Hey Fam! [CRM - Activity Capture] I am looking to find a good solution that doesn't cost an arm and leg to get rep Gmail activity into SFDC. I am extremely against the SFDC BCC solution for its flaws, don't want to pay for Einstein activity capture and don't need GTM tool. Is there a solution anyone knows that can just do the activity capture part without buying the whole list of random features I don't need. Curious to hear, Thanks!
Hey Hassan I. - this is exactly what we do at BccBuddy.com. Rather than using Zapier or Make, our playbook's are built for reps and can be set up in minutes. We recently launched so we're still doing white glove onboarding. Hit me up at [email protected] to set up a time to chat. If you want to get started asynchronously, you can grab our chrome extension.
Noor M. thanks Noor, make might not be the best for this as maintenance is going to be a pain, and at scale I would need to connect like 10 Gmails for AEs and SFDC connection etc. Michael F. does this require reps to add there SFDC BCC address to be tagged? And is it Gmail connection or BCC logging similar to what SFDC does. Just for clarity I can automate the BCC tag via Gmail but I also have Superhuman for that. Solution I am looking for is something that knows the contact is in SFDC and being sent by the user and logs it back. Will DM you more questions.
We don't need a SFDC Bcc address as we leverage our own smart Bcc triggers, that can be customized to do what you need/want. We can replicate across all reps so it's easy to maintain as long as each rep has the same domain, ie @unifygtm.com. BccBuddy will hook into your sfdc and can connect to any data you'd like.
I've used the Salesforce Chrome extension in the past for logging emails to salesforce (but its been awhile!)
