How To Push Align Activity to CRM Tasks
Overview
Align provides a new window into buyer signals through buyer activity via Mutual Action Plans. Reps and leaders can see MAPs easily in the Insights Panel in Clari Opportunities. 👀 And, they can report on this kind of activity in SFDC.
Teams can use MAP activity to report on buyer signals and activity on the MAP, as well as seller activity and adoption of MAPs. To see MAP activity in the Insights Panel in Clari Opportunities, you'll need to use this article to enable activity data sync from Clari to Salesforce.
Note: Once CRM Activity is enabled, reach out to your Clari CSM to view Align tasks in Deal Activity on the Insights Panel.
Follow the steps below to get MAP activity in the Insights Panel.
Enable CRM Activity Feed in Org Settings
Note: Only Admins in Align's Org Settings can enable this feature.
1. Click this settings link and toggle Enable CRM Activity.
The Enable CRM Activity switch can include or exclude historical activities. You can also choose what activities from Buyers and Sellers are sent to your CRM.
2. Choose which activities you want to track, and click Save.
That's it! Align MAP activities will now filter into the Salesforce opportunity with a MAP connection as completed tasks. The tasks display the date of the activity.
