Salesforce email integration for teams that answer from a shared inbox
Sektra's Salesforce email integration brings the CRM record into the shared inbox where a team reads and answers its mail. For each message, the matching contact or lead, the account and the account's opportunities are a click away on the thread. It is built for account managers and sales teams who want to check an opportunity before they reply. Sektra reads Salesforce and creates records on request, and it does not copy email into Salesforce.
What Sektra does with Salesforce
What the Salesforce card shows beside an email
The Apps button on a thread opens a Salesforce card for the sender, matched on email address. It shows the contact's title, phone and record owner, then the account with its industry and up to five of the account's opportunities. Each opportunity carries its stage, amount and close date, open ones are listed first, and every name links to the record in Salesforce.
Leads are matched when there is no contact
When no contact has the sender's address, Sektra looks for an open lead with that email and shows it instead. The lead card gives the title, company, lead status and owner, so a rep can see whether someone is already working it. Converted leads are left out of the lookup.
Create a Salesforce contact or opportunity from the thread
Create contact adds the sender to Salesforce with the name, email and phone from the conversation, and it keeps a contact that already has that email. Create opportunity is named after the conversation subject unless you type a name, and it goes on the contact's account when there is one. The amount is optional, the close date defaults to 30 days from today, and the stage defaults to your first open stage.
A rule can create the Salesforce contact
Sektra's rules can run Create contact in Salesforce as a step, which adds the sender of a matching conversation without anyone clicking. The step leaves an existing contact untouched, so it can run on every new conversation without creating duplicates. Opportunities are never created by a rule.
The assistant reads Salesforce when asked
The assistant, Sektra's built-in AI for questions and drafts, can read the Salesforce card for the open conversation or for any email address. It can also search Salesforce for a contact, an account or an opportunity by name. It only reads, and its answer says that the information came from Salesforce.
How to connect Salesforce
- 1
Open Integrations in Settings
As the workspace owner or an admin, open Settings, then Integrations, and choose Connect Salesforce under CRM.
- 2
Enter a login domain if you use one
Leave the field empty for production, enter test.salesforce.com for a sandbox, or enter your My Domain address.
- 3
Sign in to Salesforce
After Continue, Salesforce asks you to sign in and approve the connection, and then returns you to Sektra.
- 4
Open Apps on a thread
Salesforce now shows as Working on the Integrations page, and the Apps button on any thread opens the Salesforce card.
Common questions
Setup, permissions and what Sektra reads from Salesforce, with a contact link for anything not covered here.
Does the Salesforce email integration work with Gmail and Outlook?
Yes. Sektra runs Gmail and Google Workspace mailboxes, Outlook and Microsoft 365 mailboxes including shared mailboxes, and any IMAP mailbox as shared inboxes. One Salesforce connection covers all of them, so the card opens on a thread whichever mailbox the email arrived in.
Does Sektra log emails to Salesforce?
No. Sektra reads contacts, leads, accounts and opportunities and creates contacts and opportunities on request, and it does not write emails or activities onto Salesforce records. The email stays in your mailbox and in Sektra, where each thread keeps its owner, notes and history.
How does Sektra match an email to a Salesforce record?
Sektra uses the email address of the person who wrote in, or of the first recipient when your team started the thread. It looks for a contact with that address first and for an open lead second. When several contacts match, the most recently modified one is shown and the others are listed under Other matches.
Connect Salesforce and see it work
Connect a mailbox first, then add Salesforce from Settings. Both steps take a few minutes, and the team can work from the inbox the same day.