For all Microsoft Outlook users, Truly may be integrated with Outlook to support email logging for external communications. With both Salesforce and Outlook integrated, Truly users may have Inbound (to the primary inbox) and outbound emails synced to SFDC as task objects (activities).
Step One: Integration Settings | Salesforce
Log into the desktop
Click Settings > Integrations
Click ‘Connect’ within the Salesforce section
Enter credentials to complete integration
Within the desktop app, toggle ‘Automatically sync calls to Salesforce’ to On
** If you're already integrated with SFDC, all you have to do is make sure your switch is toggled!
*** This is required for emails to sync.
Step Two: Integration Settings | Outlook
While logged into the desktop with Outlook Oauth
Click Settings > Integrations
Click ‘Connect’ within the Outlook section
Select the account to sync to
Click Allow on the permissions box that pops up
If you have any additional questions or issues please chat with Truly Support, or email support@truly.co, and we’ll be happy to assist!