CRM & Business Tools

Salesforce

Connect your AI agent to Salesforce CRM. Automate lead management, opportunity tracking, and customer interactions. Sync conversations and insights directly to Salesforce records.

Features

  • Lead management
  • Opportunity tracking
  • Contact sync
  • Case management
  • Custom objects
  • Apex integration
  • Real-time sync

Requirements

  • Salesforce org
  • Connected App
  • OAuth credentials
  • API permissions
  • Webhook endpoint

Setup

  1. 1Create Salesforce Connected App
  2. 2Configure OAuth settings
  3. 3Connect "Salesforce" integration
  4. 4Authorize Salesforce access
  5. 5Configure object mappings
  6. 6Set up field sync rules
  7. 7Configure webhooks
  8. 8Test data sync

Authentication

OAuth 2.0 (JWT Bearer or Authorization Code)

Code Examples

cURL

curl https://your-instance.salesforce.com/services/data/v57.0/sobjects/Contact/ \
  -H "Authorization: Bearer YOUR_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "FirstName": "John",
    "LastName": "Doe",
    "Email": "john@example.com"
  }'
← Back to Integrations