Salesforce Integration for Contact Context Without Switching Apps

View and edit Salesforce contact fields directly in respond.io, with automatic contact creation — so agents always have the full picture during chats and calls.

Salesforce capabilities on respond.io

• View Salesforce contact fields — email, phone, lead source and more — directly in the Inbox and Contacts modules, no tab-switching.
• Choose exactly which Salesforce fields show in respond.io, and edit them without leaving a conversation.
• New contacts are created automatically when a Salesforce match is found, keeping both systems in sync.

FAQs about Salesforce integration

Which respond.io plan includes the Salesforce integration?

Advanced and above. On Growth, you can still connect Salesforce through Zapier or Make, which can create or update contacts in either system.

Can the Salesforce integration trigger automated messages?

Not natively. The native integration shows and edits Salesforce contact fields and creates respond.io contacts from new Salesforce contacts, but those don’t trigger Workflows. To send a message when a Salesforce record changes, connect through Zapier, Make or webhooks.

Why aren’t Salesforce fields showing for a contact?

The contact’s email or phone number must match exactly in both systems. Even a stray space or special character prevents the match. Edits made in Salesforce can also take about a minute to appear because of caching.