SOLVED

Re: Logging lead owner email as activity in SFDC (not Sales Insight)

Go to solution
Anonymous
Not applicable

Hello,

I'm setting up a nurture flow with a mix of emails from marketing and emails from sales reps using tokens.  I'm wondering if there's a way to log the emails sent from the lead owners as an activity in Salesforce?

Thanks,

Mike

1 ACCEPTED SOLUTION
Alex_Stanton1
Level 9 - Champion Alumni

Hi Michael,

It takes a bit of legwork, but this is how I would set it up:

Set up a program within the Nurture. Use a default program and not an email program. Add the email as an asset to that program. Add a smart campaign to send the email. In the same smart campaign, add a flow action to log a task and mark it as closed.

View solution in original post

1 REPLY 1
Alex_Stanton1
Level 9 - Champion Alumni

Hi Michael,

It takes a bit of legwork, but this is how I would set it up:

Set up a program within the Nurture. Use a default program and not an email program. Add the email as an asset to that program. Add a smart campaign to send the email. In the same smart campaign, add a flow action to log a task and mark it as closed.