enrich data and draft faster – all in a clean inbox interface.
Two-way calendar sync ensures recruiters never miss meetings, with activity auto-linked to Salesforce for real-time KPIs.
- View, add, and update records from Outlook
- Built-in compliance that creates a complete, auditable history.
- The only connector working natively on Outlook mobile so recruiters can log emails, update records, and follow up on desktop or iOS/Android.
Build and share reports and documents
Our advanced Salesforce reporting tool enables recruiters to create and schedule multi-source dashboards, automate delivery, and export branded reports in formats like PDF, Excel, and Word.
Share across Salesforce orgs or via other channels such as email, Slack, Teams, Sharepoint and Google Drive to non-Salesforce users.
Why staffing agencies and recruiters choose us
Benefits:
- Reduce admin with automatic logging of calls, meetings, and emails.
- Consolidate activity in Salesforce while using Teams and Outlook.
- Ensure secure data transfer from Microsoft to Salesforce, protecting sensitive communications.
- Enhance candidate and client experiences with faster responses, richer communication, and complete records.
- Gain visibility into recruiter activity with configurable reports and dashboards.
- Equip managers with real-time insights into performance and engagement.
The Unaric difference
- True staffing expertise: Designed by experienced recruitment experts who know the industry inside-out, and honed by over 100 years of combined Salesforce experience.
- AI‑ready data: Capturing calls, emails, meetings, and candidate interactions creates a rich, structured dataset for automating workflows, and preparing you for the digital labor force.
- Real, human support: From onboarding to scaling, Unaric’s customer success team supports faster placements and ensures data quality every step of the way.
