MSI/Outlook Integration

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Anonymous
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MSI/Outlook Integration

Hi All,


We are rolling out MSI in SFDC and the Outlook plug-in for our SDRs. I am wondering if there is an easy and scalable way to trigger an alert to the SDR when there email sent through MSI in SFDC or through the Outlook Plug-in is opened or clicked?

If this is possible how would you all approach it?

Best,

Murph

2 REPLIES 2
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Anonymous
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Re: MSI/Outlook Integration

Hi Murphy!

You can use the "opens sales email" trigger in your smart list and the flow step is "send alert." However, I would caution you from over-using alerts, as sales reps will start to tune them out. I would rely on the sales insight email view to show whether or not the email was opened.

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Anonymous
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Re: MSI/Outlook Integration

Hi Jamie,


Thank you for the help!

Its funny you say they will tune the alerts out as they typically do, but the SDRs asked for alerts to be issued (strange right ).

Best,

Murph