Salesforce (CRM Log) — Integration

Overview

Auto-log threads to Salesforce records. Upsert Activities, attach excerpts, and link messages to Leads/Contacts/Accounts/Opportunities.

Capabilities

• Match recipients to Leads/Contacts and upsert Activities

• Custom object and record type mapping

• BCC capture address (optional) for quick logging

• Bulk backfill on demand with rate-limit safety

1. 1

   Step 1

   Create a Connected App in Salesforce and obtain client ID/secret (or JWT cert).

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2. 2

   Step 2

   Authorize from MailBridge and select objects to map.

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3. 3

   Step 3

   Define matching rules (email → Lead/Contact) and default owner.

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4. 4

   Step 4

   Send/receive a test email; confirm Activity/Task created.

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Limitations

• API quotas apply; high-volume backfills are chunked.

• Large attachments are linked, not embedded.

FAQs

Pricing