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