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
Sync new Chargebee subscriptions into Salesforce CRM
The moment someone subscribes in Chargebee, their contact and matching deal appear in Salesforce with live billing details for sales and customer success.
Log Aircall tags to Salesforce and draft the follow-up email in Gmail
When a rep tags an Aircall call demo-booked, follow-up, or not-interested, log the call in Salesforce and drop a ready-to-send follow-up into their Gmail Drafts.
Stand up Addepar households from every closed-won Salesforce deal
Every hour, spin up the matching Addepar household the moment a Salesforce opportunity closes so ops isn't stuck creating client records by hand.
Turn Amplitude power users into Salesforce expansion opportunities
Every Monday, pull your Amplitude power-user cohort, stamp engagement tiers on their Salesforce contacts, and hand sales a top-10 expansion briefing in Slack.
Sync Adobe Sign agreement status into Salesforce opportunities
Every time an Adobe Sign agreement moves stage (sent, signed, cancelled, expired), the matching Salesforce opportunity flips, gets a note, and the owner is pinged in Slack.
Monthly Addepar client letter drafts for advisor review
On the first business day of every month, draft a personalized performance letter for each top-tier household and queue an advisor review task in Salesforce.
Turn CompanyCam service tags into Salesforce cases and Slack alerts
Whenever the field crew tags a jobsite photo with a service alert, open a Salesforce case and ping the service team in Slack.
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.
