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
Daily Salesforce lead hygiene with RocketReach enrichment
Every morning at 5am, find Salesforce leads missing email, phone, or title, fill in the gaps from RocketReach, and mark each row enriched so it never gets touched twice.
Log every Gong call to Salesforce and draft the rep's follow-up email
After each Gong call, an agent files a structured note on the Salesforce opportunity, creates tasks for every committed next step, and drafts the rep's follow-up email in Gmail.
Log Granola sales calls to Salesforce opportunities and tasks
When a new Granola note lands, an agent finds the matching Salesforce opportunity, attaches a clean recap, and files a follow-up task for every next step.
Turn new Cal.com bookings into enriched Salesforce leads with a Slack brief
When someone books on Cal.com, enrich them with Apollo, upsert a Salesforce lead with full firmographics, file a prep task on the rep, and DM the brief to Slack.
Weekly Salesforce pipeline snapshot to Google Sheets and Gmail
Every Monday at 8am ET, pull the next 90 days of open Salesforce pipeline, log a snapshot to Google Sheets, and email a clean summary to sales leadership.
Daily stalled Salesforce deals nudge in Slack
Every morning, find Salesforce opportunities that have gone quiet, research the account's latest news, and DM each rep a Slack nudge with a suggested next step.
Close Won in Salesforce when a Docusign contract is signed
When a contract is signed in Docusign, mark the Salesforce opportunity Closed Won, kick off implementation in Linear, and celebrate the win in Slack.
Daily Salesforce meeting prep brief in Slack
Every weekday at 7am ET, get a one-page prep brief in Slack for every meeting on your calendar tied to an open Salesforce opportunity.