UC-01Live
AI-Powered Lead Scoring
Agents analyze lead data in real time and update Salesforce scores automatically.
Bidirectional sync with Salesforce CRM for leads, opportunities, accounts, and custom objects.
Connect Salesforce events to AI agent workflows with pre-built triggers and actions.
Fires when a new lead is added to Salesforce.
Triggers when an opportunity moves to a new stage.
Fires when a support case is escalated.
Triggers when contact details are modified.
Fires on any change to a configured custom object.
Creates a new lead record in Salesforce.
Modifies fields on an existing opportunity.
Adds a task or event to a record's activity timeline.
Dispatches an email through Salesforce email service.
Changes the owner of any Salesforce record.
Agents analyze lead data in real time and update Salesforce scores automatically.
Route support cases to the right team based on AI-driven classification.
Surface deal risks and recommended next actions directly inside Salesforce.
Yes. You can map any custom object in Salesforce to assistents agents with full read/write access and field-level permissions.
The integration uses OAuth 2.0 with Salesforce Connected Apps. Role-based access is inherited from your Salesforce org.
Yes. Initial sync imports historical records, then switches to real-time incremental sync for ongoing changes.
Create AI agents that connect to Salesforce with natural language — no code required.
Learn moreBuild multi-step workflows that automate actions across Salesforce and other systems.
Learn moreEnforce permissions, audit trails, and compliance on every agent action in Salesforce.
Learn moreSchedule a personalized demo to see how assistents’s AI agents integrate with Salesforce for your organization.