OAuth connect from Settings → Integrations; contacts sync between Salesforce and Boxli.
Salesforce connects the same way every CRM does in Boxli: Settings → Integrations, find the Salesforce card, click Connect. Salesforce opens its own OAuth screen — sign in, approve, and you are returned to Boxli with the connection live. Only owners and admins can connect.
Once connected, contacts sync between the two systems, so the people you sell to in Salesforce are available to send to in Boxli without exports, and engagement activity is logged back against the record. That keeps one source of truth: your CRM stays the system of record for who your contacts are, and Boxli adds what it uniquely knows — who actually opened, watched, and scanned.
A practical note on send-readiness: CRM contacts often carry an email and phone number but no street address, and a send needs a deliverable address. After the first sync, expect to fill some address gaps — Find Addresses can enrich contacts that arrive without one.
To disconnect, use the same card. Disconnecting stops the sync; it does not delete contacts already in Boxli.
Every guide here lives in the in-app Help Center too — open Help in the sidebar.
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