The Challenge

As VP of Revenue Operations & Digital Transformation, Erick Mahle oversees all revenue tooling - including Salesforce and various AI applications.

Initially, the company looked at Einstein Activity Capture (EAC) to sync emails and meetings from Outlook to Salesforce. However, as they scaled, it became clear that EAC wasn’t meeting their evolving needs.

“Einstein Activity Capture just doesn’t have the reporting functionality we needed. We wanted to do more - especially with AI playing a bigger role.”

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Two core pain points emerged:

1. ‍Limited control and visibility over what activity was being captured and how it was stored in Salesforce
2. ‍Data fragmentation due to prospects using multiple email addresses across professional and personal domains, creating duplicate contacts and inconsistencies in Salesforce

Solving this was a growing priority. Erick’s team was working on internal AI models to support reps by automating follow-ups and surfacing insights. 

They realized the importance of capturing and structuring all customer communication - from emails to calls - in Salesforce. For their AI models to work, they needed high-quality, comprehensive activity data.

“If we’re training models to follow up or assist reps, there’s no better method than using real conversations - emails, transcripts, everything.”

The Solution

Lendz briefly considered several vendors but quickly gravitated toward Weflow based on strong recommendations from the RevOps community.

“A lot of folks in the RevOps community pointed me to Weflow. The demo was strong, the pricing was right - it was an easy decision.”

Seamless integration with Microsoft 365

The onboarding was smooth, and the technical implementation was straightforward as Weflow integrates directly with Salesforce and Office 365.

“Weflow embeds so well into the CRM. It uses standard email message objects. That’s a big plus for us because it integrates smoothly with other parts of our Salesforce setup.”

Erick continues:

“The implementation was very uneventful - in the best way. Setup was smooth, communication was prompt, and we were off to the races.”

Crucially, upon Lendz’s request, Weflow also backfilled several months of historical email data. This not only gave the team a more complete picture of past activity, it also provided valuable input for training their internal AI models.

“The backfill of a couple of months of historical communications was a really nice touch.”

For a team building AI-driven workflows, regaining access to this prior context made a difference.

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Invisible to users, essential to RevOps

Weflow offers flexible setup options for activity capture, ranging from fully automated logging to manual entry via the Outlook Add-In or Chrome Extension. 

Admins can even assign different configurations by user profile. For example, Account Executives might run fully automated activity capture, while executives use manual logging for more control.

At Lendz, the team opted for a fully automated setup. 

Weflow runs quietly in the background. Emails from Outlook are captured in Salesforce without requiring any user action. Using Weflow’s mapping algorithm, emails are automatically mapped to the correct Salesforce contacts, opportunities, and accounts.

“The beauty is that end-users don’t actively use it - it just works. Everything is captured automatically.”

This hands-off approach frees reps from manual data entry while ensuring Salesforce activities are complete and up to date. 

Weflow now captures virtually 100% of relevant emails in Salesforce while respecting Lendz’s custom set-up and logging settings.

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Covering complex use-cases, easily

What makes this frictionless automation especially valuable is Weflow’s flexibility in handling edge cases that mattered to Erick’s team. 

One such case: a single prospect using multiple email addresses for business communication.

This created data fragmentation and the risk of duplicate contacts in Salesforce. Most tools couldn’t handle this complexity, but Weflow offered the flexibility Lendz needed. 

“We try really hard to maintain data quality in our data structure, and we don’t want to create duplicate contacts just because someone has two sets of emails that they use. Weflow covers this, which was a big saver for us.”

Weflow lets the team associate multiple emails with a single contact record, preserving context and eliminating duplicates.

Other platforms lacked this level of adaptability, forcing teams to undertake time-consuming duplicate management work or compromising data quality. Weflow made it seamless.

“ The fact that Weflow has this flexibility is really nice.”

Lastly, the team also configured Weflow to exclude irrelevant email types and preserve Salesforce storage, which can easily become overloaded by bulk email data.

“We were mindful of our Salesforce storage. Email messages love to consume space.”

The Outcome

With Weflow’s Activity Capture in place, Lendz now has:

1. Streamlined activity capture across Outlook and Salesforce
2. Cleaner, more unified contact records, even when customers use multiple inboxes
3. Prevented data silos and duplication with flexible email tracking
4. Clean Salesforce data that feeds their internal AI models
   

As they scale their AI initiatives, Lendz sees Weflow as a foundational piece of their data infrastructure - and a key enabler of what’s next.

“We’re very excited about training our models. There’s a lot more to come, and Weflow is a core part of that journey.”

Thanks to Weflow’s activity capture, they now have the foundational layer they need.

Beyond the product, Lendz appreciates the responsiveness and flexibility of the Weflow team.

From quick replies to Slack messages to rapid feature rollouts, the partnership feels collaborative.

Erick concludes:

“One thing we really appreciate is the user support and open loop of feedback. When we want to leverage Weflow in a certain way, we just reach out and the team queues it up on the roadmap if more customers would benefit from this.”