Contact roles now added automatically for existing contacts

When an email, meeting or task is logged against both a contact and an opportunity, Weflow now adds that contact as an Opportunity Contact Role if one does not exist yet. This works for your existing contacts too, not just ones Weflow creates, so your buying groups stay complete without reps having to remember.

• Works for emails, meetings and tasks synced to Salesforce
• Primary contact is never set or changed automatically, and roles you delete manually are not recreated
• Admins can choose a default role from your Contact Role picklist, or leave it blank
• Settings to turn it on or off, include contacts from other accounts, and limit it to open opportunities