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CRM integrationAvailable now
Salesforce integration
Push qualified replies and meetings straight into Salesforce.
- Enterprise + Unlimited editions
- Lead + Contact + Opportunity
- Bulk API 2.0
Auth: OAuth Live in 5 minutes Priority support included
What it syncs
Data we move with Salesforce
- Leads, Contacts, Accounts (bi-directional)
- Opportunities with stage + amount
- Tasks and completed activities
- Campaign membership
Example workflows
What teams build with Salesforce
- Positive reply → Opportunity
Create an Opportunity linked to the Contact + Account with campaign source attribution.
- Meeting booked → Event + Task
Log a Salesforce Event on the rep's calendar and assign a follow-up Task.
- Campaign member → NxtSend audience
Sync any Salesforce Campaign into a NxtSend audience for outreach.
Setup
Connect Salesforce in 5 minutes
- 1Open Settings → Integrations → Salesforce.
- 2Sign in with Salesforce (production or sandbox).
- 3Pick the Opportunity record type, pipeline and default stage.
- 4Map standard + custom fields (Contact, Lead, Account, Opportunity).
- 5Optionally enable the Bulk API 2.0 path for large historical backfills.
Field mapping
Default Salesforce field map
| NxtSend | Salesforce |
|---|---|
| NxtSend email | Contact.Email |
| First / last name | Contact.FirstName / LastName |
| Company | Account.Name |
| Title | Contact.Title |
| Reply intent | Opportunity.StageName |
| Campaign | CampaignMember.Campaign.Name |
Every field is customizable per workspace.
Permissions & scopes
What we ask for
apiRequired to read and write Leads, Contacts, Accounts and Opportunities.
refresh_token, offline_accessKeep the sync running without re-prompting the user.
bulk_apiOptional — used for large historical backfills only.
We never request scopes we don't use. Revoke access from Salesforce at any time.
Get Salesforce connected in 5 minutes
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