Each prospect record contains an Account Engagement Prospect Activities table that displays the prospect’s past actions. Each activity is represented by an icon and a description, including the name of the marketing element or email and the date of the action. *Note: Activities marked with an asterisk are considered passive and will not change a
How do I set up custom call dispositions in the Salesforce integration? Create a picklist of custom call dispositions in Salesforce Classic and Salesforce Lightning and then link them to the GoTo Connect integration. Important: These steps need to be completed by your organization’s Salesforce admin. Salesforce Product How-to Salesforce Classic Create the Custom Call DispositionsGo to Setup > Customize > Activities > Activity Custom
To import GoToWebinar data into Account Engagement, configure the connector. When utilizing the GoToWebinar connector, consider the following details: Connector Specifications Webinar Registrations Zapier enables the creation of automated workflows between apps without the need for coding. These workflows, known as Zaps, consist of triggers and actions. Triggers initiate the Zap, and actions are the
