Salesforce Connector

Connect to Salesforce to import accounts, contacts, leads, opportunities, and cases.

Connect your Salesforce org to import CRM data into your AI pipelines.

Setup Instructions

Go to one of your flows, click the Data Integrations tab and select Select an Integration.

Search for Salesforce in the list and click Connect.

Click Connect with Salesforce, sign in with your Salesforce credentials, and grant read access to your org.

Connector Name: A descriptive name (e.g., "Salesforce CRM")
Salesforce Objects: Select the objects to import — Accounts, Contacts, Leads, Opportunities, Cases
Environment: Production or Sandbox

Note: On every sync, a new version of your data is created. Up to 5 versions are stored by default.