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Trigger workflows from lead and opportunity changes and write results back to records.
Salesforce
Counts describe the planned connector design, not shipped functionality.
Overview
Use CRM events as workflow triggers, enrich and classify records with AI steps, then update owners, stages and fields once rules and approvals pass.
Salesforce is planned, not yet available
New lead
A lead record is created
Opportunity stage changed
An opportunity moves between stages
Record updated
Selected fields change on a record
Create or update record
Write fields to leads, accounts or opportunities
Assign owner
Set the record owner
Add note or task
Attach context for the owner
Authentication concept
Authorize with least-privilege scopes (read and write on selected objects). Tokens would be stored as managed secrets and revocable from the connection screen.
Secrets handling is described on the security page.
Connection status
Authorize
Choose scopes and grant access
Test
Send a sample request from the workflow builder
Use
Reference the connection from any workflow
Illustrative connection flow. It becomes available with the integration.
Example workflow
Enrich new CRM leads, classify them with AI, route by rule and request approval on high-value accounts.
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