Push interested replies to Salesforce automatically

When a reply is labeled Interested or Meeting Request, the native Salesforce integration pushes the lead with your field mapping, sets the lead status from the label and logs the email chain as activities. No Zapier, no n8n.

CRM syncSalesforceRevOpsRevenue plan
When
Add LabelInterested or Meeting Request
Then
Push the lead to Salesforce with your field mappingname, email, company, title, phone and any custom field you map
And
Set the Salesforce lead status from the labelInterested sets the lead to Working, Meeting Request to Meeting Set
And
Log every message as a Salesforce activitythe cold email and every reply land on the lead as activities

Why teams run it

Positives reach Salesforce with status set and the full conversation attached, the moment they are labeled, without a rep copying anything in.

Set it up in Master Inbox

  1. In Master Inbox, open Settings, then Integrations, and connect Salesforce.
  2. Choose when it runs: Add Label, Interested or Meeting Request.
  3. Turn on Push the lead to Salesforce with your field mapping: name, email, company, title, phone and any custom field you map.
  4. Turn on Set the Salesforce lead status from the label: Interested sets the lead to Working, Meeting Request to Meeting Set.
  5. Turn on Log every message as a Salesforce activity: the cold email and every reply land on the lead as activities.
  6. Save. The native Salesforce integration runs it on every matching reply, with no workflow to build and no Zapier or n8n in between.

Before you start, connect Salesforce under Settings, Integrations.

Native, not a Zap

This runs inside the native Salesforce integration on the Revenue plan. There is no Zapier or n8n step to build, pay for or debug: connect Salesforce once and the setting applies to every workspace you turn it on for. Need to add your own step on top, such as a Slack alert? Add a workflow with the same trigger; see the workflow library.

Questions

Do I need Zapier or n8n for Salesforce?

No. Salesforce is a native integration on the Revenue plan, in beta. Connect it under Settings, Integrations and pick which labels push leads.

Can I map custom fields?

Yes. Map Master Inbox fields and your sequencer custom fields to Salesforce fields in the integration settings.

Can reps push a lead by hand?

Yes. Besides pushing by label or on reply, there is a manual button on the thread.

Which plan includes this?

This workflow works on the Revenue plan. Every plan has unlimited users, and pricing is shared on a short call.

Learn more

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Run this on your own inboxes

Book a call and we will set it up with you. Unlimited users on every plan.

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