Sends
Routes the reply
ClosesConnect Expandi with Salesforce
Expandi sends. Salesforce closes. The replies in between get lost.
Master Inbox is the router in the middle
Expandi runs safe, cloud-based LinkedIn outreach with smart, human-like sequences. Salesforce is where enterprise revenue teams report and forecast. The gap is the replies: they scatter across mailboxes, and getting them into Salesforce means a rep copying threads by hand, if they remember at all. Master Inbox is the router in the middle. It catches every reply from Expandi, including the forwards and out-of-office Expandi never surfaces, tags it by intent, and syncs the contact, conversation, and stage straight into Salesforce. Reps work one inbox; Salesforce fills itself with warm leads. Today that Salesforce sync runs through webhooks and our OutboundSync partnership, which carries full campaign attribution into the right record; native Salesforce sync is on the roadmap.
What you can do
- Every Expandi reply becomes a Salesforce contact with the full thread attached
- Interested replies mapped to the right Salesforce stage automatically
- Reply from Master Inbox, logged to Salesforce, with zero double entry
- Stop Expandi from emailing prospects already active in Salesforce
How the Expandi to Salesforce flow gets set up
- 1Connect the LinkedIn accounts Expandi runs onAdd the LinkedIn accounts behind your Expandi outreach. Every conversation threads into the same inbox as your email replies, per prospect.
- 2Connect SalesforceIn Settings, open Integrations and connect Salesforce. Contacts, conversations, and reply tags sync automatically from then on.
- 3Map labels to Salesforce stagesChoose which reply labels (interested, pricing, referral) create or update Salesforce records and which pipeline stage each one lands in.
- 4Go live with white-glove onboardingOnboarding is done with you, not handed off to docs: we wire the Expandi to Salesforce flow on your real inboxes during the free 7-day POC.
Why it matters for outbound revenue teams
The Expandi-to-Salesforce handoff is where outbound revenue leaks: a hot reply that never makes Salesforce is a deal you already paid for and lost. With Master Inbox in the middle, every Expandi reply lands in Salesforce in seconds, with context.
“Cold email and CRM, it never fully works together.”
Expandi + Salesforce FAQs
How does Master Inbox connect Expandi and Salesforce?
It reads replies from your Expandi mailboxes, tags them, and syncs the contact, conversation, and stage into Salesforce, automatically. It's the reply router between the two.
Do reps reply from Expandi or Salesforce?
Neither. Reps reply from Master Inbox in one place, and the activity is logged to Salesforce without copy-paste.
Does it catch Expandi replies that never reach Salesforce today?
Yes. Forwards, out-of-office, and new-address replies Expandi drops are caught and pushed into Salesforce with context.
How does the Salesforce sync work?
Replies, tags and stages reach Salesforce today through webhook sync, and OutboundSync carries full campaign attribution into the right record. Native Salesforce sync is on the roadmap.
Do Expandi conversations thread with my email replies?
Yes. Add the LinkedIn accounts behind your Expandi outreach and each conversation threads per prospect next to the email replies, tagged by intent. Reps answer both channels from one inbox without tab-switching.
What does Master Inbox add to Expandi's Global Inbox?
Expandi's Global Inbox puts every LinkedIn account in a workspace on one screen. Master Inbox adds email in the same prospect thread, plus AI intent labels, saved views, label-triggered workflows and two-way CRM sync. Keep Expandi for safe, cloud-based sending.
Where does Master Inbox fit with my Expandi sequences?
Expandi keeps running your cloud-based sequences and sending exactly as you set them up. Master Inbox is the reply layer on top, bringing the conversations into one inbox so warm LinkedIn replies get answered instead of buried.
What does OutboundSync add for Salesforce?
OutboundSync carries every outbound conversation into the right Salesforce record with full campaign attribution. Master Inbox is a direct integration in it, one way into the CRM, so forwards, CC replies and new-address replies reach the same record.
Can we start on Salesforce now and move to native sync later?
Yes. Run webhook or OutboundSync sync today and join the early list for native Salesforce, which is on the roadmap at parity with our HubSpot Suite. We migrate you white-glove the week it ships.
Go deeper
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