Integrating with your Salesforce unlocks seamless automation: whenever an account or contact is created or updated in your CRM, it can be automatically sent to your Sailebot for action, while supporting exclusions.
⚠️ Note: Custom field configuration and setup will require admin access and may require admin assistance to create the fields before establishing the integration within Starboard.
How to Enable
Navigate to “Integrations” in Starboard
Click your integration
Turn on “Enable 2-way Synchronization”
Choose whether to sync all historical accounts and leads or only those updated from this point onward
⚠️ Ensure to update the Allow to Contact field prior to enabling the synchronization. This will allow the Sailebot to know what information is shared so that it can add to your campaign and contact.
Salesforce 2-way Integration Features
Enforce Do Not Contact Preferences Automatically
The Salesforce 2-way sync ensures your Sailebot stays compliant and efficient by respecting communication preferences directly from Salesforce. Whether at the account or lead/contact level, Sailebot automatically excludes anyone marked as Do Not Contact or opted out, saving time while maintaining trust and precision in outreach.
When an account has Bot Contact set to
Do not contactin Salesforce, your Sailebot will not send emails to leads associated with that account.When a lead/contact has Bot Contact set to
Do not contact, or Email Opt Out set totrue, your Sailebot will not send emails to that lead/contact.If Bot Contact is set to anything else or is not set, the Sailebot may send emails to those leads/contacts.
Create Custom Sailebot Contact Preferences to receive accounts, contacts, and leads.
Easily manage Sailebot email permissions with the custom "Allow Sailebot to Contact" field in Salesforce. By adding this picklist to Accounts, Contacts, and Leads, you can define precise outreach preferences—ensuring your Sailebot only contacts those marked as Ok to contact while respecting Do Not Contact settings. When you sync your CRM with your Sailebot, data flows exclusively from your CRM to your specific campaigns. Data is not collected or used for any other purpose.
In Salesforce setup, use Object Manager and add the following custom field to:
Account
Contact
Lead
Field Type: Picklist
Field Label: Allow Sailebot to contact
Field Name: Allow_Sailebot_to_contact (must be exact)
Field Values (must be exact):
Ok to contactDo not contact
Step 1: Access Setup within Settings
Step 2: Within the Platform Tools Menu, expand Objects & Fields. Select the Object Manager option.
Step 3: Create Custom Object
Provide the details needed to ensure it is easy to decipher this object against the other objects leveraged in your instance. Save once the information has been completed.
Once created, it will appear on the Object Manager list:
Step 4: Create pick list for the custom field
Select the object to be edited, in this case, Allow Sailebot to Contact. By doing so, the details will appear which will allow you to add in the selections for this field.
Send AiQLs directly to your Salesforce
When an account or contact is created or updated in your CRM, it can be automatically sent to your Sailebot for action.
Fields synced from an AiQL
Account (Company)
Name
Website
Address (billing)
Line 1
City State/Region
Postal Code
Country
Industry
Employee count
Lead/Contact
Name
Company (with a link to account)
Company Name
Telephone(s)
Email (s)
Source
Status'
⚠️ Note: This connection will be done by the individual Sailer using their Salesforce credentials. The Standard access to Salesforce is all that is needed.
Other resources
See more advice and answers from the Sailes Support team in our Knowledge Center↗
