Connect Salesforce
1
Open Settings
Press
Cmd+,.2
Go to Integrations
Choose Integrations in the sidebar, then CRM, then Salesforce.
3
Authorize
Click Connect and sign in with the Salesforce org that owns your CRM data. Approve the access prompt.
4
Confirm
Slashy shows Connected once authorization completes.
Account context in the sidebar
Open any email and the contact sidebar shows the matching Salesforce records for that person, using the field labels from your org so the data reads the way your team already names it. You get the record at a glance without leaving the thread.
What the agent can do
Ask the agent (Cmd+Shift+L) about a record and it works directly against Salesforce:
The agent looks up both Contacts and Leads, so it finds the right record whether or not the person has been converted yet.
Write actions (updating records, adding notes) are blocked when Read Mode is on, so the agent can still read and draft without changing anything in your CRM. See Agent autonomy.
Log outbound emails with auto BCC
Slashy can log every outbound email to Salesforce by adding a hidden BCC to your CRM logging address.1
Open CRM settings
Settings, then CRM.
2
Find Email Logging
Scroll to the Email Logging section.
3
Toggle on
Flip the auto BCC toggle. Slashy adds your Salesforce logging address to every outbound message.
HubSpot integration
Log emails and enrich contacts with HubSpot.
Attio integration
Connect Attio CRM.
Contact sidebar
See who you are emailing at a glance.
Agent autonomy
Control what the agent can do on its own.