Salesforce integration - Send Email to Salesforce - Log to Opportunity records
Customers wany to be able to use the Send Email to Salesforce rule action to log emails to Opportunity records. More discovery would be needed to understand how feasible this is. https://frontjira.atlassian.net/browse/PB-7640
Customer is requesting the ability to use dynamic links in a signature. For example, when using the custom teammate field {{teammate.phone_number}}, they would like the number to be clickable.
All tokens are read and write currently. This present a security risk to share them with data scientists and to create reporting around the information.
It’s easy to create a rule to automatically send the survey per conversation, but it requires a more complex custom setup for more advanced configuration. For example with custom fields and custom smart rules to send a survey per contact and no mo...
Looking for the ability to select all inboxes when creating a view so that the view captures a single tag across all current inboxes and any future inboxes that I have in the future. Currently, I would have to scroll through and manually select al...
I would like to share ownership of the scheduling links with other team members for when I am out of the office or need a team member to manage to scheduling link.