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
A website visitor queue that remembers what you hide
Your SDRs open one screen each morning, work the companies that visited your site, and hide the irrelevant ones for good.
Pipeline review board for deals where the buyer went quiet
Open one board before every pipeline review to see which open deals have had no buyer activity in weeks, sorted quietest first.
Give every rep a Clay prospecting desk without a Clay seat
Each rep opens one screen, works only their own territory from your enriched Clay lists, and claims records straight into Salesforce.
One review board for every household in your book of business
Open one screen to see every household you cover with portfolio value, performance and last client contact, then schedule outreach without switching tools.
Monthly Salesforce contact refresh on open pipeline with Clay
On the first Monday of each month, refresh the contacts on your open deals with Clay, fill the gaps in Salesforce, and flag the buyers who have quietly moved on.
Push Databricks churn risk scores into Salesforce every morning
Every weekday we write your lakehouse account health scores onto Salesforce records and alert customer success only when an account newly turns at risk.
Daily Salesloft meeting prep briefs in your inbox at 7am
Every weekday at 7am, get one email with a one-page brief for each meeting booked in Salesloft that day, plus a short version saved onto every contact.
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.
