Intent of the article -
This article explains how to sync engagement data from Salesgear to Salesforce.
Creating a single source of truth for your customer data is the key to making your tools and teams work together.
This offers better customer engagement experiences and with more experiences, your entire customer-facing operation can become more efficient. Sales and customer success can reach the right person with the right content at the right time.
Salesgear allows you to sync all your activities related to calls, emails, and tasks to your CRM.
Here’s how you can sync activities from Salesgear to Salesforce:
Go to settings → integrations → Salesforce. If you haven’t integrated Salesgear with Salesforce, check out this article.
Choose the ‘General’ tab.
Enable the toggle button for the activities that you’d like to sync to Salesforce from Salesgear.
Click ‘save changes’.
