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Salesforce integration

CRM software solutions and enterprise cloud computing. Use Salesforce from Zoft voice agents, chat agents, workflows and AI employees.

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  1. Starts withNew Lead
  2. ZoftAgent or workflow decides what happens next
  3. Then in SalesforceSend Email
  4. AndCreate Case
Illustrative flow built from Salesforce’s real triggers and actions.

Zoft + Salesforce

What Zoft can do with Salesforce.

  • 01Voice agentsA phone agent can use Salesforce actions such as Send Email and Create Case during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Salesforce while it talks to the customer.
  • 03WorkflowsStart a workflow when “New Lead” happens in Salesforce, or use Salesforce as any step on the canvas.
  • 04AI employeesAn AI employee can find and use Salesforce actions on its own, and ask for your approval before it sends or changes anything important.

Example automations

Ideas to start with Salesforce.

Illustrative examples of what you can build, not customer results.

  • Chat agentCapture every lead in SalesforceChat and voice agents create or update the lead and attach the transcript.
  • WorkflowUpdate opportunities after a callA workflow writes the call outcome and next step onto the opportunity.

Actions 27

Things Zoft can do in Salesforce.

  • Run Query (Advanced)Run a salesforce query
  • Run ReportExecute a Salesforce analytics report and return the results as easy-to-use rows.
  • Send EmailSends an email to a Contact or Lead by creating an EmailMessage record.
  • Create CaseCreates a Case, which represents a customer issue or problem.
  • Create LeadCreates a new lead.
  • Create NoteCreates a note and attaches it to a record.
  • Create TaskCreates a new task.
  • Find RecordFinds a record by a field value.
  • Update LeadUpdate an existing lead.
  • Create RecordCreate a record of a given object.
Show all 27
  • Delete RecordDeletes an existing record in an object.
  • Export ReportExport a Salesforce report as an Excel file.
  • Update RecordUpdates an existing record.
  • Create ContactCreates a new contact record.
  • Update ContactUpdate an existing contact.
  • Custom API CallMake a custom API call to a specific endpoint
  • Create Attachment (Legacy)Creates a legacy Attachment record. Salesforce recommends using "Add File to Record" for modern apps.
  • Add File to RecordUploads a file and attaches it to an existing record.
  • Create OpportunityCreates a new opportunity.
  • Delete OpportunityDeletes an opportunity.
  • Find Child RecordsFinds child records related to a parent record.
  • Add Lead to CampaignAdds an existing lead to an existing campaign.
  • Find Records by Query (Advanced)Finds records in an object using a SOQL WHERE clause.
  • Batch Upsert (Advanced)Batch upsert a record by external id
  • Get Record AttachmentsGet all attachments (both classic and modern Files) for a record.
  • Add Contact to CampaignAdd a contact to a campaign.
  • Bulk Upsert (Advanced)Bulk upsert a record by external id

Triggers 9

Events in Salesforce that can start a workflow.

  • New Case in QueueTriggers when a new Case record is assigned to a specified queue.
  • New LeadFires when a new Lead record is created in Salesforce.
  • New RecordTriggers when there is new record
  • New ContactFires when a new Contact record is created in Salesforce.
  • New or Updated FileFires when a file (ContentDocument) is created or updated. Does not fire for classic Attachments or Notes.
  • New Case AttachmentFires when a new Attachment or File is added to any Case record.
  • New Outbound MessageFires when a new outbound message is received from Salesforce.
  • New or Updated RecordTriggers when there is new or updated record
  • New Field History EventFires when a tracked field is updated on a specified object.

Setup

Connect Salesforce in three steps.

  1. 01ConnectChoose Salesforce in Connections and approve access in the Salesforce sign-in window. Zoft never sees your password.
  2. 02Put it to workAdd Salesforce as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

More sales and crm integrations.

See all in Sales and CRM

FAQ

Salesforce on Zoft, answered.

What can Zoft do with Salesforce?

Zoft supports 27 actions and 9 triggers for Salesforce. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Salesforce to Zoft?

Choose Salesforce in Connections and approve access in the Salesforce sign-in window. Zoft never sees your password.

Can a voice agent or chat agent use Salesforce?

Yes. Once Salesforce is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Salesforce without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Salesforce to work in your operation.

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