To automatically synchronize your customer emails to Salesforce, you need to connect your Salesforce account to Thrive for Email.

 

Authorizing your Salesforce account

To save your emails to Salesforce, you need to authorize access using the Connect to Salesforce button. The button is presented during signup and in your Settings after logging in.


After clicking the button, you will be asked to log in to your Salesforce account.


The next and final step is to approve access to Thrive for Email by clicking "Allow".


That's it, you are all set. Once you have connected your email account and activate the synchronization, Thrive for Email will automatically save all customer emails in Salesforce.