Partner spotlight: Master Inbox
Master Inbox is a unified inbox that combines social and email conversations for sales teams. See how it connects to OutboundSync in beta.
Jason Ma
Masterinbox → Salesforce
Masterinbox + Salesforce integration
One connection covers every inbox your team runs through Master Inbox. OutboundSync logs its messages, labels, and list changes on the Salesforce Lead or Contact.
BetaOne-way syncEmail and social
Masterinbox + Salesforce at a glance
Master Inbox connects to Salesforce through OutboundSync. Outgoing and incoming messages from the email and social inboxes connected to Master Inbox, along with label changes and prospect list changes, are logged as Tasks on the matching Lead or Contact. The OutboundSync team sets up the Master Inbox source with you during onboarding.
| Status | Beta (Masterinbox setup is guided by the OutboundSync team) |
|---|---|
| Channels | Email and social |
| Direction | One-way, Masterinbox → Salesforce |
| Salesforce records | Leads, or Contacts and Accounts |
| Block lists | Not available for this pairing |
| Masterinbox plan | Needs webhook access |
| Setup | Self-serve: create an External Client App, then connect it in OutboundSync; Masterinbox source set up with our team |
Teams using Master Inbox usually run several senders and channels, which multiplies the work of getting activity into Salesforce. OutboundSync collapses it into one source: every message Master Inbox relays becomes a Task on the Lead or Contact, labeled by event type through the Task subject template.
Labels carry the qualification decision your team makes in Master Inbox. Logged as Tasks, they are easy to report on and can trigger a Salesforce Flow, so a conversation labeled interested gets an owner in Salesforce without someone re-entering it.
What syncs from Masterinbox to Salesforce
Every event below arrives in near-real time and lands on the matched Salesforce record. Pick the ones you want per source.
| Event | Channel | Where it lands in Salesforce |
|---|---|---|
| Message sent— Outgoing messages from connected accounts, logged as email sends | Task or EmailMessage on the Lead or Contact | |
| Email received— Incoming messages on connected email accounts | Task or EmailMessage on the Lead or Contact | |
| Social message received— Incoming messages on connected social accounts | Social | Task on the Lead or Contact |
| Label changed | Task plus optional OutboundSync fields on the Lead or Contact | |
| Prospect list changed | Task plus optional OutboundSync fields on the Lead or Contact |
Event names come from the Masterinbox webhooks OutboundSync receives. See the Masterinbox event reference.
What teams do with Masterinbox + Salesforce
One source, many inboxes
Log conversations from every Master Inbox account in Salesforce through a single connection.
Flow on qualification
Fire a Salesforce Flow when a Master Inbox label marks a conversation interested.
Report by label
Group label-change Tasks to see how many replies your team qualifies each week.
Ways to connect Masterinbox and Salesforce
The options teams weigh before they commit a production sync.
| Option | What it does | Trade-off |
|---|---|---|
| Zapier, Make, or n8nCompare integration platforms | Catch Masterinbox webhooks and write each event to Salesforce with a workflow you build. | Every event type, retry, and field change is a workflow you maintain, billed per task or step. |
| Custom buildBuild vs buy | Write your own service against the Masterinbox and Salesforce APIs. | You own matching, deduplication, API limits, and every upstream schema change. |
| OutboundSync | Pre-built email and social activity sync into Salesforce Leads and Contacts. | Self-serve setup, searchable event logs, and support from the team that maintains the connector. |
How to set up Masterinbox + Salesforce
Step 1: Connect Salesforce
A Salesforce admin creates an External Client App, then connects it in OutboundSync and picks Task or EmailMessage logging.
Step 2: Connect Masterinbox
The OutboundSync team creates your Masterinbox source with you and points Masterinbox's webhooks at it.
Step 3: Choose events and fields
Pick which Masterinbox events to log, whether they write Tasks or EmailMessage records, and which OutboundSync fields to fill.
Step 4: Send a test event
Trigger one Masterinbox event and confirm it on a real Lead or Contact.
Step 5: Go live
Turn on the source and start building Salesforce reports, dashboards, and Flows on real Masterinbox data.
Plan requirements
Masterinbox plan
Needs webhook access
OutboundSync receives Masterinbox activity through webhooks. Confirm your Masterinbox plan includes webhook access, or ask us to check during setup.
Salesforce
OutboundSync works across Salesforce editions. The difference is API capacity: plan for roughly 6 API calls per sent email once replies and status events are counted.
Which Salesforce edition you need
| Edition | Fit | What to know |
|---|---|---|
| Professional | Limited support - API limits may restrict ongoing sync. |
|
| EnterpriseMost common | Recommended - Best balance of capability, API capacity, and cost. |
|
| Unlimited | Ideal - Best for scale and high activity volume. |
|
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HologramMasterinbox + Salesforce FAQ
What Masterinbox activity does OutboundSync sync to Salesforce?
Message sent, email received, social message received, label changed, and prospect list changed.Which Salesforce records does it write to?
OutboundSync matches or creates Salesforce Leads and Contacts. Masterinbox events land as task or EmailMessage on the Lead or Contact; or task on the Lead or Contact; or task plus optional OutboundSync fields on the Lead or Contact. See the Salesforce data model docs for details.Does Master Inbox activity write back from Salesforce?
No. The sync is one-way: Master Inbox activity flows into Salesforce, and nothing is written back to Master Inbox.Is the integration one-way or two-way?
One-way. Activity flows from Masterinbox into Salesforce, and nothing is written back to Masterinbox.Do I need admin access to set it up?
A Salesforce System Administrator creates the External Client App and authorizes OAuth.Which Masterinbox plan do I need?
OutboundSync receives Masterinbox activity through webhooks. Confirm your Masterinbox plan includes webhook access, or ask us to check during setup.How is Masterinbox + Salesforce priced?
OutboundSync bills on sent messages per month. Replies, opens, clicks, and lead-category updates are not billed. Plan details are on the pricing page.Can I do this with Zapier, Make, or n8n?
Yes, for lightweight automation. Zapier, Make, and n8n are good for prototypes and simple routing, but they need ongoing maintenance and bill by task or step. OutboundSync is pre-built for outbound CRM sync, keeps searchable event logs beyond 30 days, and prices by outbound volume.What breaks first when this scales?
Data quality and reliability break first: duplicate events, retries, out-of-order webhooks, and bursts during big sends. OutboundSync handles idempotency, timing buffers, and queue recovery, and flags suspicious or mismapped payloads instead of writing them.
Masterinbox resources
Tutorials, case studies, and updates related to Masterinbox.
See Masterinbox activity in Salesforce
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