Salesforce
Access CRM records, pipeline data, and customer insights directly through AI.
Category
CRM
Connect with
Sign in with Salesforce
Tools
4
Connect
- 01
Integrations → Salesforce → Connect.
Open Integrations, find Salesforce (search, or the CRM category) and click Connect.
- 02
Tools
For each tool you choose when it runs. Agents only tools never reach the website chat.
| Tool | What it does | Access | Where |
|---|---|---|---|
| Find contact | Find a Contact or Lead by email. | Read | Chat and agents |
| Create lead | Create a Lead for a sales enquiry from what the visitor shared. | Write | Chat and agents |
| Create case | Open a support Case for the visitor. | Write | Chat and agents |
| Add note | Log a note on a Contact or Lead (by email) as a completed task. | Write | Chat and agents |
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