How to Connect AnyBiz with Salesforce

Click the gear icon in the upper-right corner of your AnyBiz dashboard.
Select Integrations from the settings menu to manage external app connections.

Find Salesforce in the list of integrations and click Connect.
Log in to Salesforce using your username and password.
Click Allow Access to grant AnyBiz permission to connect with your Salesforce account.

Switch to the Inbox tab to view all your communications.
Select a conversation from the inbox list to open its details and messages.
Click Push to Salesforce to create a new record for the conversation in your CRM.

Once a conversation is pushed, Salesforce will display all associated prospect information and conversation details that AnyBiz provides.

AnyBiz automatically sends the following fields when creating or updating a record in Salesforce:

Field Name	Description
`prospect_first_name`	Prospect’s first name
`prospect_last_name`	Prospect’s last name
`prospect_tittle`	Prospect’s job title (spelled as in system)
`company_name`	Prospect’s company name
`company_website`	Company website URL
`from_email`	Your sending email
`from_first_name`	Your first name
`from_last_name`	Your last name
`reply_subject`	Subject of the reply
`reply_text`	Content/body of the reply
`reply_category`	Category/classification of the reply

These values help Salesforce keep a clean, organized, and fully enriched lead/contact profile.

When a positive opportunity is detected in AnyBiz, it will be automatically pushed to Salesforce.
Your integration is now active and ready to streamline your communication and CRM data flow.

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This guide will walk you through how to connect your Salesforce account to AnyBiz.io, push conversations to your CRM, and understand which fields are synced.