Does it write back to Salesforce?

The sidebar is read-only. Use outbound webhooks or actions to create cases or tasks in Salesforce if you need to.

Is the token stored securely?

Yes. App credentials are encrypted at rest with AES-256-GCM and only used server-side.

Which plans include apps?

Native apps are included on higher plans. Webhooks and the REST API are available with API access.

Integration

Threadbox with Salesforce

Support agents answer better when they know who they are talking to. The Salesforce app looks up the customer's email in Salesforce and shows the contact, account, owner and open opportunities in the thread sidebar, so nobody has to switch tabs to check whether this is a key account.

Pair it with rules to prioritise threads from strategic accounts, and with an action so the AI agent can answer questions that depend on account data.

UK/EU hosted
UK GDPR ready
Encrypted at rest and in transit
Companies House 00838986

Last updated 25 September 2026

Setup

1
Open Settings, then Apps in your Threadbox workspace
2
Choose Salesforce and enter your instance URL and an access token
3
Open any thread from a known email address to see the Salesforce card
4
Optionally add a get_account action so the AI agent can use CRM fields

What you get

Matching contact and account in the Threads sidebar
Account owner and open opportunities at a glance
One click through to the record in Salesforce
CRM-aware answers from the AI agent through actions
Escalations routed to the account owner's team with rules

Customer context in every thread

When a thread opens, Threadbox queries Salesforce for the contact by email and shows the account, title, owner and open opportunities. A link opens the record in Salesforce for anything more.

Prioritise the accounts that matter

Use contact and company fields in rules to raise priority, route to a named team or notify the account owner when a strategic customer writes in.

Try it on your own website

Paste your URL. We crawl it and hand you a working agent in minutes. Free plan, no card.

AI answers with CRM data

A custom action pointed at the Salesforce REST API lets the AI agent read plan, renewal date or entitlement fields and tailor its answer, while guardrails keep sensitive fields out of replies.

FAQ

Frequently asked questions

Any edition with REST API access, including Enterprise, Unlimited and Developer editions.

Keep exploring

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UK/EU hosted
UK GDPR ready
Encrypted at rest and in transit
Companies House 00838986