Create follow up note in Salesforce when receiving specific emails in Outlook
Create follow up note in Salesforce when receiving specific emails in Outlook
Track client communications by creating follow-up notes in Salesforce when specific emails arrive in Microsoft Outlook. This ensures all interactions are documented and easily accessible for future reference.
Zap details:
Overview
Track client communications by creating follow-up notes in Salesforce when specific emails arrive in Microsoft Outlook. This ensures all interactions are documented and easily accessible for future reference.