SHEET 01CRM & Revenue IntegrationSF

Salesforce Integration

Bidirectional sync with Salesforce CRM for leads, opportunities, accounts, and custom objects.

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  • CRM & Revenue
  • < 5 min setup
  • Bidirectional, Real-time
  • SOC 2
  • GDPR
  • HIPAA
SalesforceSOURCEDataSYNCAgentGOVERNEDActionsOUT
5Event triggers
5Agent actions
4Data types synced
< 5 minTime to connect
SHEET 02Triggers & ActionsI/O

What you can automate with Salesforce

Connect Salesforce events to AI agent workflows with pre-built triggers and actions.

IN → Triggers5 events
  • TRG-01

    New Lead Created

    Fires when a new lead is added to Salesforce.

  • TRG-02

    Opportunity Stage Changed

    Triggers when an opportunity moves to a new stage.

  • TRG-03

    Case Escalated

    Fires when a support case is escalated.

  • TRG-04

    Contact Updated

    Triggers when contact details are modified.

  • TRG-05

    Custom Object Event

    Fires on any change to a configured custom object.

Actions → OUT5 actions
  • ACT-01

    Create Lead

    Creates a new lead record in Salesforce.

  • ACT-02

    Update Opportunity

    Modifies fields on an existing opportunity.

  • ACT-03

    Log Activity

    Adds a task or event to a record's activity timeline.

  • ACT-04

    Send Email via Salesforce

    Dispatches an email through Salesforce email service.

  • ACT-05

    Assign Record Owner

    Changes the owner of any Salesforce record.

SHEET 03Data SyncedBIDIRECTIONAL

Data types available through this integration

Salesforce sync schemaBidirectional, Real-time
DS-01Leads & Contacts
DS-02Opportunities & Deals
DS-03Cases & Tasks
DS-04Custom Objects
SHEET 04Use CasesFIELD

How enterprises use Salesforce with assistents

UC-01Live

AI-Powered Lead Scoring

Agents analyze lead data in real time and update Salesforce scores automatically.

UC-02Live

Automated Case Routing

Route support cases to the right team based on AI-driven classification.

UC-03Live

Pipeline Intelligence

Surface deal risks and recommended next actions directly inside Salesforce.

SHEET 05Specification NotesFAQ

Questions about the Salesforce integration

Does the Salesforce integration support custom objects?

Yes. You can map any custom object in Salesforce to assistents agents with full read/write access and field-level permissions.

How is authentication handled?

The integration uses OAuth 2.0 with Salesforce Connected Apps. Role-based access is inherited from your Salesforce org.

Can I sync historical data?

Yes. Initial sync imports historical records, then switches to real-time incremental sync for ongoing changes.

SHEET 06Related IntegrationsLINKED

Explore more integrations

INT-01

HubSpot

Connect HubSpot CRM to sync contacts, deals, tickets, and marketing data with AI agents.

CRM & Revenue
INT-02

Dynamics 365

Connect Microsoft Dynamics 365 for CRM, ERP, sales, and customer service data sync.

CRM & Revenue
INT-03

Zoho CRM

Integrate Zoho CRM for lead management, deals, contacts, and sales automation.

CRM & Revenue
INT-04

Pipedrive

Connect Pipedrive CRM for deal tracking, contact management, and sales pipeline data.

CRM & Revenue
SHEET 07ProductsPRD-01..03

Power your Salesforce integration with AI agents

PRD-01

Agent Builder

Create AI agents that connect to Salesforce with natural language — no code required.

Learn more
PRD-02

Workflow Builder

Build multi-step workflows that automate actions across Salesforce and other systems.

Learn more
PRD-03

Agent Governance

Enforce permissions, audit trails, and compliance on every agent action in Salesforce.

Learn more
SHEET 08Sign-offREADY

Ready to connect Salesforce?

Schedule a personalized demo to see how assistents’s AI agents integrate with Salesforce for your organization.

Get a demo Explore platform
Connector
Salesforce
Category
CRM & Revenue
Sync
Bidirectional, Real-time
Setup
< 5 min
Compliance
SOC 2 · GDPR · HIPAA