Salesforce
Email to Salesforce,
the easy way
ForwardThis is the simple tool that connects your email to Salesforce. Forward any email along with some simple instructions, and it’s handled. Nothing to download, nothing to set up. Works with dozens of your other apps too.
Setup in 30 seconds.
How it works
Connect Salesforce
Create a free account and connect Salesforce. It takes about 30 seconds, and you only do it once.
Forward an email
Forward any email to your ForwardThis address along with your instructions. One email can ask for several things at once.
Done.
ForwardThis replies when it's done, with a short summary and links to what it made - and an undo button if something doesn't look right.
Just forward it
to do@forwardthis.io
Fwd: Quote request - Harlow Group, 40 licences
Add Charlotte as a contact and open an opportunity for Harlow Group, 40 licences at £18,000, closing 30 September.
---------- Forwarded message ----------
Hi - we're looking at 40 licences for the team from October. Could you send a quote across this week? Budget sign-off is end of September.
Added contact Charlotte Reid
charlotte.reid@harlowgroup.co.uk · Harlow Group
Opened opportunity Harlow Group - 40 licences
£18,000 · closing 30 Sep
Undo available for 24 hours if something does not look right.
Some other examples
- “Log this as a note on Charlotte's contact record.”
- “Raise a case for this complaint and give it to Dan.”
- “Add a task to chase the Harlow quote on Friday.”
Everything ForwardThis can do in Salesforce
Create contact
Add a contact
Update contact
Update a contact's details
Look up a contact
Look up a contact
Add note
Log a note, a Chatter post or a case comment
Send message
Post a case comment the customer can see
Add CRM record
Add a lead, opportunity, case or account
Update CRM record
Update a lead, opportunity, case or account
Delete record
Delete a lead, opportunity, case or account
Read a record
Read one record in full
Look up records
Look up opportunities, leads, cases or accounts
Search messages
Read the emails logged on a case, record or contact
Read a report
Read a report or a list view
Create task
Add a task
Update task
Update or complete a task
Look up tasks
Look up your tasks
Create calendar event
Add a calendar event
Reschedule or edit event
Reschedule or edit a calendar event
Cancel event
Cancel a calendar event
Look up calendar
Look up calendar events
Attach file
Attach a file to a record
Link records
Link a contact, opportunity or case to another record
Convert record
Convert a lead
Try it with a real email.
Forward any work email to the address below and see what ForwardThis can do. No signup required.
Occasional product emails may follow.
Why you need ForwardThis
Email is messy, every message asking for something different. It means constantly leaving your inbox and juggling tabs. ForwardThis skips all of that: forward an email along with some simple instructions, and it’s handled. Compatible with every email provider, and it works across the apps you’re already using.
Questions
- How do I send an email to Salesforce?
- Forward the email to your ForwardThis address with a line saying what it is, like "add this as a lead for Harlow Group". ForwardThis creates the record, fills in the details it can read from the email, and replies to confirm with a link. The first time, you'll need a free account with Salesforce connected, which takes about 30 seconds - that's the entire Salesforce email integration.
- Can I forward an email to Salesforce as a lead, a case or an opportunity?
- Yes. Say which one in your instruction and ForwardThis creates it: a lead, an opportunity with an amount and a close date, a case, or an account. It can hang the email's own details off the record too, as a note, a Chatter post or an attached file.
- Will it create a duplicate contact if the person is already in Salesforce?
- No. The email address is the identity, so if a contact with that address already exists, ForwardThis updates their details instead of adding a second record. The confirmation tells you which of the two happened.
- What if it files something on the wrong record?
- The confirmation email includes an undo that works for 24 hours, and deleted records go to the Salesforce recycle bin, so nothing vanishes. You can also just reply and say where it should have gone. Anything a customer would see, like a public case comment, is shown to you for a quick OK before it posts.
- How is this different from Email-to-Case or Salesforce's own email logging?
- Email-to-Case turns every message sent to one address into a case, and activity capture quietly logs email against contacts. If all you want is a copy of the email on the record, use those. ForwardThis is for the emails that need something done: you write one line, and it creates the opportunity, the task and the contact, in Salesforce and in your other apps.