Activity Match found

This activity has been matched to a unique account / opportunity.

What does this mean in Preview mode? Capture has found an account or opportunity matching for the activity. When we switch to WRITE_TO_CRM mode, all activities with this status will be written back to Salesforce.

What does this mean Write To CRM mode? Not expected to be present on the grid.

Activity ready to be processed

Clari identified this activity as one for which Clari will attempt to associate with an account or an opportunity.

Activity associated with lead

This activity is associated with a lead that is present as its participant.

Activity Identified with Conversational Intelligence data

This activity is matched to a unique account / opportunity, and the configured CI data has been associated with it.

Activity Identified without Conversational Intelligence data

This activity has been matched to a unique account / opportunity, but the configured CI data has not yet been associated with it.

Activity associated to a lead with Conversational Intelligence data

This activity has been associated with a lead that is present as its participant and the configured CI data has been associated with it.

Activity associated to a lead without Conversational Intelligence data

This activity has been associated with a lead that is present as its participant and the configured CI data has yet not been associated with it.

Synced to Account

This activity has been associated with an account and written to your Salesforce

Synced to Opportunity

This activity has been associated with an opportunity and written to your Salesforce

Activity synced to Lead

This activity, which was associated with a lead who is present as a participant, has been successfully written to your Salesforce

No Account Found with matching external domain

There is no account/opportunity in customer’s Salesforce that has the external domain present on the activity

No match found for the configuration

Based on the configuration set for the customer, no match could be found

Salesforce character limit exceeded

This activity was not written to Salesforce since it exceeded the character limitation on one of its fields

Blocked participant found

This activity was not written to Salesforce as a configured blocked participant was found present

Participant not found

This activity was not written to Salesforce as a configured participant was not found present

Cancelled meeting

This meeting was cancelled and hence skipped from being processed

Activity already exists in Salesforce

This activity already exists on your Salesforce

Synced failed

This activity was not written because of an error encountered on Salesforce

Activity sync to lead failed

This activity, which was associated with a lead who is present as a participant, has not been written because of an encountered an error on Salesforce

Owner not found in Salesforce

This activity was not written to Salesforce as the identified owner of this activity does not seem to be present on Salesforce

Owner not configured in Capture

This activity was not written to Salesforce as the identified owner of this activity is not configured in Capture

What does it mean for the user to be configured for Capture? - This simply means - Capture is not intended to be running for this user.

Owner not registered in Clari

This activity was not written to Salesforce as the identified owner of this activity does not seem to be registered or provisioned in Clari.

As part of troubleshooting, in case activities of a specific user(s) have this status - ensure that they are provisioned/registered in Clari

Activity sharing is disabled for identified owner

This activity was not written to Salesforce as the identified owner of this activity has disabled activity sharing in Clari for their activities.

As part of troubleshooting, in case activities of a specific user(s) have this status - ensure that Activity Sharing is enabled for them.

Synced to Account without participants

This activity has been associated with an account and written to your Salesforce.

While doing so, we encountered an error because of which the participants have not been logged to the attendees field.

Synced to Opportunity without participants

This activity has been associated with an opportunity and written to your Salesforce.

While doing so, we encountered an error because of which the participants have not been logged to the attendees field.

Contact identified

This contact does not exist on your Salesforce and has been identified by Capture to be written back.

Existing lead found

An existing lead has been found on your Salesforce for this email address.

Lead ready for conversion

Intermediate state specifying lead is identified and filters for lead conversion enhancement are satisfied.

Lead not ready for conversion

This record has been identified as an existing lead, and while the filter configured for this record has been met, the configured time limit has not been reached too. So, this record will be reprocessed until the condition is met or the time has expired.

Contact synced

This contact has been successfully written to your Salesforce.

Lead converted to a contact

The lead found on your Salesforce for this email address has been converted to a contact.

Contact already exists in Salesforce

This contact already exists on your Salesforce.

Contact already exists on another account

This email is already associated with a different account on your Salesforce.

No match found for the configuration

The activity in which this email was present could not be associated with an account that is owned by one of your organization's participants present on it.

No Account Found with matching external domain

The activity in which this email was present could not be associated with any account that matched the customer's domain.

Multiple matching accounts found

The activity in which this email was present was associated with more than one account which you do not allow as per the configuration.

Invalid first name

The first name of this contact is found to be invalid.

Invalid last name

The last name of this contact is found to be invalid.

First name not found

The first name of this contact is not found.

Last name not found

The last name of this contact is not found.

Title not found

A title for this contact is not found.

Opportunity not found

This record will not be written to your CRM system as it does not have any opportunity associated with it, which results in the opportunity association condition failing.

Lead conversion criteria expired

The filters setup for Lead Conversion have not been satisfied within the configured time period.

Lead not satisfying conditional filter

The filters setup for Lead Conversion have not been satisfied.

Configured title not found

This record does not have the required title value which qualifies it to be written to your Salesforce.

Opportunity not found

This record will not be written to your Salesforce because it does not have any opportunity associated with it—which resulted in the opportunity association condition to fail.

Sync Failed

This contact was not written to your CRM system because of an error encountered on your CRM system.

Lead conversion to Contact failed

When converting the lead found on your CRM system for this email address, an error was encountered on your CRM system.

Owner not configured in Capture

The owner of this record is not configured in any of the persona configurations of Capture.

Owner not a registered user in Clari

The owner of this record is neither registered nor provisioned in Clari.

Lead identification error

An error was encountered when identifying existing leads for this record.

Contact identification error

An error was encountered when Capture was trying to process this contact.