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CRM

Salesforce for your AI agent

Bring your Salesforce CRM to your agents. Connecting takes a simple sign-in from the Integrations Store.

Salesforce is live on AnyBot. Open the Integrations Store, choose Salesforce in the CRM category and sign in to your Salesforce account, and your agents can work with your CRM. The agent reaches only what the Salesforce account you sign in with can reach.

Abilities

What your agent can do

01

Your CRM, in reach

Once Salesforce is connected, your agents can work with your Salesforce CRM in conversation.

02

A simple sign-in

You sign in to your own Salesforce account from the Integrations Store, and the agent reaches only what that account can reach.

Setup

How to connect

  1. 1

    Open the Integrations Store

    Find Salesforce in the CRM category of the Integrations Store.

  2. 2

    Sign in to Salesforce

    A simple sign-in links your Salesforce account, and your agents can put it to work.

Frequently asked

Is Salesforce available?

Yes. Connect it with a simple sign-in from the Integrations Store.

Which CRMs can my agents work with?

HubSpot, Salesforce, Attio and Zoho CRM are all in the Integrations Store, each with a simple sign-in.

Give your AI agent Salesforce

Start free, connect your tools, and put an AI agent to work, cancel anytime.