CRM & Sales · Integration

Yesware

Add Yesware to your product for your customers, and give your AI agents governed access to it.

Yesware lives inside Gmail and Outlook rather than in a separate application, which is the whole premise: a rep never leaves the inbox, and the record of what was sent, opened, clicked and replied to is captured where the selling actually happened. What an integration works with is that record. Multi-step campaigns hold the sequence of touches, templates hold the message, and tracking events say what each recipient did with it. An embedded Yesware integration enrols a contact in a campaign when your product has a reason to, reads engagement events so your own scoring runs on real behaviour, reads templates and how they perform, and reads meetings booked from a scheduling link. Note the shape of that data before you build on it: opens and clicks are signals rather than facts, because image proxies and link scanners fire them with no human involved, so treat them as weight and not proof. Yesware has been part of Vendasta since 2022. fastn keeps each account's credentials per tenant.

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In your product

Embedded for your customers. Per-tenant auth, no per-customer code, maintained by fastn.

Let each customer connect their own Yesware account so outreach sends from the rep's own mailbox rather than a shared address.

Enrol a contact in a campaign the moment your product sees a reason to, rather than waiting for a rep to remember.

Read open, click and reply events so scoring in your product runs on behaviour instead of guesswork.

Read template performance so your product can show which message actually gets answered.

For your AI agents

Governed, audited access for the agents you build, through the MCP server.

An agent reports which prospects engaged with a campaign this week and which never opened anything.

An agent adds a contact to an approved campaign within scoped permissions, with the campaign recorded.

An agent drafts a follow-up from the template that has historically performed best for that kind of prospect.

Example prompt

Who replied to this Yesware campaign, and which prospects went quiet after opening the first email?

Set up Yesware in 4 steps

  1. 01Enable the Yesware connector in your fastn dashboard.
  2. 02Have each customer connect their own account, so sends and tracking belong to the mailbox that owns the relationship.
  3. 03Map the campaign, template and engagement event fields your product uses, and decide how much weight opens carry.
  4. 04Call it from your product and expose the same connection to your agents through the MCP gateway.

Why teams use the Yesware integration

What you get by embedding it with fastn instead of building it yourself.

  • Ship a Yesware integration without building it. Your customers connect their own Yesware account inside your product and work their accounts, contacts and opportunities there, with no per-customer code on your side.
  • Handle the part that actually costs time: every CRM instance is customised, so standard objects are never the whole story. fastn owns the auth, token refresh, rate limits, pagination and breaking-change fixes, so a Yesware update is not your on-call problem.
  • One integration serves your product and your agents. The same governed Yesware connection powers in-product features and gives AI agents scoped, audited access, so you keep customer records aligned between your product and the CRM each customer already runs without wiring it twice.

Used by these teams

SalesMarketingCustomer Support

Compare with

SalesloftOutreachApollo

Often used alongside

Tools the same teams tend to run next to Yesware, across other categories.

SlackMailchimpMarketoGoogle Ads

Yesware integration FAQ

How do I add a Yesware integration to my product?

Enable the Yesware connector in your fastn dashboard, then let each customer authenticate their own Yesware account. fastn handles the OAuth flow, token storage and refresh per tenant, so there is no Yesware client code in your app and no per-customer branch in your codebase. Setup is 4 steps.

Do my customers each connect their own Yesware account?

Yes. Every connection is scoped to the individual customer, so each authorises their own Yesware account and only ever sees their own accounts, contacts and opportunities. That per-tenant isolation is the point of an embedded integration: you support the long tail of customer setups without maintaining an integration per customer.

Can AI agents use this Yesware integration?

Yes. The same connection is exposed to your agents through the fastn MCP gateway, with permissions scoped per tenant and every call audited. An agent reports which prospects engaged with a campaign this week and which never opened anything.

Who maintains the Yesware integration?

fastn does. When Yesware changes an endpoint, deprecates a field or alters its auth, the fix lands in the connector rather than in your backlog, and your customers' connections keep working.

Does the Yesware integration support custom fields and custom objects?

Yes. CRM instances are heavily customised, so field and object mapping is configuration rather than code. Each customer maps their own fields during setup, which means onboarding a customer with an unusual Yesware schema does not require a deploy on your side.

Can records sync both ways?

Yes. You can read from Yesware, write back to it, and react to changes through triggers, so a record updated in your product and a record updated in Yesware do not drift apart.

What can I build with the Yesware integration?

A common starting point: let each customer connect their own Yesware account so outreach sends from the rep's own mailbox rather than a shared address. Teams also use it for the other use cases listed above, and expose it to agents for governed reads and writes.

How much does the Yesware integration cost?

It is included. Pricing is based on connected accounts, not on how many connectors you enable, so adding Yesware does not change your per-connector cost. You can start free with 3 connected accounts.

Add Yesware to your product

Start free with 3 connected accounts. No sales call required, and no per-customer integration code.

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