Salesforce

Integrate Salesforce with 10+ apps and services

Multiply your Salesforce productivity with Ayudo's smart workflow automation. Connect deals to Stripe payments, sync with support tools, and integrate 10+ apps to close more deals faster.

Explore Triggers and Actions

New Updated Record
Emit new event when a record of the selected type is updated. See the documentation
New Record
Emit new event when a record of the selected object type is created. See the documentation
New Outbound Message
Emit new event when a new outbound message is received in Salesforce.
New Deleted Record
Emit new event when a record of the selected object type is deleted. See the documentation
Upsert Record
Create or update a record of a given object. See the documentation
Update Opportunity
Updates an opportunity. See the documentation
Update Record
Update fields of a record. See the documentation
Search Object Records
Searches for records in an object using a parameterized search. See the documentation
Update Account
Updates a Salesforce account. See the documentation
Update Contact
Updates a contact. See the documentation
Insert Blob Data
Inserts blob data in Salesforce standard objects. See the documentation
SOSL Search
Executes a Salesforce Object Search Language (SOSL) text-based search query.
SOQL Query
Executes a Salesforce Object Query Language (SOQL) query-based, SQL-like search.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

About Salesforce

Salesforce is the world's #1 CRM platform helping businesses connect with customers through cloud-based solutions to drive revenue growth.

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Frequently asked questions

How can I set up Salesforce integration in Ayudo?

To use Salesforce integration in Ayudo, add the Salesforce node to your workflow and authenticate using OAuth or username/password/security token. Once connected, you can manage leads, opportunities, accounts, contacts, sync custom objects, and create sophisticated sales automation workflows across your entire revenue stack.

Do I need any special permissions or API keys to integrate Salesforce with Ayudo?

You'll need a Salesforce user account with API access enabled and appropriate permissions for the objects you want to manage. For production orgs, ensure you have sufficient API call limits. System Administrator or custom permissions for leads, accounts, opportunities, and other relevant objects are typically required.

Can I combine Salesforce with other apps in Ayudo workflows?

Absolutely! Salesforce integrates seamlessly with email platforms like Gmail, marketing tools like HubSpot, support systems like Zendesk, payment processors like Stripe, and communication apps like Slack. Build comprehensive revenue operations workflows that span your entire business ecosystem.

What are some common use cases for Salesforce integrations with Ayudo?

Popular automations include syncing leads from marketing platforms, creating opportunities from support tickets, updating deal stages based on payment status, sending team notifications for high-value prospects, generating quotes from closed deals, and maintaining data consistency across all revenue-generating applications.

How does Ayudo's pricing model benefit me when integrating Salesforce?

Ayudo's usage-based pricing is perfect for Salesforce automation, as you're not charged per record or per user like traditional integration platforms. This makes it cost-effective to create sophisticated sales workflows, sync large datasets, and automate complex business processes without worrying about escalating licensing costs.

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