CRM handoff, tracking and follow-ups

CRM handoff

Connect a CRM on Integrations → CRM. HubSpot uses a private app token (contacts read and write), Pipedrive your personal API token, and Salesforce signs in through your server’s connected app. Tokens are checked when you save them and stored encrypted.

• With automatic handoff on, a reply tagged Interested or Meeting request goes to every connected CRM once, with the reply attached as a note.
• Any conversation can be sent by hand with Send to CRM in the inbox.

Open and click tracking

Tracking is off by default because plain-text emails without tracking land in the inbox more often. Turn it on per campaign. Links are rewritten to your workspace’s tracking domain (set it in Settings, pointing a CNAME at Inboxed), and opens are counted with a small image. Apple Mail and some security scanners load images automatically, so treat open counts as a rough signal; replies are the number that matters.

AI follow-ups

When a lead replies with something like “try me in Q2”, Inboxed drafts a follow-up for that date that refers to what they said. It waits for approval in the conversation and sends from the same mailbox, threaded, on that date. Reject it to cancel.