Salesforce Integration
Bi-directional sync with Salesforce. Pull leads and contacts, log email activities, update records based on engagement, and track conversions.
Key Benefits
What you can do with the Salesforce integration.
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Sync leads and contacts from Salesforce
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Log all email activities to Salesforce records
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Update lead/contact fields based on engagement
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Create tasks for replies
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Track sequence performance in Salesforce reports
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Bi-directional contact sync
How to Connect
Set up the Salesforce integration in minutes.
Step 1
Navigate to Integrations in MailSequence
Step 2
Select "Salesforce" and click "Connect"
Step 3
Authorize MailSequence in Salesforce
Step 4
Configure field mapping preferences
Step 5
Choose which objects to sync (Leads, Contacts)
Step 6
Enable activity logging and sync preferences
Common Use Cases
How teams use the Salesforce integration.
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Pull Salesforce leads directly into sequences
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Keep sales activities logged in Salesforce
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Update lead status based on email engagement
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Create follow-up tasks when prospects reply
Common Workflows
Typical workflows with Salesforce.
Workflow 1
Import Salesforce leads into MailSequence campaign
Workflow 2
Send sequences via MailSequence
Workflow 3
Log all sends, opens, clicks to Salesforce
Workflow 4
Automatically update lead status on reply
Workflow 5
Create task in Salesforce when prospect responds
Requirements
What you need to connect Salesforce.
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Salesforce account (Professional edition or higher)
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Admin permissions to authorize integration
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API access enabled in Salesforce
Limitations & Considerations
Important information about the Salesforce integration.
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Salesforce API limits apply (depends on edition)
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Real-time sync depends on plan level
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Custom object support available on Enterprise plans