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Learn how Backstory captures and syncs your sales activities.

Activity Capture

Learn how Backstory automatically captures sales activity while filtering sensitive and personal content.

Automatic Activity Capture and Filtering

Learn how Backstory matches your sales activities to the correct CRM records.

Automatic Activity Matching

Learn how Backstory automatically creates and updates CRM contacts from your team's emails and meetings.

Automatic Contact Creation

Review the activities Backstory has synced to your CRM and apply filters.

Adjust Activity Filters with the Engagement Log

Learn how Backstory automatically captures, filters, and syncs activity.

How Activity Capture Works

Monitor your captured activities and correct any matching errors.

Review, Edit, and Troubleshoot Captured Activities

Review and edit captured activities to keep CRM data accurate.

Review and Edit Activities

Import additional Salesforce activity data using custom filters and mappings.

CRM Activity Sources

Upload external data into Backstory as custom fields.

CSV Enrichment

Extend Backstory’s default filters with your own exclusion rules.

Email and Calendar Exclusions

Keep irrelevant CRM records out of your Backstory workspace.

CRM Pull Exclusions

Control which Backstory activities sync back to your CRM.

CRM Push Exclusions

External ID Mapping

Email Bounceback Detection

Multiple Account Domain Support

Multi-Opportunity Matching

Automated Lead Conversion

Task and Event Type Fields in Salesforce

Custom Title Classification

Customize how Backstory captures and syncs your team's activity.

Configure Activity Capture (For Admins)

Data Security and Privacy

Submit a request to remove a subject's personal data from Backstory.

Request Data Erasure Under GDPR

Details about how Backstory complies with GDPR measures

Backstory GDPR Compliance

Learn how Backstory protects your data security and privacy.

Security and Privacy

Learn about Backstory's score-based matching algorithm.

Webinar: Matching 101

Additional resources to understand Backstory activity capture.

Additional Resources

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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