How do I log emails to Salesforce?

Takeaway

The purpose of this article is to help you quickly log email activity to Salesforce.

What makes Veloxy Salesforce Automation so great? Many email marketing platforms don't log your emails into Salesforce, but Veloxy empowers you to quickly log email activity with a click of a button.

Intended Audience:

• Outlook, Gmail, iOS, and Droid Users

Automatically logging emails to Salesforce

Outlook and Gmail Users:

1. Select the email you want to log to Salesforce.
2. Click the 'Log to Salesforce' button at the top of your inbox.
3. Connect the email to the appropriate Salesforce records and Click 'Log to Salesforce'
4. You can also tap the ✉️ icon in the Veloxy Sidebar to auto log an email.
5. You're always a few quick clicks away from closing more deals with Veloxy 📈!
6. Would you like to know more?  Click the Help? button or email support@veloxy.io

iOS and Droid Users:

1. Click the ••• More icon in the bottom menu bar Open the Veloxy app.
2. Click Emails
3. Click the email that you want to Log to Salesforce
4. Click 'Log to Salesforce'
5. Fill out the necessary fields.
6. Connect the Email to the appropriate Salesforce lead, contact, account, or opportunity.
7. You're always a few quick clicks away from closing more deals with Veloxy 📈!
8. Would you like to know more?  Click the Help? button or email support@veloxy.io