You can set up an integration from Reply to Salesforce to synchronize your outreach task activities. Use this option if you want to have a complete overview of your contact activity right in your Salesforce profile, i.e. history of completed conversations and tasks. For more information on how to set up the integration between Reply and Salesforce, refer to the following article.
Adding synchronization steps
To enable synchronization:
Log into your Reply account.
Open the Integrations page, select Salesforce, and click Configure.
In the Steps section, click Add sync step.
In the Add sync step dialog box, select the suitable option(s):
Completed Tasks (Reply) to Contact Tasks or Lead Tasks (Salesforce)
Calls (Reply) to Contact Tasks or Lead Tasks (Salesforce)
5. Click Add.
6. Toggle the Activate slider on.
After the integration is set up, all completed tasks and calls will also be displayed in the Salesforce interface.
Field mappings for tasks
Reply uses predefined mappings for this type of synchronization, you cannot manually change them:
Status in Reply - Task Status in Salesforce
Due date in Reply - Due date in Salesforce
Task owner in Reply - Assigned to in Salesforce
Type in Reply - Type in Salesforce
Contact in Reply - Contact or Lead in Salesforce
Please note: All tasks in Salesforce are set to medium priority by default.
Field mappings for calls
Reply uses predefined mappings for this type of synchronization, you cannot manually change them:
Call notes in Reply - Comments in Salesforce
Call duration in Reply - Comments in Salesforce
Call recording link in Reply - Link at the end of comments in Salesforce
Call type in Reply - Subject in Salesforce
Call resolution in Reply - Subject in Salesforce
