Velaxe
MailBridge — Unified Email Hub & Secure HMAC Bridge | Velaxe

MailBridge

Auto-log email threads to Salesforce

Match recipients to CRM records, upsert Activities, and link threads to Opportunities.

15 min Intermediate Sales Ops, Admin Updated Sep 19, 2025
View App All Guides

Overview

Match recipients to CRM records, upsert Activities, and link threads to Opportunities.

Prerequisites

  • Salesforce Connected App authorized

Permissions required

crm.connections.manage email.logs.read

Steps (3)

Estimated: 15 min
  1. 1

    Connect Salesforce

    Admin 4 min Back to top

    Integrations → Salesforce (CRM Log) → **Connect**.

    Tips

    —

    Validation

    —

    Success criteria

    —

  2. 2

    Define matching

    Sales Ops 5 min Back to top

    Choose Lead/Contact matching rules and default owner.

    Tips

    —

    Validation

    —

    Success criteria

    —

  3. 3

    Verify logging

    Sales Ops 6 min Back to top

    Send/receive a test thread and confirm Activity is created.

    Tips

    —

    Validation

    —

    Success criteria

    • Activities appear on Contact/Opportunity with excerpts attached.

About this guide

MailBridge centralizes business email inside your Velaxe workspace. Connect IMAP/SMTP accounts (including OAuth providers) and the background poller ingests folders, flags, bodies, and attachments with safe throttles. Compose drafts with uploads, send immediately, or enqueue to the bulk sender with pacing and retry policies.

A hardened, timestamped HMAC bridge lets external apps request account suggestions or send mail via signed requests—no CORS headaches. Connections include scopes, IP allowlists, and rotating secrets with audit logs and analytics.

Verification tools probe domains/MX/SMTP and cache outcomes to reduce bounces. Events integrate with workflows and AI responses so teams can automate follow-ups and logging into CRM/Chronicle.