Syncing to Salesforce

If you're on the Growth or Enterprise plan you can sync messages, calendar events and analytics to the associated contact, lead, or opportunity within Salesforce. To select which events you sync to Salesforce, visit the  CRM & Team Live Feed page of your Settings.

Here's how messages are synced to Salesforce.

For messages sent individually:

  • New messages are marked as "Sent (New): {subject line}"
  • Opens are marked as "Opened: {subject line}"
  • Clicks are marked as "Clicked: {subject line}"
  • Downloads are marked as "Downloaded: {subject line}"
  • Replies from recipients are marked as "Replied: {subject line}"
  • Replies you send to a chain are marked as "Sent (Reply): {subject line}"
  • Meeting confirmations are marked as "Meeting Confirmed: {Meeting title}"

For messages sent as part of a Sequence:

  • New messages are marked as "Sent [Sequence name (# stage)]: {subject line}"
  • Opens are marked as "Opened [Sequence name (# stage)]: {subject line}"
  • Clicks are marked as "Clicked [Sequence name (# stage)]: {subject line}"
  • Downloads are marked as "Downloaded [Sequence name (# stage)]: {subject line}"
  • Replies from recipients are marked as "Replied [Sequence name (# stage)]: {subject line}"
  • Replies you send to a chain are marked as "Reply [Sequence name (# stage)]: {subject line}
  • Meeting confirmations are marked as "Meeting Confirmed: {subject line}"