Salesforce tool

Manage leads, contacts, and cases in your Salesforce CRM.

The Salesforce tool lets your agent interact with your CRM during a conversation. Use it to create leads when users express interest, log support cases, update contact information, or add notes to existing cases for better team visibility.

Using the Salesforce tool

Add the Salesforce tool to your agent from Tools → Add tool → Salesforce. You can also add tools directly from inside a Playbook or Integration step. Once added, you can call the Salesforce tool from inside a Playbook or Workflow.

Actions

Action	Description
Create lead	Create a new lead in Salesforce.
Create contact	Add a new contact record to Salesforce.
Create case	Create a new customer service case.
Update lead	Update details for an existing lead.
Update contact	Edit information for an existing contact.
Update case	Modify fields or status of an existing case.
Add comment to a case	Append a comment to an existing case.

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