Overview Extend Team Inbox functionality by integrating with CRM systems, help desks, analytics tools, and custom applications.
Integrations sync data bidirectionally, automate workflows, and centralize customer information.
Available Integrations
CRM Systems Salesforce, HubSpot, Pipedrive
Help Desk Zendesk, Freshdesk, Intercom
Communication Slack, Microsoft Teams, Discord
E-commerce Shopify, WooCommerce, Magento
Analytics Google Analytics, Mixpanel, Segment
Automation Zapier, Make, n8n
Salesforce Integration
Connect Salesforce
Navigate to Settings → Integrations → Salesforce Click Connect Salesforce Authorize Team Inbox to access your Salesforce data
Configure Sync
Salesforce Sync Settings ━━━━━━━━━━━━━━━━━━━━━━━━ Sync Direction: ⦿ Two-way (recommended) ○ Team Inbox → Salesforce only ○ Salesforce → Team Inbox only Sync Frequency: [Real-time ▾] (webhooks) Object Mapping: • Contacts → Leads/Contacts • Conversations → Cases • Messages → Case Comments
Field Mapping
Map fields between systems: Team Inbox Salesforce Sync Contact Name Lead/Contact Name ✓ Phone Mobile Phone ✓ Email Email ✓ Tags Contact Tags ✓ Conversation Status Case Status ✓
Slack Integration Real-time notifications in Slack:
Slack Notifications ━━━━━━━━━━━━━━━━━━━━━━━━ Workspace: acme-company.slack.com ✓ Connected Notification Channels: #support-alerts → New conversations #vip-customers → VIP customer messages @sarah → Personal assignments Message Format: ⦿ Rich (with buttons) ○ Simple text ○ Custom template Actions from Slack: ☑ Assign conversation ☑ Reply to customer ☑ Close conversation ☑ Add internal note Zapier Integration Automate workflows with 5000+ apps:
New Contact → Google Sheets Trigger: New contact in Team Inbox Action: Add row to Google Sheet Use case: Track all customers in spreadsheet High Priority → Slack Trigger: Conversation tagged "urgent" Action: Send Slack DM to manager Use case: Escalate urgent issues immediately Resolved → Email Trigger: Conversation closed Action: Send summary email Use case: Daily resolution digest Custom API Integration Build custom integrations using our REST API:
// Example: Create contact from external system const response = await fetch ( 'https://your-inbox.com/api/v1/contacts' , { method: 'POST' , headers: { 'Authorization' : `Bearer ${ apiKey } ` , 'Content-Type' : 'application/json' }, body: JSON . stringify ({ phone: '+1234567890' , name: 'John Smith' , email: 'john@example.com' , tags: [ 'customer' , 'premium' ], customFields: { accountType: 'enterprise' , customerSince: '2024-01-15' } }) }); View Full API Documentation Webhooks Receive real-time events from Team Inbox:
Create Webhook
Settings → Integrations → Webhooks → Add Webhook Endpoint URL: [https://your-app.com/webhook] Secret: [auto-generated] Events: ☑ conversation.created ☑ conversation.assigned ☑ message.received ☑ message.sent ☑ contact.updated ☐ tag.applied
Handle Events
// Your webhook endpoint app . post ( '/webhook' , ( req , res ) => { const event = req . body ; switch ( event . type ) { case 'message.received' : // Customer sent message handleNewMessage ( event . data ); break ; case 'conversation.assigned' : // Conversation assigned to agent notifyAgent ( event . data ); break ; } res . status ( 200 ). send ( 'OK' ); });
Verify Signature
const crypto = require ( 'crypto' ); function verifyWebhook ( payload , signature , secret ) { const hmac = crypto . createHmac ( 'sha256' , secret ); const digest = hmac . update ( payload ). digest ( 'hex' ); return digest === signature ; } E-commerce Integrations Shopify Shopify Integration ━━━━━━━━━━━━━━━━━━━━━━━━ Store: acme-store.myshopify.com ✓ Features: ☑ Show customer order history in conversation ☑ Create support tickets from WhatsApp ☑ Send order updates via WhatsApp ☑ Abandoned cart recovery messages Order Tracking: Customer asks: "Where's my order?" → Auto-fetch from Shopify → Reply with tracking link Best Practices
Test First Test integrations in staging before production
Monitor Health Check integration status regularly
Error Handling Configure error notifications
Data Privacy Only sync necessary customer data
Next Steps 
