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Salesforge → Salesforce

Salesforge + Salesforce integration

Get Salesforge activity onto Salesforce Leads and Contacts: every email step, every reply, and whether the reply was positive or negative, logged as Tasks you can report on.

BetaOne-way syncEmail and social

Salesforge + Salesforce at a glance

Salesforge connects to Salesforce through OutboundSync. Email sends, opens, link clicks, replies, bounces, unsubscribes, positive and negative reply sentiment, and social replies from Salesforge are logged on the matching Lead or Contact as Tasks or EmailMessage records. The OutboundSync team sets up the Salesforge source with you during onboarding.

Salesforge + Salesforce integration facts
StatusBeta (Salesforge setup is guided by the OutboundSync team)
ChannelsEmail and social
DirectionOne-way, Salesforge → Salesforce
Salesforce recordsLeads, or Contacts and Accounts
Block listsNot available for this pairing
Salesforge planNeeds webhook access
SetupSelf-serve: create an External Client App, then connect it in OutboundSync; Salesforge source set up with our team

Salesforce teams judge outbound on pipeline, not activity counts, so the signal that matters is which replies were good. Salesforge scores sentiment on every reply, and OutboundSync logs that score as its own Task on the Lead or Contact. Reports can separate positive replies from the rest with a simple filter on the Task subject.

The rest of the Salesforge sequence comes along for context: sends, opens, clicks, bounces, and replies from the social channel. Optional OutboundSync fields on the Lead or Contact hold the latest status, which makes list views and assignment rules easy to build.

What syncs from Salesforge to Salesforce

Every event below arrives in near-real time and lands on the matched Salesforce record. Pick the ones you want per source.

Salesforge events OutboundSync syncs to Salesforce
EventChannelWhere it lands in Salesforce
Email sentEmailTask or EmailMessage on the Lead or Contact
Email openedEmailTask on the Lead or Contact, plus optional OutboundSync fields
Link clickedEmailTask on the Lead or Contact, plus optional OutboundSync fields
Reply receivedEmailTask or EmailMessage on the Lead or Contact
Email bouncedEmailTask on the Lead or Contact, plus optional OutboundSync fields
Contact unsubscribedEmailTask on the Lead or Contact, plus optional OutboundSync fields
Reply sentiment— Positive and negative reply classificationEmailTask plus optional OutboundSync fields on the Lead or Contact
Social reply receivedSocialTask on the Lead or Contact

Event names come from the Salesforge webhooks OutboundSync receives. See the Salesforge event reference.

What teams do with Salesforge + Salesforce

  • Report positive reply rate

    Filter Tasks on positive Salesforge sentiment to compare campaigns by replies worth a meeting.

  • Assign hot Leads fast

    Fire a Salesforce Flow on positive sentiment so interested Leads reach a rep in minutes.

  • See multichannel history

    Email and social replies from Salesforge sit on the same Lead record.

Ways to connect Salesforge and Salesforce

The options teams weigh before they commit a production sync.

Ways to connect Salesforge and Salesforce, compared
OptionWhat it doesTrade-off
Zapier, Make, or n8nCompare integration platformsCatch Salesforge webhooks and write each event to Salesforce with a workflow you build.Every event type, retry, and field change is a workflow you maintain, billed per task or step.
Custom buildBuild vs buyWrite your own service against the Salesforge and Salesforce APIs.You own matching, deduplication, API limits, and every upstream schema change.
OutboundSyncPre-built email and social activity sync into Salesforce Leads and Contacts.Self-serve setup, searchable event logs, and support from the team that maintains the connector.

How to set up Salesforge + Salesforce

  1. Step 1: Connect Salesforce

    A Salesforce admin creates an External Client App, then connects it in OutboundSync and picks Task or EmailMessage logging.

  2. Step 2: Connect Salesforge

    The OutboundSync team creates your Salesforge source with you and points Salesforge's webhooks at it.

  3. Step 3: Choose events and fields

    Pick which Salesforge events to log, whether they write Tasks or EmailMessage records, and which OutboundSync fields to fill.

  4. Step 4: Send a test event

    Trigger one Salesforge event and confirm it on a real Lead or Contact.

  5. Step 5: Go live

    Turn on the source and start building Salesforce reports, dashboards, and Flows on real Salesforge data.

Plan requirements

Salesforge plan

Needs webhook access

OutboundSync receives Salesforge activity through webhooks. Confirm your Salesforge plan includes webhook access, or ask us to check during setup.

Salesforce

OutboundSync works across Salesforce editions. The difference is API capacity: plan for roughly 6 API calls per sent email once replies and status events are counted.

Which Salesforce edition you need

Which Salesforce edition you need
EditionFitWhat to know
ProfessionalLimited support - API limits may restrict ongoing sync.
  • Requires add-on for sufficient API capacity
  • Base API varies (add-on may be required)
  • 1,000 API calls per user license
  • Best for very small teams (fewer than 5 reps)
  • Requires close API usage monitoring
  • Admin available during setup recommended
EnterpriseMost commonRecommended - Best balance of capability, API capacity, and cost.
  • 100,000 base API calls per 24 hours
  • Example: 25 users ≈ 125,000 calls/day
  • Reliable for scaled outbound with multiple sequences
  • Activity logging for attribution and reporting
  • Low-risk setup experience
UnlimitedIdeal - Best for scale and high activity volume.
  • 5,000 API calls per user license
  • Example: 25 users ≈ 225,000 calls/day
  • Built for high-volume outbound teams
  • Maximum API headroom for growth
  • Enterprise-grade features and support

Millions of activities synced every month

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Salesforge + Salesforce FAQ

  • What Salesforge activity does OutboundSync sync to Salesforce?
    Email sent, email opened, link clicked, reply received, email bounced, contact unsubscribed, reply sentiment, and social reply received.
  • Which Salesforce records does it write to?
    OutboundSync matches or creates Salesforce Leads and Contacts. Salesforge events land as task or EmailMessage on the Lead or Contact; or task on the Lead or Contact, plus optional OutboundSync fields; or task plus optional OutboundSync fields on the Lead or Contact; or task on the Lead or Contact. See the Salesforce data model docs for details.
  • Which Salesforce objects does Salesforge activity use?
    Activity lands as Tasks, or as EmailMessage records for sends and replies if you choose that option. Optional OutboundSync fields on the Lead and Contact carry the latest status.
  • Is the integration one-way or two-way?
    One-way. Activity flows from Salesforge into Salesforce, and nothing is written back to Salesforge.
  • Do I need admin access to set it up?
    A Salesforce System Administrator creates the External Client App and authorizes OAuth.
  • Which Salesforge plan do I need?
    OutboundSync receives Salesforge activity through webhooks. Confirm your Salesforge plan includes webhook access, or ask us to check during setup.
  • How is Salesforge + Salesforce priced?
    OutboundSync bills on sent messages per month. Replies, opens, clicks, and lead-category updates are not billed. Plan details are on the pricing page.
  • Can I do this with Zapier, Make, or n8n?
    Yes, for lightweight automation. Zapier, Make, and n8n are good for prototypes and simple routing, but they need ongoing maintenance and bill by task or step. OutboundSync is pre-built for outbound CRM sync, keeps searchable event logs beyond 30 days, and prices by outbound volume.
  • What breaks first when this scales?
    Data quality and reliability break first: duplicate events, retries, out-of-order webhooks, and bursts during big sends. OutboundSync handles idempotency, timing buffers, and queue recovery, and flags suspicious or mismapped payloads instead of writing them.

Salesforge resources

Tutorials, case studies, and updates related to Salesforge.

Company

Partner spotlight: Salesforge

Salesforge is an AI-powered sales execution platform founded in 2023 in Estonia. See how it connects to OutboundSync to sync activity into your CRM.

Jason Ma

See Salesforge activity in Salesforce

A quick walkthrough with your own stack. Setup takes minutes, with no long-term contract.