CRM sync, enrichment & export — found from sitemap — lemlist

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Facts read from this source

• Salesforce activity sync Report an error

  “Choose which lemlist activities sync to Salesforce and configure how each activity type is stored.”

• Salesforce prerequisites Report an error

  “Your Salesforce integration is connected in lemlist (see How to connect lemlist to Salesforce) You have lemlist admin access”

• Salesforce activity types Report an error

  “Toggle each activity type on or off based on what's useful for your team. Email Sent, Reply Received, and Interested are the highest-value signals for most sales teams.”

• Salesforce storage options Report an error

  “Tasks: logged as completed actions. Best for outreach history (emails, replies) — most teams use this for lemlist activity Events: logged as calendar-style entries. Better suited for meetings or scheduled calls”

• Salesforce call sync Report an error

  “A call placed with lemlist is logged in Salesforce as a Task with the subtype Call, carrying the call duration and the outcome. The activity is titled "Call done from [campaign name]", and calls placed outside a campaign sync too.”

• Salesforce call result field Report an error

  “The call outcome is written to the Task's Call Result field (CallDisposition).”

• Salesforce call result default Report an error

  “If you leave it blank, lemlist sends the label of the call status as it reads in lemlist — a call marked No answer arrives as "No answer".”

• Salesforce call toggles Report an error

  “Four independent toggles control what lemlist sends alongside the call: Calls note, Calls recording, Calls transcript, Calls summary. They are on by default.”

• Salesforce call description order Report an error

  “Everything enabled is written into the Task Description, always in the same order — the rep's note, the AI summary, the recording link, then the transcript.”

• Salesforce logs tab Report an error

  “Open the Logs tab and look for sync errors on activity records”

• Salesforce permission requirement Report an error

  “Verify the connected Salesforce user has Create permissions on the Task or Event object”

• Salesforce related capabilities Report an error

  “Import leads from Salesforce to lemlist See what's new in the Salesforce integration How to connect lemlist to Salesforce How to configure field and user mapping in Salesforce Salesforce field types: which can be mapped in lemlist”

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Scores citing this record

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