Salesforce
CRMPopularSync contacts, leads, and activities bidirectionally.
About the Integration
Connect mailfra with Salesforce to keep your sales and marketing teams perfectly aligned. This integration ensures that all outreach activities, including emails sent, opened, clicked, and replied to, are automatically logged against the correct lead or contact record in Salesforce. You can also trigger mailfra sequences directly from Salesforce based on lead status changes.
By connecting Salesforce with your workspace, you can unlock powerful automation capabilities, ensuring that your data is always perfectly synced, saving your team hours of manual data entry every week. Setup is fast, requiring just a few clicks to authenticate and map your desired fields, allowing you to focus on what matters most: closing deals.
How to Connect
- Log in to your Mailfra dashboard.
- Navigate to the Settings menu and select Integrations.
- Find Salesforce in the list and click "Connect".
- Follow the OAuth flow to authorize the connection securely.
- Configure your specific field mappings and sync preferences.
Key Features
- Bi-directional sync of contacts and leads
- Automatic activity logging for emails and calls
- Custom field mapping for precise data transfer
- Real-time pipeline updates based on campaign engagement
Requirements
- Active Mailfra Pro plan or higher
- Admin access to Salesforce
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