Gmail, Google Calendar, and Salesforce, kept in sync — as real Salesforce records
Backscribe is a background service under active development for connecting a Google Workspace mailbox and calendar to Salesforce, so that business activity shows up as ordinary, reportable records instead of living somewhere Salesforce reporting cannot see it.
Backscribe is being built to read business email and calendar events from Gmail and Google Calendar, work out which Salesforce contacts, accounts, and opportunities they belong to, and write them into Salesforce under rules an administrator controls.
Capture, with noise filtered out
Gmail and Google Calendar activity is meant to be captured automatically, with bounces, out-of-office replies, and newsletters filtered out before anything reaches a Salesforce timeline.
Matching to the right Salesforce records
Each captured email or meeting is intended to be matched to the contacts, accounts, and opportunities it belongs to in Salesforce, using rules an administrator sets and each user can only tighten.
Retroactive matching
An email or meeting that arrives before its matching Salesforce record exists is designed to wait, then attach automatically once that Contact or Lead is created — rather than being lost to a sync that only looks forward.
Dry-run before anything is written
Before any record is created in a live org, the plan is to show an administrator exactly what would be captured and matched, so nothing is written to Salesforce until it has been reviewed and approved.
What is, and is not, stored
Message bodies pass through Backscribe while an item is being synced to Salesforce, and are not retained on our servers afterwards — we store addressing metadata, not content. The full detail, including what an administrator can configure, is in the privacy policy.
Where things stand
Backscribe is in early development — this is the second of fourteen planned milestones, and no part of the sync engine has shipped yet. A pilot programme is forming for Google Workspace and Salesforce customers who want early access once there is something to pilot.
Get in touch
Questions about the pilot, or about how Backscribe is being built, are welcome. Write to us at gerry@resonatorconsulting.com.