How to Connect Salesforce

The Salesforce integration connects your workflow to Salesforce. The AI can query contacts, leads, opportunities, accounts, tasks, and more — so support and sales conversations use live CRM data.

What the AI can look up

• Contacts — details, related accounts or opportunities
• Leads — status, source, next steps
• Opportunities — pipeline stage, amount, close date
• Accounts — account info, contacts, related opportunities
• Tasks — tasks and scheduled activities

The AI always retrieves data before answering and confirms with the customer before any create, update, or delete action.

How to connect Salesforce

1. Go to Dashboard → Integrations → Add Integration → Business Data Integrations
2. Select the workflow that should use Salesforce
3. Choose Salesforce and authenticate (OAuth or configured credentials)
4. Select which resources and operations to allow
5. Save, then enable the integration in Your Integrations

What's next

• Business Data Integrations Overview — overview of all supported platforms