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Integrations8 min

Salesforce Integration

Integrate your chatbot with Salesforce CRM. Sync leads as Contacts or Leads, configure auto-sync, and optionally create Opportunities automatically.

What you'll learn

  • Prerequisites
  • Connect your Salesforce org
  • Configure settings
  • Save and verify
  • How it works
1

Prerequisites

You'll need a Salesforce account with API access enabled. Enterprise, Unlimited, or Developer editions include API access. Professional edition requires purchasing API access separately. You'll also need admin permissions for OAuth authorization.

2

Connect your Salesforce org

Go to the Actions tab and find Salesforce in the CRM Integrations section. Click 'Connect Salesforce' to start the OAuth flow. Log in to your Salesforce org and authorize the connection.

Connect Salesforce

OAuth authentication with your Salesforce org

Salesforce CRM

Not connected

Features:

Sync leads as Contacts or Leads
Auto-create Opportunities
Custom lead source
Search existing records
3

Configure settings

Choose the record type (Lead or Contact) for captured leads. Enable auto-sync to automatically create records. Optionally enable auto-create Opportunities and set a custom Lead Source value.

Salesforce Settings

Record Type

Choose whether to create Leads or Contacts when syncing from chatbot

Auto-sync Leads

Automatically create records when leads are captured

Auto-create Opportunities

Create an Opportunity for each lead

💡Pro Tip

  • Use Leads for new prospects - they can be converted to Contacts and Opportunities later.
4

Save and verify

After configuring your settings, click Save. The integration card will show your organization name, selected record type, and auto-sync status. You can modify these settings anytime by clicking Configure.

Settings saved successfully!

Salesforce CRM

Connected to ACME Corp

Active
Record TypeLead
Auto-SyncEnabled
5

How it works

When your chatbot captures a lead, it automatically creates a Lead or Contact record in Salesforce with the configured settings. The Lead Source field is populated with your custom value, making it easy to track chatbot-generated leads in your reports.

💡Pro Tip

  • Check your Salesforce org's Lead or Contact list to see chatbot-generated records.

Ready to get started?

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