Using the Salesforce Integration in Polymail

Easily connect Salesforce to Polymail to view and manage your contacts, sync email activity, and streamline your workflow—all from one place.

What You Can Do With the Integration

With Polymail's Salesforce integration, you can:

• View existing Salesforce Contacts and Leads in Polymail

• Create new Contacts and Leads directly from Contact Profiles

• Log activities and create tasks

• Automatically sync sent and received emails to Salesforce

⚠️ Available for Enterprise plans onlyThis feature requires a Salesforce account with API access and one of the following

• Salesforce editions:Enterprise Edition

• Unlimited Edition

• Performance Edition

Salesforce Contact, Professional, and Group Editions are not supported.

How to Enable the Integration (Admins Only)

1. Upgrade to Enterprise

2. Install the Integration

   1. In the Polymail Web/Desktop app, click your name in the lower-left corner → Settings

   2. Go to the Integrations tab

   3. Click the blue Install button next to Salesforce

3. Login to Salesforce

4. After connecting, toggle on Salesforce Sync to automatically sync all sent and received emails.

Connecting Your Team

Each team member must authenticate their own Salesforce account to use the integration.

They can connect:

• From the Integrations tab in Settings

• Or via the Salesforce tab at the top right of the app

Salesforce Sync in Action

Once enabled:

• All sent/received emails in Polymail will sync to the matching Contact or Lead in Salesforce

• Your synced activity will appear in the Salesforce tab when viewing an email or contact in Polymail

You can turn Sync on/off anytime via the Integrations tab.

Using the Salesforce Tab in Polymail

You’ll find the Salesforce tab in the top right corner when:

• Reading an email from someone with a Salesforce profile

• Viewing a contact profile

Here, you can:

• View synced Salesforce data

• Create new Contacts or Leads if none exist

• Create Tasks and Log Activity directly from Polymail

Polymail syncs your Salesforce data twice daily to keep everything up to date.