All integrations
Salesforce
Sales & CRM
Give agents read and write access to accounts, contacts, opportunities and leads — with SOQL for anything the standard objects don't cover.
What teams build with this
Enrich inbound leads and assign them against your routing rules
Draft account summaries from open opportunities before a renewal call
Keep CRM fields current from conversations happening in email or Slack
What this integration is allowed to do
13 read-only
Reads data. Cannot change anything in the connected system.
10 reversible
Writes data, but the change can be undone.
1 irreversible
Writes data in a way that cannot be automatically undone.
Attach only the tools an agent needs. Run the whole integration against a vendor sandbox or the Fruxon simulator before it touches production.
Available tools
Each tool is attached per agent step, so an agent only gets what its job requires.
query_records | Query records using SOQL | Read-only |
search_records | Search records using SOSL | Read-only |
describe_sobject | Describe an SObject schema | Read-only |
get_record | Get a record by ID | Read-only |
list_records | List recent records | Read-only |
create_record | Create a record | Reversible |
update_record | Update a record | Reversible |
delete_record | Delete a record | Irreversible |
get_accounts | Get accounts | Read-only |
get_account | Get a specific account | Read-only |
create_account | Create an account | Reversible |
update_account | Update an account | Reversible |
get_contacts | Get contacts | Read-only |
get_contact | Get a specific contact | Read-only |
create_contact | Create a contact | Reversible |
update_contact | Update a contact | Reversible |
get_opportunities | Get opportunities | Read-only |
get_opportunity | Get a specific opportunity | Read-only |
create_opportunity | Create an opportunity | Reversible |
update_opportunity | Update an opportunity | Reversible |
get_leads | Get leads | Read-only |
get_lead | Get a specific lead | Read-only |
create_lead | Create a lead | Reversible |
update_lead | Update a lead | Reversible |
Connect Salesforce to your agents
Set up credentials once at the tenant level, then attach the tools you need to any agent.
