Salesforce

Salesforce

Enterprise CRM platform for managing accounts, contacts, leads, opportunities, and custom objects.

OAuth70 tools15 triggers
Connect Salesforce

Three ways to use Salesforce

Ask your specialist

Pull data, take actions, or answer questions with this integration, right 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.

Tool

Add Contact To Campaign

Add a contact as a member of a campaign.

Tool

Add Lead To Campaign

Add a lead as a member of a campaign.

Tool

Add Note to Account

Add a note to an account record.

Tool

Add Note to Contact

Add a note to a contact record.

Tool

Add Note to Lead

Add a note to a lead record.

Tool

Supported triggers

Start a workflow when something happens in Salesforce.

New Lead in Salesforce

Triggers when a new Lead is created in Salesforce.

Trigger

Lead Created or Updated in Salesforce

Triggers when a Lead is created or any of its fields change.

Trigger

New Contact in Salesforce

Triggers when a new Contact is created in Salesforce.

Trigger

Contact Created or Updated in Salesforce

Triggers when a Contact is created or any of its fields change.

Trigger

New Account in Salesforce

Triggers when a new Account is created in Salesforce.

Trigger

Account Created or Updated in Salesforce

Triggers when an Account is created or any of its fields change.

Trigger

Get started automating Salesforce

01Connect your accountLink your account securely with OAuth or an API key.
02Choose a trigger or toolPick the events and actions your workflow should use.
03Configure the workflowDescribe what you want and your specialist wires it up for you.
04Refine the processTest runs, review output, and tweak until it's right.
05Turn it onSet it live and it runs on a schedule or on events.

Specialist templates

Specialists that work with Salesforce

Browse all templates

Your Salesforce workflows, on autopilot.

Connect Salesforce and let AI agents handle the busywork.

Connect Salesforce

Create an account to connect your tools.

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