CRM
REST API
Salesforce
Connect to Salesforce CRM for customer relationship management. Access leads, contacts, opportunities, and accounts.
Capabilities
read
write
search
execute
Supported Data Types
leads
contacts
opportunities
accounts
Setup Instructions
Quick Start
- Click "Connect Now" to go to your dashboard
- Click "Connect" and authorize access via OAuth
- Configure connection settings (optional)
- Use this connection in your AI agent tasks
View full documentation
Authentication
OAuth 2.0
Secure authorization via salesforce