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SF

Salesforce

Live

CRM

Connect with Salesforce Connected App. Bulk API used for the initial sync, streaming API for live updates. Email events written back to the Activity History.

// what you unlock

  • Lead + Contact bidirectional sync
  • Email events → Activity History
  • Custom Object support for B2B sales playbooks

// recipes

Quick-start patterns.

Connect

OAuth via dashboard → pick org → field-mapping wizard

Wire Salesforce in, ship the same day.