Syncing notes to Salesforce is important to ensure that all your insights from conversations with prospects and customers are stored in one place.
From hundreds of conversations with salespeople, we learned that some prefer manual syncing of their notes (only when everything is perfect and correct), and others don't mind it when their note gets automatically synced to Salesforce.
With Weflow, you can choose how you'd prefer us to sync your notes.
This label means that your note is currently unlinked i.e., you need to link it to a record before you can sync it:
This label means that your note has been linked and synced to Salesforce: