Salesgear

Sync your outbound activity from Salesgear back into Salesforce.

Emails (sent, opened, replied, links clicked), calls, tasks, and LinkedIn activity (connection requests sent/accepted, messages sent/replied).

Go to Settings → Integrations → Salesforce and open the General tab.

Enable the toggles for the activities you want to sync.

1. Go to Settings → Integrations → Salesforce and open the General tab.
2. Enable the toggles for the activities you want to sync.
3. Click Save changes.

New activity syncs automatically once enabled.

Sync Engagement Activities from Salesgear to Salesforce

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Sync Engagement Activities from Salesgear to Salesforce

👉 What gets synced

👉 Steps