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CRM INTEGRATIONS
FoxBound Knowledge Base / CRM Integrations / Salesforce
Last updated on Dec 11th, 2019
FoxBound’s Salesforce integration enables you to automatically sync outbound email activity without any manual work. There is already a great deal of important data within your CRM, and using FoxBound adds valuable outbound communication to your Salesforce.
In order for FoxBound to send data to Salesforce, you’ll have to enable the integration by first selecting your name at the bottom left to access the options below. Then selecting the Administration section.
Click Integrations within the sub-tabs.
Click Connect underneath the Salesforce logo. This will open up a new page were you will be able to sign in using your Salesforce credentials in order to grant FoxBound access.
Yes, email activity will be automatically sent to either leads or contacts.
Navigate to your Administration settings, select Integrations and select change to edit the email address.
No, emails will only be automatically added to Salesforce after the integration is enabled.
Currently the outbound emails the are sent through FoxBound are tracked as completed email activities and we also sync the email replies.
The email has to exist in Salesforce in order for the outbound email to sync to a lead or contact record.
Today our integration doesn’t currently associate any fields to Salesforce campaigns.
If you and your sales team have feature requests for the Salesforce integration, please email us at support@foxbound.io and we will respond once the request has been reviewed by our product team.
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