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Displaying Zuora's Email History in Salesforce

Would be great to be able to push Email History from Zuora's Customer Account to Salesforce (maybe Billing Account).


This way our Customer Support and Sales Reps could see what kind of communication was done to the customer.

4 Comments
Scholar

When does an idea moves to the Stage "Under consideration"?

Partner

One way to do this is to create an email address (and email handler) in Salesforce to add to the BCC the emails out of Zuora.  With the CRM ID available somewhere in the email (header, subject or body), the email handler can attach the email to the Salesforce account.  

 

The cleanest solution would have the CRM ID in the email header (hint, hint Zuora). 

 

 

Guru

Another idea is if the email and callout history was available via API, then one could query it from Salesforce as needed rather than syncing the entire history into Salesforce. Sync has its advantages when you need to run reports or query based on the information, but email history (at least for our use cases) is generally visiting an account and looking at the email history (or at most wanting to search through an accounts emails). Thoughts?

Partner

The email and callout history is available via the API, but the response is limited. 

https://knowledgecenter.zuora.com/DC_Developers/REST_API/B_REST_API_reference/Notification_History/G...

 

Getting a copy of the email, in real-time, would be my choice.