How to connect ReachInbox and Salesforce
Create a New Scenario to Connect ReachInbox and Salesforce
In the workspace, click the “Create New Scenario” button.

Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a ReachInbox, triggered by another scenario, or executed manually (for testing purposes). In most cases, ReachInbox or Salesforce will be your first step. To do this, click "Choose an app," find ReachInbox or Salesforce, and select the appropriate trigger to start the scenario.

Add the ReachInbox Node
Select the ReachInbox node from the app selection panel on the right.

ReachInbox
Configure the ReachInbox
Click on the ReachInbox node to configure it. You can modify the ReachInbox URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Salesforce Node
Next, click the plus (+) icon on the ReachInbox node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.

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Authenticate Salesforce
Now, click the Salesforce node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesforce settings. Authentication allows you to use Salesforce through Latenode.
Configure the ReachInbox and Salesforce Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the ReachInbox and Salesforce Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

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AI Anthropic Claude 3
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Trigger on Webhook
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Webhook response

Save and Activate the Scenario
After configuring ReachInbox, Salesforce, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the ReachInbox and Salesforce integration works as expected. Depending on your setup, data should flow between ReachInbox and Salesforce (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect ReachInbox and Salesforce
ReachInbox + Salesforce + Slack: When a new lead is added in ReachInbox, create a corresponding lead in Salesforce. Then, send a summary of the new lead's information to a designated Slack channel.
Salesforce + ReachInbox + Gmail: Identify Salesforce contacts using ReachInbox and send them personalized Gmail follow-up emails. This flow starts when a record is updated in Salesforce.
ReachInbox and Salesforce integration alternatives
About ReachInbox
ReachInbox + Latenode: Automate cold outreach & personalize follow-ups at scale. Trigger campaigns from new leads, scraped data, or CRM updates. Latenode manages complex logic (filtering, scheduling, AI content creation) while ReachInbox handles email sending. Optimize deliverability and engagement in automated workflows.
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About Salesforce
Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.
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See how Latenode works
FAQ ReachInbox and Salesforce
How can I connect my ReachInbox account to Salesforce using Latenode?
To connect your ReachInbox account to Salesforce on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ReachInbox and click on "Connect".
- Authenticate your ReachInbox and Salesforce accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Salesforce leads from new ReachInbox messages?
Yes, using Latenode! Automate lead creation from ReachInbox messages to Salesforce. Benefit from custom logic and AI enrichment for smarter lead generation.
What types of tasks can I perform by integrating ReachInbox with Salesforce?
Integrating ReachInbox with Salesforce allows you to perform various tasks, including:
- Automatically create new contacts in Salesforce from ReachInbox messages.
- Update existing Salesforce records with data from ReachInbox conversations.
- Trigger ReachInbox campaigns based on Salesforce record updates.
- Log ReachInbox message details as Salesforce activity history.
- Sync contact properties between ReachInbox and Salesforce in real-time.
Can I use JavaScript code to transform ReachInbox data before sending to Salesforce?
Yes! Latenode lets you use JavaScript to customize data transformations, enriching or modifying data before it reaches Salesforce.
Are there any limitations to the ReachInbox and Salesforce integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- The integration is limited by the ReachInbox and Salesforce API rate limits.
- Complex data transformations may require advanced JavaScript knowledge.
- Initial setup requires correctly configuring API credentials for both apps.