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Add CRM Communications Area for Field Mapping

 In the Field Mapping section of Email Activities Formula. We would like to add an area for Communications. Currently we store our email campaign information in that area rather than Interactions.

Hi Michael, 

Can you tell me more about how you store the email activity in BBCRM under Communications? Do you all have the Email Activity tab enabled/configured in BBCRM or do you use one of the other Communications tabs? 


Chanel Floyd

Product Manager - Omatic Cloud

We do not have Email Activity enabled. The is a single communications tab that appears at the same level as "Documentation and Interactions" that would be the tab I am referring to.

I would be happen to jump on a short call if that would be beneficial.

Thank you Michael - I'd love to chat with you about how you use the Communications tab. I'll send you an email after the holidays and we can discuss options for adding those additional fields to the BBCRM endpoint.



1 person likes this

That works for me. I look forward to meeting with you

I just met with a few folks from the Omatic team and am updating this Idea.

To be more specific, Currently the Appeal Response only allows for 1 response value. For example: opened, bounced, clicked, etc. Looking specifically at clicked, it would be nice to bring over which link the user clicked. This is not currently an option via the API.  To fit base CRM this would probably need to be concatenated in the response section

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