Create / log Touchpoints directly from email clients

Matt Nade

• May 20, 2020 00:53
• Edited

I think it would be useful to be able to create / add touchpoints from mail clients / systems (eg Microsoft Outlook, Gmail, etc) allowing us to 'tag' email conversations and have them recorded against totango objects

This would be similar to SalesForce - eg 

https://chrome.google.com/webstore/detail/salesforce/jjghhkepijgakdammjldcbnjehfkfmha 

or

 

https://help.salesforce.com/articleView?id=outlookcrm_sfo_about.htm&type=5

 

I know that we can 'BCC' emails in to Totango, but I think this would be easier?

 

Just a thought as we migrate from Salesforce to Totango for our CS Activities....

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  Jon Leonard

  • June 11, 2020 00:42

  I would also like to create touchpoints from Gmail without having to email a client. This would be very useful to retroactively create a touchpoint in a case where one did not include touchpoints in 'BCC'. 

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  Chris Ryan

  • August 01, 2020 03:58

  Agreed with all of the above and would allow for simplification of knowing the difference between when:

  • We last reached out to a customer
  • They last engaged/responded back to us

  We can send all the newsletters and updates we want to a customer, but we want to know when they last engaged with us.. engagement is a very important metric, not just knowing when we last reached out to a customer

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  Matt Harmon

  • July 08, 2021 19:52

  Definitely agree as this is limiting our CSMs and logging of TP.  The bcc to create a touchpoint doesn't work well in our environment given how our DNS is setup with Totango, so an integration with Outlook is necessary.

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  Ryan Lehman

  • August 20, 2021 20:18

  +1... similarly, would love a Totango plugin for Gmail/Outlook that allows for direct logging of touchpoints or creation of tasks without leaving your inbox. Other tools offer similar features and they are a huge benefit from an efficiency standpoint.

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  Carlos Coronel

  • July 08, 2021 20:17

  Agreed with all. As an additional feature if we can have a way to populate TP details such as Success flow or reason as part of Outlook integration that would be ideal.

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  Mike Arnone

  • July 08, 2021 19:46

  PLEASE automatically sync email/gmail communication with our clients 🙏🙏🙏

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  Johannes Wicht

  • April 14, 2022 12:06

  Any progress here?

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