Front for Salesforce

Front is the customer operations platform built for B2B complexity. The Front for Salesforce integration connects your CRM data with the place your team actually works, so agents and account managers always have the context they need to act fast and accurately. - View & Edit Records In-Context: Access Contacts, Leads, Accounts, Opportunities, Tasks, Notes, Cases, and custom objects directly in Front — auto-matched to the conversation open in your inbox. - Log Conversations to Salesforce: Log full email threads or individual messages to any Salesforce record in one click. Auto-detection identifies known contacts and pre-selects them for faster logging. - Sync Data On Demand: Manually refresh Salesforce records from Front to always work with the latest CRM data — no tab switching required. - Automate Salesforce Actions with Rules: Use Front's rules engine to trigger Salesforce actions automatically: create leads, send tasks, or log emails based on any message criteria — no code required. - Salesforce Contacts & Accounts Sync: Sync Salesforce contact and account data into Front to power rules, analytics, and search across your customer operations.