Pick a template → connect your tools → go live in 2 minutes.
On Salesforce New Lead Trigger, Arahi AI enriches the lead with Clearbit, scores it, and DMs the assigned AE on Slack with talking points.
Salesforce: New lead created
Arahi AI: Decide the next action
Clearbit: Enrich lead data
Slack: DM assigned AE with talking points
SWhen a CSV lands in Google Drive, Arahi AI creates Salesforce leads and calls Apply lead assignment rules so territories route correctly every time.
Google Drive: CSV file uploaded
Arahi AI: Match & assign
Salesforce: Create leads from CSV
Salesforce: Apply lead assignment rules
SWhen HubSpot lifecycle hits MQL, Arahi AI runs Salesforce Add contact to campaign on the active nurture so both systems attribute the touch.
HubSpot: Lifecycle stage hits MQL
Arahi AI: Match & assign
Salesforce: Add contact to campaign
An event occurs in Salesforce or a connected app that starts your automation.
The AI agent analyzes the data, makes intelligent decisions, and determines the best actions.
The agent executes actions in Salesforce and other tools — no manual work required.
Salesforce simplifies workflows, while Arahi AI empowers these tasks with AI Sales Agents.
When a new lead lands in Salesforce, auto-pull company data, social profiles, and firmographics before the rep ever sees it.
Route high-value deal movements from Salesforce to a Slack channel the instant they cross a threshold.
Log call summaries and next steps from Zoom or Meet straight into the matching Salesforce contact.
Flag and merge duplicate Salesforce contacts as they appear instead of quarterly cleanup sprints.
Ready-to-use Salesforce actions you can add to your agents instantly.
Custom API calls to Salesforce with full control for advanced use cases.
Sign in to your Arahi AI account and navigate to integrations or create a new AI agent.
A secure pop-up will ask you to log in. This authorizes Arahi AI to access your API using OAuth.
Choose "Salesforce" from the tool list, then select the action you want to perform.
Test your automation with sample data, then deploy it to run on schedule or by event.
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Salesforce data.
Your data remains private and is never used for model training.
We never store anything we don't need to. Inputs and outputs of your tools are never stored.
Salesforce is the world's leading cloud-based customer relationship management (CRM) platform. Manage your sales, service, marketing, and commerce teams from a single connected platform. With Arahi AI, you can connect Salesforce to Adversus, Clearbit, Contacts+ and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.
As a crm tool, Salesforce connects with other crm apps like Adversus, Clearbit, Contacts+, Flexie through Arahi AI's integration platform. Build multi-step automations that combine Salesforce with AI-powered decision making, data transformation, and cross-app orchestration.
Every item is a real, named endpoint from Salesforce's API. Your agent can watch 7 events and run 63 actions — no glue code.
Events you can watch for
Triggers when an Account is created or updated in Salesforce.\ Uses LastModifiedDate high-watermark to capture both creations and updates.
Triggers when an existing Salesforce Contact record is modified.\ Emits changed fields alongside relevant timestamps.
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type\ and which field values should be returned in the payload. The trigger uses SystemMo…
Triggers when a new Contact is Created in Salesforce.
Triggers when a new Lead is created in Salesforce.
Triggers when a Salesforce Opportunity is created or updated.
Triggers when a Task is created or when its status changes to Completed in Salesforce.\ Supports optional filtering by task Status or Subject.
Things the agent can do
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associates a contact with an account by updating the contact's accountid field.
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Marks a task as completed with optional completion notes. this is a convenience action that updates the task status to 'completed'.
Creates a new account in salesforce with the specified information.
Creates a new campaign in salesforce with the specified information.
Creates a new contact in salesforce with the specified information.
Creates a new lead in salesforce with the specified information.
Creates a new note attached to a salesforce record with the specified title and content.
Creates a new opportunity in salesforce with the specified information.
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Permanently deletes an account from salesforce. this action cannot be undone.
Permanently deletes a campaign from salesforce. this action cannot be undone.
Permanently deletes a contact from salesforce. this action cannot be undone.
Permanently deletes a lead from salesforce. this action cannot be undone.
Permanently deletes a note from salesforce. this action cannot be undone.
Permanently deletes an opportunity from salesforce. this action cannot be undone.
Retrieves a specific account by id from salesforce, returning all available fields.
Retrieves a specific campaign by id from salesforce, returning all available fields.
Retrieves a specific contact by id from salesforce, returning all available fields.
Gets detailed metadata for a specific dashboard including its components, layout, and filters.
Retrieves a specific lead by id from salesforce, returning all available fields.
Retrieves a specific note by id from salesforce, returning all available fields.
Retrieves a specific opportunity by id from salesforce, returning all available fields.
Gets detailed metadata for a specific report including its structure, columns, filters, and groupings.
Gets the results of a report instance created by running a report. check status to see if report has completed.
Retrieves information about the current user or a specific user in salesforce.
Lists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Lists campaigns from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Lists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Lists all dashboards available in salesforce with basic metadata including name, id, and urls.
Lists available email templates in salesforce with filtering and search capabilities.
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Lists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Lists all reports available in salesforce with basic metadata including name, id, and urls.
Logs a completed phone call as a task in salesforce with call-specific details like duration, type, and disposition.
Creates an emailmessage record to log email activity in salesforce, associating it with related records.
Transfers ownership of multiple records to a new owner in a single operation using salesforce's composite api for better performance.
Removes a lead or contact from a campaign by deleting the campaignmember record. provide either the member id (lead/contact id) or the specific campaign member id.
Runs a report and returns the results. creates a report instance that can be checked for completion.
Executes a soql query against salesforce data. returns records matching the query with pagination support.
Search for salesforce accounts using multiple criteria like name, industry, type, location, or contact information.
Search for salesforce campaigns using multiple criteria like name, type, status, date range, or active status.
Search for salesforce contacts using multiple criteria like name, email, phone, account, or title.
Search for salesforce leads using multiple criteria like name, email, phone, company, title, status, or lead source.
Search for salesforce notes using multiple criteria like title, body content, parent record, owner, or creation date.
Search for salesforce opportunities using multiple criteria like name, account, stage, amount, close date, or status.
Search for salesforce tasks using multiple criteria like subject, status, priority, assigned user, related records, or dates.
Sends an email through salesforce with options for recipients, attachments, and activity logging.
Sends an email using a predefined salesforce email template with merge field support.
Sends bulk emails to multiple recipients, either using a template or custom content. processes in batches for better performance.
Updates an existing account in salesforce with the specified changes. only provided fields will be updated.
Updates an existing campaign in salesforce with the specified changes. only provided fields will be updated.
Updates an existing contact in salesforce with the specified changes. only provided fields will be updated.
Updates an existing lead in salesforce with the specified changes. only provided fields will be updated.
Updates an existing note in salesforce with the specified changes. only provided fields will be updated.
Updates an existing opportunity in salesforce with the specified changes. only provided fields will be updated.
Updates an existing task in salesforce with new information. only provided fields will be updated.
Curated for Salesforce's real category — not Pipedream's auto-tagged bucket.
Explore AI-powered workflows that work with Salesforce.
