Sf

CRM

Salesforce

Keep accounts, leads and opportunities up to date automatically.

What Nodal agents can do with Salesforce

Keep accounts, leads and opportunities up to date automatically. Connect it in one click and every agent in your workspace can use it, with the permissions you choose.

Popular playbooks

Sync updates between Salesforce and the rest of your stack, answer questions using its data and trigger actions automatically when something changes.

Security

Access uses OAuth with scoped permissions. Every read and write is logged in your audit trail and can be revoked at any time.

Category

CRM

Built by

Nodal

Available on

All plans

Access

OAuth · scoped

Setup time

Under 2 minutes

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