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Documenting conversations in the CRM
Documenting conversations in the CRM
Hadas Rahamim avatar
Written by Hadas Rahamim
Updated over a week ago

Should you have an active CRM synched to, on top of the fields syncing, also logs the Email & SMS to your CRM.

It captures both outgoing messages and contacts' replies.

Here are a few examples:

  • On Salesforce, messages would be logged as Tasks, based on the Assigned Rep user. Meetings as an Event type

  • On Hubspot, emails would be logged as an email type and meetings as a Meeting type

Chats aren't being logged so you'll have the option to choose which fields to sync via the fields mapping in your integration settings.

Looks for the Chat Fields section under the left dropdown:

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