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Email logging

Emails you send and receive are logged to the matching Salesforce records, so the timeline is always complete.

Logged

sample inbox

Unmatched

add as lead from the sidebar

Skipped

internal or excluded

Match rate

75%

of loggable emails

Logging rules

Log emails to Salesforce automaticallyMatched emails are saved as completed activities.

Sent emailsReceived emails

Attach to

ContactsLeadsOpen opportunitiesWhere the contact has a contact roleAccounts

Skip internal emailsEmails where every recipient is at your company domain.Save attachments as Salesforce Files

Never log these domainsComma separatedNever log label / categoryTag an email with this to keep it out of Salesforce.

Sample activity from your inbox.

LoggedRe: pricing options for Q4 rollout8 min ago
Received · priya@contoso.example → Contact · Priya Nair + Opp · Contoso Q4 rollout
LoggedRevised quote attached34 min ago
Sent · marcus@fabrikam.example → Contact · Marcus Lee
UnmatchedQuick question about SSO1 h ago
Received · new.person@woodgrove.example → No matching contact or lead
SkippedLunch Thursday?3 h ago
Received · jonas.berg@gmail.com → Excluded domain
LoggedPilot feedback summary4 h ago
Sent · sofia@tailspin.example → Lead · Sofia Rossi