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How do I sync lead tags and segments to the lead record in SFDC?

  • 31 October 2022
  • 1 reply
  • 15 views

I have the same values in tags and segments, I just need to be able to see this info on the lead record but cant figure it out!

Any ideas?

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Best answer by Racheal 4 November 2022, 22:07

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Hey @mahak​ Racheal from the support engineer team here 👋

 

Currently only Conversations can be synced over as Tasks, Tags and Segments are not an option. We're constantly working on and improving the Salesforce app, so we do appreciate feedback!



Is there a specific use case you have in mind? If so, I can relay this information and the use case to our developers to consider as they plan new feature!

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