What it is
Accounts, contacts, and activity, with tasks and call outcomes back on the record. Not self-serve yet.
Not a self-serve connection yet. A file, Microsoft 365, or Google is enough to start.
What it can do
Not a self-serve connect yet.
The adapter exists. The connect button is still gated.
Start with a file or HubSpot.
The same workspace reads the list you already have.
Writes, once connected, can require approval.
Tasks, call logs, and contact updates land on the record. Nothing writes to the EHR.
What you can ask
- When Salesforce is connected, which contacts are in this stage?
- Until then, read this export and draft the follow-up.