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LizMe
Level 3
July 23, 2015
Question

How can I sync Sales Insight sent emails to Salesforce activities?

  • July 23, 2015
  • 1 reply
  • 2297 views

Part of our sales team's compensation is follow up activity on leads. This includes emails sent as well. They use Sales Insight to send sales emails via the Outlook plug-in. In our admin settings we have the sync Email Sent enabled, yet they do not show up on the Salesforce side. Any ideas? Thanks!

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1 reply

Courtney_McAra4
Courtney_McAra4
Level 4
July 23, 2015

Try checking the box for "Sales Email Sent"

L
LizMeAuthor
Level 3
July 23, 2015

Thanks Courtney! That's how we have the setting, the "Sales email sent" box is checked. But they don't show in Salesforce. I figured I check here, in case I need to do something else as well. But sounds like I need to submit a ticket to support.

Conor_Fitzpatri
Conor_Fitzpatri
Level 5
October 15, 2015

Hi Liz,

Did you ever get a resolution to your problem? We are experiencing the same issue.

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