Articles in this section

Can an Activity Automatically be Created in Delphi/Salesforce When Sending an Email from UpMail?

  • Updated

You can automatically create an activity in Delphi/Salesforce when sending an email from UpMail by using the BCC function.

Simply BCC the designated Salesforce CRM email address when sending your email. The activity will then be added to the Contact's Activity History in Delphi/Salesforce.

> Click here to learn where to find your CRM BCC email for Salesforce

> Click here to learn how to set up your Salesforce email as Auto-BCC in UpMail

Viewing the Activity in Delphi/Salesforce

Once your email is sent, the activity will appear in Delphi/Salesforce under the Contact's Activity History section.

image (15).png


Attaching the Activity to a Booking

If you want to link the activity to a specific booking, follow these steps:

  1. Locate the activity within the Activity History section.

  2. Click Edit on the activity.

  3. Find the Related To field.

    image (16).png

  4. Select Booking from the dropdown menu.

  5. Choose the relevant booking and save your changes.

Once saved, the activity will be attached to the booking. You can verify this by navigating to the Booking's Activity History section.

image (17).png


This ensures all relevant communications are properly tracked within your CRM, keeping your records organized and up to date.

Related articles