Playbooks CRM Syncing How does Playbooks Log Activity to Your CRM Playbooks syncs information almost instantaneously with your CRM every time you complete an action in Playbooks or send an email through Track and Sync. You can also make updates to CRM records from your Playbooks screen. You can complete...
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Track & Sync How to track and record emails sent outside of Playbooks Your CRM and email inbox may often feel disjointed; you may start an email conversation from the CRM record (or Playbooks) but then need to reply to or forward the customer’s email reply. But emails sent from...
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