Activity Capture

Take control of your Salesforce activity data

Auto-capture emails, meetings, and contacts from Google Workspace or Microsoft 365.

  • Permanently stored in Salesforce
  • Allows for standard Salesforce reporting
  • Sync historic activities up to 24 months
Trusted by RevOps & Salesforce admins in B2B companies
The Solution
Activity Capture

Automatically capture activity data

Weflow captures emails, meetings, and contacts and automatically matches 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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Activity Capture

Permanently store activities in Salesforce

You stay in full control and keep your data forever.

  • Emails are stored in the "MessageEmail" or "Task" object
  • Meetings are stored in the "Event" object
  • Store attachments and new contacts (optional)
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Activity Capture

Gmail and Outlook extensions for advanced users controls

Combine auto-capture with manual Gmail & Outlook controls.

  • Decide which records to log right from Gmail or Outlook
  • Log to any Salesforce standard or custom object
  • Chrome Extension to create & update records on any site
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Activity Capture

Create and attribute new contacts with one click

Capture new contacts in email or meetings automatically. Add contact roles to get a better picture of the buying committee.

  • Create new contacts automatically or manually (optional)
  • Add opportunity contact roles with one click
  • Configure exclusion rules
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Activity Capture

Report on activities

Use standard Salesforce reporting to report on activities:

  • Combine activity data with other objects for deep insights
  • Surface activity insights for opportunity records
  • Export activity data to your data warehouse
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Activity Capture

Central admin configuration and control

Weflow's admin console gives you complete control over your team's settings and data.

  • Add or remove users with one click
  • Use self-service configuration to control logging rules
  • Get started in minutes with SSO
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Features

Activity Capture features at a glance

2-way Salesforce integration

Or real-time Salesforce integration respects your Salesforce logic out-of-the-box.

Permanently stored data

Weflow permanently stores email and meetings in Salesforce. You keep your data forever.

Email & calendar integration

Set up your Google Workspace or Microsoft 365 integration in seconds with SSO.

Gmail & Outlook Extension

Revenue teams use Weflow's Extensions for advanced activity capturing for Gmail and Outlook.

Opportunity attribution

Automatically attribute emails, meetings, and contacts to the right Salesforce opportunity.

Contact creation

Add missing contacts and sync them with opportunities as contact roles with just one click.

Activity reporting

Weflow's logged activities allow for standard Salesforce reporting to get deep activity insights.

Sync past activities

With Weflow, you can sync up to 24 months of your historic emails and meetings.

Sync attachments

Weflow syncs and stores attachments to Salesforce (optional).

Managed SFDC package

Create a custom activity tracking object to be in full control over your historic data.

Central administration

Get complete control over your team's settings and data. No end-user action necessary.

Enterprise-grade security

Weflow is SOC2-Type II and GDPR/CCPA compliant and conducts regular pen tests.

Customers

What B2B revenue teams say

Chris MacKinnon
VP Revenue Operations
"We struggled with attributing activities to opportunities. Weflow reliably matches activities, opportunities, and contacts."
Nadja Ristig
VP of Commercial Operations
“Weflow’s Activity Capture ticks all boxes for us: it’s reliable, stores activities permanently, and allows for standard reporting.”
Nicholas Garza
Revenue Operations Manager
"We tried EAC, and another vendor, but Weflow's activity capture has been the best by far. Setup took only 30 min."
Integration

Get started in minutes

Step 1:
Sign up with Salesforce SSO and install the managed SFDC package.
Step 2:
Install and connect the Google Workspace or Microsoft 365 app.
Step 3:
Configure activity logging rules and enroll your users.
Read the documentation
Security

Security on enterprise level

SOC-II (Type 2)

We are certified according to SOC-II (Type 2) security standards.

GDPR & CCPA

Go to market anywhere in the world – let us handle compliance with local laws.

Fully audited

Annually audited by PwC, Google, and Microsoft.
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Compare

The best Einstein Activity Capture alternative

Weflow
Einstein Activity Capture
Track activities (emails, meetings, etc.) in Salesforce
Works with Microsoft 365 and Google Workspace
Allows for standard Salesforce reporting on activities
Permanently stores activities in Salesforce
Migrates all activity data into records
Shows emails and events in one view
Matches emails to multiple email addresses within a single record
Auto-creates and attributes new records (optional)
Admin console for central set-up and settings
Responsive customer support

Try before you buy

We get it. You want to make sure you’re getting the right tool to fit your needs. That's why you should try before you buy. Get your 14-day free trial today.

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Trusted by top-performing revenue teams