• Using CapsuleCRM

    If you use Capsule we no longer offer an integration, but we can use our AutoBCC functionality which will automatically add your BCC email to every email you Tout.   All you need to do is add that BCC email addr...
    Kenneth Law
    last modified by Kenneth Law
  • Tracking Activity Doesn't Show

    Make sure that the custom activity fields Tout provides are visible/editable in Salesforce. If you have installed the fields but they are not populating their might be Field Level Security preventing information from ...
    Kenneth Law
    last modified by Kenneth Law
  • Issues logging to Opportunities

    ToutApp needs the Contact you are emailing to be associated with the Opportunity via the Contact Role section in order to log against the Opportunity. Make sure your Salesforce Contact is listed there. Questions: Wh...
    Kenneth Law
    last modified by Kenneth Law
  • Didn't log using API

    If you notice that your emails are not logging to Salesforce via API you will want to check two places. First, look at how you are configured to log emails to Salesforce here: https://toutapp.com/next#settings/crm/sal...
    Kenneth Law
    last modified by Kenneth Law
  • Didn't log using BCC

    If there are any issues with your My Email to Salesforce settings or validity of the email then the email might not log using your BCC address. We recommend switching your settings to log via API. Using the API you ge...
    Kenneth Law
    last modified by Kenneth Law
  • Why Aren't My Replies Tracking

    If your replies are not tracking the first thing you may have a broken Gmail or Microsoft Exchange integration, depending on what Email client you use. If you are using a custom SMTP to send your emails then you migh...
    Kenneth Law
    last modified by Kenneth Law
  • Reply Logging (SFDC)

    ToutApp arms you with the ability to automatically log your prospects' replies to Salesforce. The structure that allows you to do this is based on our email reply tracking. If we can track a prospect's reply, then we ...
  • Getting started with Salesforce

    To set your connection to Salesforce, head over to the Salesforce Configuration in ToutApp. On the configuration page you'll see a big, green button labeled "Connect to Salesforce". Click it. You'll be taken to the S...
  • What does Add Email to Salesforce do?

    Add Email to Salesforce allows you to push any emails you receive in Outlook or Gmail to your Salesforce account. We do the look up based on the sender of the email, so we can currently only use this button for emails...
  • Why Are My Emails Not BCC'ing To Salesforce?

    Here are a few potential reasons: 1) Your Salesforce BCC needs to be entered into Tout on our Settings page. Please enter it here and check for any errors. 2) You need to be emailing from an email that Salesforce re...
  • What Is the Difference Between Logging in Salesforce via BCC and API?

    Logging with Salesforce via BCC will auto-append this BCC to every email you send out with Tout functionality (as long as this BCC is saved here) Any emails sent to persons not saved within your Salesforce will aut...
  • Setting Up BCC Logging With Salesforce

    To log your emails in Salesforce using BCC, you'll first need to obtain your Email to Salesforce address. This can quickly be done by going to the Salesforce configuration page and clicking Get my BCC Address. If for ...
  • Setting Up API Logging with Salesforce

    To log your emails in Salesforce via API, head over to the Salesforce configuration page and click Log email activity to Salesforce via API. This functionality requires you to be on the Enterprise edition of Salesforc...
  • How to fix "We were unable to authenticate your request" when connecting to Salesforce

    If you are receiving the error message below when trying to connect ToutApp to Salesforce, then there might be a restriction on your access to Salesforce's API. You will want to work with your Salesforce Admin to make...
  • How To Add An Emailing Identity To Salesforce Settings

    You will always want to make sure that each of your email addresses that you use are listed under “Acceptable Email Addresses” in your Salesforce Settings. This makes sure that all emails you are using are...
  • I Do Not See "My Email to Salesforce" in My Settings?

    If you do not see your My Email to Salesforce under your Settings, it is most likely because your admin has not enabled it. This can happen if your team is new to Salesforce or your team has never used the BCC address...