How many fields are created with the SFDC Managed Package?
The integration currently creates 4 custom fields, but we have plans to expand to 8 in a future update.
Do we have the ability to control whether or not the integration creates tasks?
By default, tasks are created for a few situations. This can be turned off if desired.
Is it a process builder, flow, or custom apex? What does that automation do?
If you install the Managed Package, we create an Apex to utilize our triggers to automate sending based on actions in Salesforce.
Is it going to be an issue that we do not use leads or do not have plans to integrate with leads?
No. We still have a contact integration. If you do not utilize leads, that's fine.
Still have questions? Reach out to our Support Team!