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Hello, I am looking to get clarification about how to sync incoming lead emails into essentials. I have a web-to-lead form that works and I can send an email response within SF to a manually entered or web-to-lead lead. When the lead responds to me, I see their email response in my inbox but the activity is not logged in the lead record.

 

Given that email-to-lead is not available with essentials, is the only option for logging incoming communication from leads through the Gmail/Outlook integration and manually clicking "log in salesforce" from within your email inbox?

2 Kommentare
  1. 6. Nov. 2020, 14:07
    With Einstein Activity Capture, what if you don't want every email to sync with salesforce? My email is used for a lot of different types of communication and I am only interested in syncing sales emails.
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