Custom task types are available

In case you missed it, we’ve added the ability to choose the task type when logging outbound activities as tasks in Salesforce, along with improved defaults.

When you log activities from OutboundSync, you can choose to log those activities using either Email activities or Task activities.

When logging as tasks, OutboundSync includes:

• Setting tasks as complete by default

• Using the webhook event date as the due date

• Relating tasks to the Account (for Account/Contact writes)

• Selecting task types: Call, Meeting, Email, Other, or custom

By default, the task type is auto-populated based on the channel:

• Email for Smartlead, Instantly, and EmailBison

• Other for HeyReach

There’s more: Task subject lines

We also shipped the ability to set custom task subject lines with fixed text and variable snippets. This is useful for building Flows and Reports in Salesforce.

Read how to set up custom task subject lines here in our Help Center →

Available now

All this means reps get clearer activity history in Salesforce and revops teams get more accurate reporting.

You can review and adjust them your webhook receiver settings anytime.

If you’d like to see the entire platform in action, book a demo today.