Salesforce
Enterprise CRM platform for managing accounts, contacts, leads, opportunities, and custom objects.
Three ways to use Salesforce
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Salesforce.
Add Case Comment
Add a comment to a case record.
Add Contact To Campaign
Add a contact as a member of a campaign.
Add Lead To Campaign
Add a lead as a member of a campaign.
Add Note to Account
Add a note to an account record.
Add Note to Contact
Add a note to a contact record.
Add Note to Lead
Add a note to a lead record.
Supported triggers
Start a workflow when something happens in Salesforce.
New Lead in Salesforce
Triggers when a new Lead is created in Salesforce.
Lead Created or Updated in Salesforce
Triggers when a Lead is created or any of its fields change.
New Contact in Salesforce
Triggers when a new Contact is created in Salesforce.
Contact Created or Updated in Salesforce
Triggers when a Contact is created or any of its fields change.
New Account in Salesforce
Triggers when a new Account is created in Salesforce.
Account Created or Updated in Salesforce
Triggers when an Account is created or any of its fields change.
Get started automating Salesforce
Ready-to-use workflows
Prompts using Salesforce
Nominate closed-won customers for case studies every morning
Every weekday at 8am ET, spot brand-new customers with no story on file yet and post case-study candidates to your customer marketing channel.
Weekly Nooks stalled sequence pruning list in Slack
Every Friday afternoon, an agent scores stalled Nooks enrollments against Salesforce activity and posts a per-rep cleanup list to Slack.
Weekly Coresignal champion job change tracker for Salesforce
Every Monday at 7am ET, catch the champions who quietly switched jobs, update their Salesforce record, file a re-engagement task, and post one clean Slack recap.
Turn Warmly site visitors into Salesforce leads and an Apollo sequence
Every four hours, an agent finds newly identified people on your site, files them as Salesforce leads, and enrolls the in-ICP ones in your warm-visitor sequence in Apollo.
Daily Salesforce opportunity activity sync from Factors.ai
Every weekday at 6am, pull yesterday's account activity from Factors.ai and stamp it as a note on each open Salesforce opportunity's account.
Flag churn and expansion signals from Google Meet calls in Salesforce
Every weekday at 8am, scan yesterday's customer calls for risk and growth signals, log a Salesforce task on the account, and ping the right CSM in Slack.
Daily Salesforce pipeline funding alerts from Crunchbase
Every weekday at 8am, catch fresh funding rounds at your Salesforce customers and open opportunities, update the account, and ping the owner in Slack with a ready next move.
Weekly funding alerts from TechCrunch and Crunchbase to Salesforce
Every Monday at 8am ET, pull last week's funding news from TechCrunch and Crunchbase, filter to your ICP, and add new accounts to Salesforce with a Slack digest.
