Send your campaigns through Salesforce
SalesCrew builds the audience, pushes it into your org as leads, and sends list email from your verified senders. Results flow back.
- Campaign push via API user
- Bounces pulled back
- Opt-outs written to Salesforce
The short answer
- Salesforce is a send path in SalesCrew. A campaign built from your data bank and segments is pushed into your Salesforce org, and Salesforce list email sends it from your own verified addresses.
- Every pushed list carries an identifier in a custom Lead field, Identifier__c, so follow-ups, bounces and stats trace back to the right SalesCrew campaign.
- Suppression runs twice: once when the audience freezes and again at send time. Opt-outs are written back to the Salesforce lead, so your org and SalesCrew agree on who not to email.
- The connection is a dedicated Salesforce API user with its security token, stored in your instance's Supabase Vault and never shown again.
Mechanism
What moves between SalesCrew and your Salesforce org, and which tool moves it.
| What | Mechanism | Direction | Objects | Status |
|---|---|---|---|---|
| Connection | Dedicated API user, password and security token | Outbound | One row per Salesforce org | Available |
| Audience push | salesforce_push creates leads with Identifier__c filled | Outbound | Leads | Available |
| List view | sf_create_list_view for each pushed list | Outbound | List views | Available |
| Send | sf_send_list_email from a verified Org-Wide Email Address | Outbound | List emails | Available |
| Sender check | sf_senders_audit and sf_create_org_wide_address | Both | Org-Wide Email Addresses | Available |
| Bounces and stats | sf_pull_bounces and sf_pull_stats | Inbound | Send history, suppression list | Available |
| Opt-outs | sf_optout_writeback marks the matching Salesforce lead | Outbound | Leads | Available |
| Follow-ups | sf_followup sends the next touch on a pushed list | Outbound | List emails | Available |
Tool names read from the SalesCrew MCP server, September 2026. Salesforce's own documentation is the authority on list email limits for your edition.
Setup
About half an hour in Salesforce Setup, then a test push.
- 1
Create an API user
In Salesforce Setup, add a dedicated user such as "SalesCrew API" with API access, then reset its security token. Salesforce emails the token to that user.
- 2
Add the identifier field
Create a Text field on Lead labelled Identifier, which becomes Identifier__c, and switch on bounce management under Email → Deliverability.
- 3
Verify your senders
Add each pool address as an Org-Wide Email Address and confirm the link Salesforce mails to it. SalesCrew follows the link for you when that mailbox is connected.
- 4
Connect the org in SalesCrew
Settings → Salesforce orgs → Add org. Enter the instance URL, the API user, its password and the token, then click Test.
- 5
Push a small list first
Send 20 leads, open the list view in Salesforce, and check the identifier column is filled before you push the full campaign.
Give the API user to nobody else
Questions
- Is this a two-way CRM sync with Salesforce?
- It's a send path. SalesCrew builds the audience and the campaign, pushes the list into your Salesforce org as leads, and sends through Salesforce list email. Bounces, send stats and opt-outs come back so the next campaign respects them.
- Which email address do the campaigns go out from?
- From addresses your org trusts: verified Org-Wide Email Addresses, one per sender in your pool. The Check senders button in SalesCrew shows which addresses each connected org can send from.
- What happens when someone unsubscribes?
- They land on the SalesCrew suppression list, and sf_optout_writeback writes the opt-out to the matching Salesforce lead. Suppression is checked again at send time, so a later list never reaches them.
- Can I connect more than one Salesforce org?
- Yes. Each org is its own row under Settings → Salesforce orgs with its own API user, senders and test button, which suits agencies sending on behalf of several clients.
- What does SalesCrew cost?
- Core is $299 a month, Outbound $699 and Agency $1,200, with unlimited seats on every tier. Salesforce sits in the Outreach module beside cadences and the data bank.
Keep Salesforce as the sender, run the campaign from SalesCrew
Audience, suppression and follow-ups in one place, with every send traced back by its identifier.