Salesforce CRM Integration

• An active No2Bounce account: sign up free (includes 100 free verification credits)
• A valid Salesforce CRM account with access to Contacts, Leads, or Accounts modules
• No developer setup required: the integration uses OAuth and takes under 5 minutes

Log in to your No2Bounce account. In the left sidebar, click Email Validations, then select the CRM Integrations tab at the top of the page.

You will see three integration options: Salesforce, Zoho, and HubSpot. Click the Connect button on the Salesforce card to begin the authorization flow.

You will be redirected to Salesforce's secure authentication page. Enter your Salesforce email address or mobile number and click Next to proceed with your password.

Alternatively, use one of the social sign-in options: Google, Apple, Yahoo, Facebook, LinkedIn, X (Twitter), or Microsoft. If you don't have a Salesforce account, click Sign up now to create one for free.

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After signing in, Salesforce will display a permissions consent screen showing what No2Bounce is requesting access to. The permissions include:

• Group scope to perform CRUD operations on CRM metadata
• READ access to fetch data using CRM Object Query Language
• Perform CRUD operations on CRM modules (Contacts, Leads, Accounts)
• Group scope to update records in bulk

Check the "I allow No2Bounce to access the above data from my Salesforce account" checkbox, then click Accept. You will be automatically redirected back to No2Bounce.

No2Bounce only accesses your CRM data to read contacts and write validation results back. Your data is never shared with third parties.

Once authorization is complete, you are redirected back to No2Bounce's CRM Integrations page. The Salesforce card now shows a green CONNECTED badge in the top-right corner, and two new action buttons appear:

• Import List: opens the Salesforce Integration contact management view
• Disconnect: safely unlinks your Salesforce account at any time

Click Import List to proceed to the next step.

The Salesforce Integration page opens with module tabs at the top: Home, Leads, Contacts, and Accounts. Select the module containing the records you want to verify.

Under Choose Columns, click the dropdown to select which fields to import. At minimum, select the Email column. You may also add Last Name, Full Name, First Name, or any other relevant fields for context. Then click Load Data to preview your records.

The Email column must always be selected: it is required for the validation process to run correctly.

Your contacts load in a table showing all selected columns. Use the checkboxes to select individual records, or click the top checkbox to select all at once. You can also use the search or filter bar to narrow down specific contacts before selecting.

Once your selection is ready, click the Validate Now button in the upper-right corner to begin the email verification process.

Credit usage Credits are debited based on the number of email addresses processed. Each email consumes 1 credit. Catch-All verification, if enabled, also consumes 1 credit per email.

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After clicking Validate Now, you are redirected to the Validation Progress page. A circular progress indicator shows real-time completion percentage. Once complete (100%), results are displayed and automatically written back to your Salesforce CRM records.

The results summary breaks emails into three categories:

• Deliverable: valid, safe to send
• Risky: catch-all or uncertain
• Undeliverable: invalid, do not send

A Download Report option is available for 7 days after each run. The Validation History table below logs every past run, showing date, source, number of records, deliverable/risky/undeliverable counts, status, and a download link.

Results are automatically synced back to your Salesforce CRM. The Score Field and Validation Field you configured are updated on each contact record without any manual export needed.

After validation completes, the corresponding fields are written back to your Salesforce CRM contact records automatically. These fields are created on first validation, so you can use them right away to filter, segment, and build smart views inside Salesforce.

When the Catch-All option is enabled during validation, No2Bounce performs a deeper check on domains that accept all incoming mail, helping you identify higher-risk addresses that a standard check may mark as valid.

• Catch-all verification consumes +1 credit / email
• Results are tagged in the N2B_SubStatus field as catch_all
• You can choose to enable or disable catch-all per validation run