Log your DM conversations in Salesforce
Sync the conversations you choose to Salesforce as completed Tasks, with the full chat history in a long-text field. Choose whether people sync as Contacts or Leads.
What lands in Salesforce
| What | Where in Salesforce |
|---|---|
| Each message | One completed Task |
| Chat history | Juncts_Chat_History__c (Long Text Area) |
| Profile URL | Juncts_Profile_URL__c, or your own LinkedIn URL field |
| Labels, note, link | Juncts_Labels__c, Juncts_Note__c, Juncts_URL__c |
| Profile and activity | Juncts_Headline__c, Juncts_Location__c, Juncts_Latest_Message__c, Juncts_Latest_Message_At__c, Juncts_Connected_At__c, Juncts_Connected_By__c, Juncts_Synced_By__c; FirstName, LastName |
Set up
- Create the
Juncts_*__cfields on Contact or Lead. An admin must do this: the Salesforce API cannot create them. The Juncts connection test lists which fields are missing. - In Juncts open Settings > Integrations, choose Salesforce (Pro), tick the Sandbox toggle if needed, and sign in. The sign-in uses OAuth with PKCE and the
apiandrefresh_tokenscopes; an admin sets up the Connected App first. - Choose Contacts or Leads, pick a sync mode and map the fields. Point the profile URL at your own field if you have one.
How syncing works in Juncts
- You choose what syncs. Per destination, pick a sync mode: Auto-sync labeled (only chats with a label sync), Auto-sync all, or Manual only. A chat you mark Private never syncs, whatever the mode. Group chats are skipped unless you turn them on.
- A chat is matched to a contact by profile URL. If no contact matches, Juncts creates one unless you turn off "Create contacts if not found". With that off, an unmatched contact is not created and nothing is updated.
- Messages and fields are separate switches. "Sync messages" can be turned off so only contact fields sync.
- Sync is incremental. Juncts remembers what it delivered per conversation, so a retry or a lost browser cache does not create duplicates.
- Where the data goes. Your browser builds the conversation, and the Juncts server passes it on to your CRM with the credentials you connected. See the privacy policy for details.
Limits to know
- CRM sync is a Pro feature ($19.99/month), with unlimited destinations. Starter ($7.99/month, 14-day free trial, no card required) does not include CRM sync.
- Because an admin must create the fields, allow time for that before the first sync.
- Matching is by profile URL, with no merging across apps.
Try Juncts free
Starter is $7.99/month, 14-day free trial, no card required. Pro is $19.99/month: up to five connected inboxes, unlimited AI agent actions, in-app AI summaries and drafts, saved inboxes, split views, export, CRM sync.
Try Juncts freeWritten by the team that makes Juncts. Juncts is independent. It is not affiliated with, sponsored by or endorsed by Salesforce, Inc. Product names are trademarks of their owners, used here only to say what Juncts works with.