ClickReach + Salesforce
We are building a native Salesforce integration to sync leads, log email activity, and keep your CRM pipeline up to date — automatically.
What the Salesforce integration will include
A deep, two-way integration designed for teams that live in Salesforce.
Lead & Contact Sync
Automatically sync ClickReach contacts to Salesforce as Leads or Contacts. Keep both systems up to date without manual imports.
Opportunity Stage Mapping
Map ClickReach pipeline stages to Salesforce Opportunity stages. Pipeline changes in one tool are reflected in the other.
Email Activity Logging
Every email sent, opened, and replied to is logged as a Task or Activity on the Salesforce record for complete audit trails.
Flow & Process Builder Triggers
Use Salesforce Flows to trigger ClickReach sequences, or use ClickReach engagement data to drive Salesforce automation.
Bridge your outreach and CRM
Stop switching between tools. Keep Salesforce as your single source of truth.
- Eliminate manual data entry between ClickReach and Salesforce
- Full email engagement history on Salesforce Lead and Contact records
- Trigger outreach sequences from Salesforce list views or reports
- Auto-create Salesforce Opportunities when prospects reply
- Map custom fields between both platforms
- Enterprise-grade security with OAuth2 authentication
In the meantime
While we build the native Salesforce integration, you can use ClickReach's CSV export to keep Salesforce updated. Export contacts and engagement data anytime and import them using Salesforce Data Loader.
- Export contacts with all custom fields as CSV
- Import Salesforce leads into ClickReach via CSV
- Track engagement data (opens, replies) in ClickReach analytics
Get notified when Salesforce integration launches
Sign up for ClickReach today and be the first to know when the Salesforce integration goes live.