Syncing CRM Activities to Salesforce

In addition to syncing contacts to your CRM system, Autocapture has the ability to sync emails and meetings that your customer face teams are participating in back to Salesforce.. This means you get a complete record of customer engagements without asking your team to spend valuable time on data entry.

Both emails and meetings captured by Clari can be logged to CRM as tasks/events at the account or opportunity level. In addition, Autocapture can have any contacts that were present associated with the event or task in Salesforce. Autocapture can also associate Leads with events or tasks, but if that option is enabled, any event or task with a lead association cannot be associated to an Account or Opportunity (this is due to a Salesforce limitation).

The Activity to Account or Opportunity matching uses the same criteria outlined in the Syncing Account Contacts to CRM section of the Contact Management with Autocapture article. Lead or Contact association uses email address matching.

By default, Autocapture only will log Activity Metadata - Subject, Activity Time, and Contacts, and the owner of the meeting. However, Autocapture also has the ability to log Meeting or Email body back to Salesforce, under the Description or Comments fields respectively. This process is opt-in only and must be requested specifically in order to enable.

The table below provides a high level overview of how emails and meetings are synced to CRM.