People.ai

Learn how Backstory captures and syncs your sales activities.

Activity Capture

Automatic Contact Creation

Automatic Activity Capture and Filtering

Matching

Overview of Backstory activity capture capabilities.

Overview

CRM Push Exclusions

How to Capture Activities for Accounts with Multiple Email Domains

Multiple Account Domain Support

External ID Mapping

Multi-Opportunity Matching

CSV Enrichment

Task and Event Type Fields in Salesforce

Custom Title Classification

CRM Activity Sources

CRM Pull Exclusions

Email and Calendar Exclusions

Non-Salesforce User Activity Sync

An overview of the Email Bounceback Detection feature

Email Bounceback Detection

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

Configuration (For Admins)

How to use the Matching Simulation UI

Edit Match

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

Troubleshooting: My Activities show as 'External - No Match'

How to Run Matching Simulation UI

Learn how to test changes to your CRM matching profile to ensure that activities are matched correctly.

Testing your Matching Configuration

Learn about Backstory's score-based matching algorithm.

Webinar: Matching 101

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

Troubleshooting: My Activity Synced to the Wrong Account

The record you were editing was modified by Backstory during your edit session

Edit Contacts in Backstory

Troubleshooting: My email, meeting, or call is not in Backstory

Identifying and resolving permission errors in Backstory

Permission Errors in Backstory

CRM Sync Status Is Blank

Troubleshooting contact creation in Backstory

Backstory Did Not Create Contact(s) On My Account

Troubleshooting: My Activity Didn't Sync to Salesforce

Salesforce Data Hygiene

Troubleshooting: I Can't See My Full Team

Failure to import .CSV into Backstory

Troubleshooting seeing zero time spent on phone calls

Showing Zero Time Spent On Phone Calls

Troubleshooting: Email deeplink fails to open the email client

Troubleshooting

Find answers and get help from Intercom Support and Community Experts

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