Setup
Click Enable on the Connections page and authorize with your Salesforce account.Capabilities
- Record management — Create, read, update, and delete records across standard and custom objects, including accounts, contacts, and opportunities.
- SOQL queries — Run Salesforce Object Query Language queries to retrieve and aggregate records matching specific criteria.
- SOSL search — Use Salesforce Object Search Language to search across multiple objects at once.
- Schema exploration — List all objects in your org and inspect their field metadata to understand your data model.
- Custom object support — Work with any SObject in your org, not just standard Salesforce objects.
Key Benefits
- Automated CRM hygiene — Keep account, contact, and opportunity records current without manual data entry.
- End-to-end sales workflows — Bridge lead capture, opportunity tracking, and customer communication in a single automated process.
- Custom object support — Work with your unique Salesforce configuration, not just standard objects.
- Full query power — Use SOQL and SOSL to retrieve exactly the data your workflows need, including cross-object searches and aggregations.
Works Well With
Gmail
Send emails to Salesforce contacts and log the communication back to their CRM record automatically.
Microsoft Outlook
Send emails to Salesforce contacts and log the communication back to their CRM record automatically.
Slack
Post deal updates, new lead alerts, or stage-change notifications to sales channels.
Microsoft Teams
Post deal updates, new lead alerts, or stage-change notifications to sales channels.
Google Sheets
Export opportunity or account data into spreadsheets for pipeline analysis and forecasting.
Microsoft Excel
Export opportunity or account data into spreadsheets for pipeline analysis and forecasting.