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.
Post a Message to Chatter Feed
Post a feed item in Chatter. See the documentation
Find Records
Retrieves selected fields for some or all records of a selected object. See the documentation
Delete Record
Deletes an existing record in an object. See the documentation
Create Event
Creates an event. See the documentation
Delete Opportunity
Deletes an opportunity. See the documentation
Create User
Creates a Salesforce user. See the documentation
Create Task
Creates a task. See the documentation
Create Record
Create a record of a given object. See the documentation
Create Note
Creates a note. See the documentation
Create Opportunity
Creates an opportunity. See the documentation
Create Lead
Creates a lead. See the documentation
Create Content Note
Creates a content note. See the documentation and Set Up Notes
Create Contact
Creates a contact. See the documentation
Create Case Comment
Creates a Case Comment on a selected Case. See the documentation
Create Case
Creates a Case, which represents a customer issue or problem. See the documentation
Create Campaign
Creates a marketing campaign. See the documentation
Create Account
Creates a Salesforce account. See the documentation
Convert SOAP XML Object to JSON
Converts a SOAP XML Object received from Salesforce to JSON
Create Attachment
Creates an Attachment on a parent object. See the documentation
Add Lead to Campaign
Adds an existing lead to an existing campaign. See the documentation
Add Contact to Campaign
Adds an existing contact to an existing campaign. See the documentation

How it works

Select a trigger
A trigger is an event kicking off your AI agent — like a new email in your Gmail inbox.
Connect your apps
Hundreds of integrations available.
Let AI do the work
Give custom instructions to your agent, all in natural language.

Popular App Usecases

Salesforce WhatsApp Updates
WhatsApp updates for Salesforce changes
Salesforce WhatsApp Messaging
WhatsApp messaging from Salesforce
Salesforce Payment Setup
Payment setup from Salesforce records
Salesforce SMS Automation
SMS automation from Salesforce records
Salesforce Customer Updates
Update Stripe customers from Salesforce
Salesforce Update SMS Alerts
SMS alerts for Salesforce updates
Salesforce Update Email Alerts
Email alerts for Salesforce updates
Salesforce Customer Messaging
Message customers from Salesforce updates
Salesforce Email Automation
Automate emails from Salesforce records
Salesforce Intercom Contact Sync
Sync Salesforce with Intercom contacts
Salesforce Ticket Updates
Update tickets from Salesforce changes
Salesforce Support Ticket Creator
Create support tickets from Salesforce
Salesforce Update Alerts
Alert team of Salesforce record updates
Salesforce Deletion Alerts
Alert team when Salesforce records delete
Salesforce Slack Notifications
Slack notifications for Salesforce records
Salesforce Deal Updates
Update HubSpot deals from Salesforce changes
Salesforce HubSpot Contact Bridge
Perfect bridge between Salesforce and HubSpot
Salesforce Deal Pipeline
Convert Salesforce records into HubSpot deals
Salesforce Contact Updates
Update HubSpot contacts from Salesforce
Salesforce Company Creator
Create HubSpot companies from Salesforce
Salesforce Note Generator
Generate notes from record updates
Salesforce Update Ticket Sync
Sync record updates with ticket updates
Salesforce Contact Creator
Create support contacts from Salesforce
Salesforce Support Ticket Bridge
Create support tickets from Salesforce records

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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