Create task on send of email

If the contact you are sending the email to is not already in your contact DB, the task will be created BUT NOT ASSOCIATED with any record (and is therefore uselsess).

Have you found any solutions to this?

Hi @leon2,

Thank you for reaching out to the Community!

The expected behaviour here is that a task is created in your account and also associated with the contact, but only if you have chosen to log the email as well. If you created the follow up task but didn’t log the email, then the task will only appear in the task manager but not on the contact record (see my colleague’s replies to this Community post for more information).

Could you please confirm that you’ve chosen to log the email and that the email got logged successfully on the contact record? Thank you!

Cheers
Mia, Community Team