Salesforce

Your Salesforce, on every email.

OppBox reads your Salesforce org live and renders it where you actually work · the inbox. Open a thread and the opportunity is right there, stage, value, close date, next step and the signals that say healthy or slipping. No alt-tab to the CRM to remember what a deal is worth, and no copy of your pipeline rotting in someone else's database. Salesforce stays the system of record. OppBox just puts it where your hands already are.

Get early access See all integrations

What changes

The pipeline, where the work happens.

Every thread knows its deal
Opportunity · stage · value · next step

Each email is matched to its Salesforce opportunity and labelled with stage, amount, close date and owner · queried live, so what you see is what's in the org right now, not last night's sync.

Log without leaving
Writes back · on your action only

Send a reply and log it to the opportunity in the same motion. Edit a field from the deal card. The activity Salesforce usually never gets · because logging it meant a context-switch · finally lands, because it costs you nothing.

Signals on top
Ghosted · slipping · overdue

OppBox computes deal health from mail, CRM and calls · which opportunity has gone quiet, which close date keeps slipping, which promise is overdue · and surfaces it against the thread, where you can act on it.

Connecting

A minute to connect. One click to leave.

Sign in with Google

Use your existing Google account through WorkOS. No new password, no separate OppBox login to remember.

Connect Salesforce

Authorise OppBox against your own Salesforce user with standard OAuth. You grant exactly what your profile already permits · OppBox never sees more of the org than you do.

Your pipeline fuses in

Opportunities, accounts, contacts and stage history snap onto your inbox. That's the setup · your email is now deal-aware, both directions.

Access & trust

Straight to your org. No middleman.

OppBox talks to Salesforce through its own official REST and Bulk APIs · no third-party sync service sits between OppBox and your data. Each user connects with their own OAuth, scoped to exactly what their Salesforce profile already allows, so OppBox can never see more of the org than the person using it.

Refresh tokens are stored encrypted under a managed key. Writes happen only on an explicit rep action, never in the background. Disconnect in one click, from OppBox or from Salesforce, and the access is gone.

// the access contract, in plain terms
api      Salesforce's own REST + Bulk · direct
auth     per-user OAuth · Web Server Flow
scope    exactly what your SF profile allows
tokens   encrypted under a managed key
writes   on an explicit rep action · never auto
revoke   one click · OppBox or Salesforce

// Salesforce stays the system of record
01

Salesforce stays the source of truth

OppBox doesn't replicate your pipeline into another database. It reads the org live and keeps only lightweight indices for speed · so there's no second copy to drift, no shadow CRM, nothing to reconcile. Your reports and automations run on the same data they always did.

02

Nothing writes without you

Every change OppBox makes to Salesforce is one a rep chose · a logged email, a field you edited, a contact you approved. There is no autonomous write path and no background sync quietly mutating records. The org changes when you decide it should.

03

HubSpot is the same interface

The CRM is a pluggable source inside OppBox, with Salesforce live today and HubSpot on the bench · same deal graph, same signals, same views behind it. One CRM per workspace, and your inbox works identically whichever one sits behind it. See the roadmap.

Questions

Asked, answered.

Does OppBox replace Salesforce?
No. Salesforce stays your system of record. OppBox reads your org live and renders each opportunity next to the email it belongs to; your admins, reports and automations carry on untouched. OppBox is where reps work the pipeline, not where the pipeline lives.
Does OppBox copy my Salesforce data into another database?
No. OppBox queries Salesforce live and keeps only lightweight lookup indices for speed · never a replica of your opportunities, accounts or contacts. The CRM stays the single source of truth, so there's no second copy to drift or leak.
What can OppBox write back, and when?
Only on an explicit rep action · logging an email or call against the opportunity when you send, or saving a field you edited. Nothing is written in the background, and nothing changes without you initiating it.
How does OppBox connect to Salesforce?
Through Salesforce's own official REST and Bulk APIs, with per-user OAuth · no middleman service sits between OppBox and your org. Each user connects their own access, tokens are stored encrypted, and you can disconnect in one click. See our security page.
What if my team uses HubSpot?
The CRM is a pluggable source, not a hard-coding. HubSpot is on the roadmap behind the same deal graph and views, with one CRM per workspace · the inbox experience is identical whichever CRM sits behind it.
OppBox

Stop alt-tabbing to Salesforce.

Connect your org and every email carries its opportunity, stage, value and next step · read live, logged back only when you ask.

Get early access What is an Opportunity Inbox?

OppBox · the email client that knows your pipeline.