Inboxed + Salesforce
Create Salesforce Leads from interested replies, sync opt-outs and bounces both ways, and sync Opportunities two-way.
Salesforce connects with OAuth, so you sign in to Salesforce instead of pasting a key. Interested replies create a Lead with name, company, title, email, the reply as the description, and Lead Source Inboxed.
With push sync on (the default), unsubscribes, bounces and reply intent also update the matching contact. In Salesforce that means HasOptedOutOfEmail, the bounce date and reason, or the Lead Rating (Hot, Warm or Cold) on matching Leads and Contacts.
Every hour, Leads and Contacts with HasOptedOutOfEmail are suppressed in Inboxed. Deals sync as Opportunities with contact roles. deals you create in Inboxed create and update deals in the CRM, and stage, value, won/lost and close-date changes there come back every 15 minutes. The latest change wins.
What you can do
- Create Leads from interested replies
- Set opt-out, bounce and Rating on Leads and Contacts
- Suppress Salesforce opt-outs every hour
- Sync Opportunities both ways
Events it can receive
- Interested reply or meeting request
- Lead unsubscribed
- Email bounced
- Reply intent changed
Set it up in 3 steps
- Your Inboxed server needs a Salesforce connected app (SALESFORCE_CLIENT_ID and SALESFORCE_CLIENT_SECRET).
- In Inboxed, open Integrations → CRM → Connect Salesforce.
- Sign in to Salesforce and allow access; Inboxed refreshes the token on its own.
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Salesforce is a trademark of its owner. Inboxed isn’t affiliated with or endorsed by it. Any fees Salesforce charges are billed by Salesforce, not Inboxed.
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