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Implementing CRM Settings for Automatic Tracking of Postwire Emails in Salesforce

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Overview

This article describes the process to set up your Postwire CRM to automatically track Postwire emails in Salesforce.

 

Process


Enter your Email to Salesforce Address in your Postwire CRM Settings. Postwire will add this address in a hidden BCC line of every email sent via Postwire so that all of your Postwire emails are automatically added to the activity history of related Salesforce records.

  1. From Salesforce.com, navigate to Setup > Email > My Email to Salesforce and add the email address for your Postwire account to the My Acceptable Email Addresses text area.
    Also, make sure to enter the email address support@postwire.com.
    Click Save to save your entries.

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  2. Copy Your Email to Salesforce address value.
  3. From Postwire, go to Settings and select CRM Settings and paste Your Email to Salesforce Address.
    Click Save Changes.

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Confirmation

All emails generated by Postwire will now be added to the Activity History for each Contact and Lead record and also show up in the Activity History summary for the Account.

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