CRMSalesforce Integration — Email, SMS & WhatsApp
The Salesforce integration pulls your contacts and leads into Climails and keeps them current, so your marketing always speaks to the same records your sales team works in — no exports, no stale lists.
Visit websiteWhat the Salesforce integration does
The Salesforce integration pulls your contacts and leads into Climails and keeps them current, so your marketing always speaks to the same records your sales team works in — no exports, no stale lists.
- Contacts and leads with custom fields
- Pipeline stage and lead status
- Owner, tags and lifecycle data
- Updates as records change
What you can do with Salesforce data
- Nurture new leads with automated sequences
- Trigger emails when a deal stage changes
- Keep segments in step with the CRM
- Re-engage cold or lost leads
How to connect Salesforce
Connecting Salesforce takes a couple of clicks — you authorize Climails in Salesforce and sync begins, with tokens refreshed automatically so it keeps working.
- 1
In Climails, open Integrations and choose Salesforce.
- 2
Click Connect and sign in to Salesforce in the popup.
- 3
Grant Climails read access to your data.
- 4
Sync starts automatically — no keys to copy.
Put Salesforce data to work
Once Salesforce data is in Climails it's just contacts and events — usable everywhere. Build segments from it, trigger flows on it, and personalize any message with it, across every channel from a single automation.
- Build segments from Salesforce data
- Trigger email, SMS, WhatsApp, Telegram and push flows on Salesforce events
- Personalize messages with Salesforce fields
- One unified profile per customer across channels
Frequently asked questions
Is the Salesforce integration free?
Yes. It's available on every plan, including the free tier — you pay for your Climails sending, not per integration.
How long does it take to connect Salesforce?
A few minutes. Most connections are a couple of clicks or pasting a key — no developer needed.
Is my Salesforce data secure?
Yes. Credentials are stored encrypted, webhook payloads are signature-verified, and we only read the data needed to sync contacts and events.
Can I sync Salesforce in real time?
Yes. Native connectors sync on a schedule and webhooks deliver events in real time, so flows can fire the moment something happens in Salesforce.
Do I need to use every channel?
No. Salesforce data works with whichever channels you use — start with email and add SMS, WhatsApp, Telegram or push whenever you're ready.
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