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Automatically capture activity data
Weflow captures emails, meetings, attachments, and contacts and automatically maps them to the right Salesforce objects.
- Works for Google Workspace & Microsoft 365/Outlook
- Combine auto-logging with manual user controls
- Configure granular controls in the admin console
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Auto-capture contacts and contact roles from emails and meetings
Weflow identifies contacts that don't exist in Salesforce and creates them automatically (optional).
- Auto-create missing contacts
- Auto-set Opportunity Contact Roles
- Only create Contacts for existing accounts
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Pre-built activity insights & reports
Build dashboards and analyze activity metrics to coach reps and improve capacity planning.
- Use leaderboards to analyze team activity & responsiveness
- Compare metrics by rep, time, and more
- Create custom views with filter presets
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Admin console to setup, manage and configure settings centrally
Weflow's admin console gives you complete control over your team's settings and data.
- Enroll users dynamically from Salesforce
- Set up multiple configuration for different teams
- Central permission via Entra ID or Google Workspace app
Activity Capture features at a glance
Auto-capture activities
Automatically capture emails and meetings to permanently store them in Salesforce.
Permanently stored data
Permanently store activities in Salesforce. You stay in full control and keep your data forever.
Pre-built insights & reporting
Analyze activity volume and responsiveness to coach reps and improve capacity planning.
Google & Microsoft integration
Centrally grant permissions with our Activity Capture app for Google Workspace or Microsoft.
Auto-mapping to records
Weflow automatically maps emails, meetings, and contacts to the right Salesforce record.
Gmail & Outlook Extensions
The Gmail Extension & Outlook Add-In allow for manual mapping adjustments for end users, if centrally enabled.
Auto-contact creation
Add missing contacts and sync them with opportunities as contact roles with just one click.
Opportunity attribution
Automatically attribute emails, meetings, and contacts to the right Salesforce opportunity.
Self-service admin console
Configure settings and manage users centrally. Plus, we're always there to help.
Multiple configurations
Create multiple activity capture configurations and assign them to user profiles with one click.
Sync past activities
With Weflow, you can sync up to 24 months of your historic emails and meetings.
Managed Salesforce package
Create a custom activity tracking object to be in full control over your historic data.
Enterprise-grade security
Weflow is SOC2-Type II and GDPR/CCPA compliant and conducts regular pen tests.
Sync attachments
Weflow syncs and stores attachments in Salesforce (optional). Set attachment size limits for full control.
Real-time Salesforce integration
Weflow supports existing Salesforce validations, dependencies, permissions, and more.
What B2B revenue teams say
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