People.ai

Learn how Backstory captures and syncs your sales activities.

Activity Capture

Backstory captures your sales activity while protecting sensitive content.

Automatic Activity Capture and Filtering

How Backstory matches your sales activities to the correct CRM records.

Automatic Activity Matching

Backstory detects new contacts from emails and meetings and creates them automatically.

Automatic Contact Creation

Understand how Backstory captures, filters, and syncs your sales activity automatically.

How Activity Capture Works

Monitor your captured activities and correct any matching errors.

Review, Edit, and Troubleshoot Captured Activities

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

Adjust Activity Filters with the Engagement Log

Review captured activities and make edits to keep your CRM data accurate.

Review and Edit Activities

Pull custom activity data from standard Salesforce objects into Backstory.

CRM Activity Sources

CSV Enrichment

Email and Calendar Exclusions

CRM Pull Exclusions

CRM Push Exclusions

Connect a Backstory user to their CRM user when automatic matching fails.

External ID Mapping

Detect bounced emails and update contact status in Salesforce automatically.

Email Bounceback Detection

Capture every activity from accounts that use more than one email domain.

Multiple Account Domain Support

Link a single activity to multiple related Opportunities within one Account.

Multi-Opportunity Matching

Automated Lead Conversion

Task and Event Type Fields in Salesforce

Tailor how Backstory sorts your contacts by department and seniority.

Custom Title Classification

Set up and customize how Backstory captures and syncs activity for your team.

Configure Activity Capture (For Admins)

Data Security and Privacy

Submit a verified request to remove a data 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

Resources to understand Backstory activity matching

Additional Resources

Find answers and get help from Intercom Support and Community Experts

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