People.ai

Learn how Backstory captures and syncs your sales activities.

Activity Capture

Backstory captures your sales activity while protecting sensitive content.

Automatic Activity Capture and Filtering

Backstory matches your sales activities to the correct CRM records.

Matching Activities to CRM Records

Backstory detects new contacts from emails and meetings and creates them automatically.

Automatic Contact Creation

Overview of Backstory activity capture capabilities.

Overview

Pull custom activity data from standard Salesforce objects into Backstory.

CRM Activity Sources

CRM Pull Exclusions

CRM Push Exclusions

Email and Calendar Exclusions

Connect a Backstory user to their CRM user when automatic matching fails.

External ID Mapping

Detect bounced emails and update contact status in Salesforce automatically.

Email Bounceback Detection

Capture every activity from accounts that use more than one email domain.

Multiple Account Domain Support

Task and Event Type Fields in Salesforce

Configure how your activity data is captured, filtered, and synced to your CRM

Configuration (For Admins)

Use the Engagement Log to audit past activities and filter out those that are not business-relevant, to uphold data security and privacy.

The Engagement Log

Learn more about the ins and outs of how Backstory matches activities to objects in Salesforce.

Matching

Troubleshooting: My Activity Didn't Sync to Salesforce

Troubleshooting: I Can't See My Full Team

Troubleshooting seeing zero time spent on phone calls

Showing Zero Time Spent On Phone Calls

CRM Sync Status Is Blank

Salesforce Data Hygiene

Troubleshooting: My Activity Synced to the Wrong Account

Troubleshooting

Learn about Backstory's score-based matching algorithm.

Webinar: Matching 101

Resources to understand Backstory activity matching

Additional Resources

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