Supported Plans: Essential/Growth
Supported Platforms: Gmail/Salesforce
1. Open the email which contains the attachment you wish to add to Salesforce and click the Add Email to Salesforce button.
2. The Add Email to Salesforce window will open. Ebsta will automatically relate the email to the appropriate records in Salesforce. You can amend this as necessary.
3. To add the attachment to Salesforce, click on the attachment name so that it turns green.
4. Click Save.
5. Ebsta will then add the email to Salesforce where it will appear in the Activity History of the Contact and Account records.
The attachment will be added to Notes & Attachments of the Contact and Account records.
Note: If you wish the attachment to be attached to the task in Salesforce instead of the default setting as above, please contact our Support Team to request this change.