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

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Anonymous
Not applicable

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

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

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Alex_Stanton1
Level 8 - Champion Alumni

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

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.

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Alex_Stanton1
Level 8 - Champion Alumni

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

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