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Question

Front Salesforce Integration

  • March 21, 2025
  • 4 replies
  • 147 views

sanzuoni
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We are implementing Front and all very new to the system. Does anyone have additional information on the Salesforce integration? We currently use the Salesforce plugin as well as Calendly for meetings and want to ensure events and emails flow through correctly to Salesforce. Thanks! 

4 replies

Sadie
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  • Fronteer
  • March 24, 2025

Hi there! The Salesforce plugin allows you to create, view, and edit Salesforce records directly from Front, and trigger automated actions with rules in Salesforce. You can interact with standard Salesforce objects including Contacts, Leads, Accounts, Opportunities, Tasks, Activities, and Cases as well as custom objects linked to any of these standard objects. I’ve included a bit more info about Salesforce and Front here! https://help.front.com/en/categories/329-salesforce

If you have additional workflow questions, I recommend reaching out to our Support Team directly to assist!


sanzuoni
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  • Author
  • Conversationalist
  • March 25, 2025

Thank you! Do you happen to know if Events can be created from Front?


Sadie
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  • Fronteer
  • March 27, 2025

Thanks for your patience here! I asked our Product Team and they let me know the following:

 Front doesn’t currently support creating Salesforce Events directly from within Front’s UI or API. While you can view and sync some Salesforce data through the Front-Salesforce integration (like contacts, opportunities, or cases), creating native Salesforce Events—such as calendar invites, tasks, or activity logs—still needs to happen within Salesforce itself or through a custom integration built on top of both APIs.


Ruben-burdin
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  • Conversationalist
  • February 24, 2026

One thing to watch out for with the Salesforce plugin: email logging works well for one click logging conversations to records and opportunities, but the sync is mostly manual. Your agents need to remember to log each conversation, and if they forget you end up with gaps in your Salesforce activity history. Setting up a Front rule to auto log conversations based on tags or inbox can help, but it only covers the scenarios you've predefined.

For the Calendly side, Front and Calendly don't talk to each other directly in a way that would push meeting events into Salesforce. You'd need Calendly's own Salesforce integration to handle that piece separately. Just make sure the contact matching works between all three so you don't end up with duplicate records.

On the events limitation Sadie mentioned, if you need activity data flowing both ways between Front and Salesforce without manual logging, we ended up syncing that through Stacksync rather than relying on the native plugin alone. Keeps the contact and activity data consistent without agents having to think about it.