How to integrate FollowUp with Salesforce?
- Please go to ‘Settings’.
- You will be prompted to Login to Salesforce and grant FollowUp.cc authorization to interact with your Salesforce account.
- You will be redirected back to FollowUp.cc.
How to store data in Salesforce?
FollowUp.cc automatically handles entering Salesforce data on your behalf. After a reminder email is created, we store the following information in Salesforce:
- All recipients of the reminder email get automatically stored into Salesforce as “Contacts and Leads”.
- The reminder gets stored as a task in Salesforce with an activity date of ‘when the reminder is due’, a description of ‘the body of the reminder’ and a status of ‘in progress’.
All of these options are configurable inside of FollowUp.cc.