Salesforce Integration
Connect Salesforce to create leads, update opportunities, manage contacts, and automate your enterprise sales process.
Available triggers
| Trigger | When it fires |
|---|---|
| New Lead | A lead is created |
| Lead Updated | A lead's fields change |
| New Opportunity | An opportunity is created |
| Opportunity Stage Changed | An opportunity moves stages |
Available actions
| Action | What it does |
|---|---|
| Create Lead | Add a new lead |
| Update Lead | Modify lead fields |
| Create Contact | Add a contact |
| Create Opportunity | Add an opportunity |
| Update Opportunity | Change opportunity stage/fields |
| Search Records | Find records by SOQL query |
| Get Record | Retrieve a specific record by ID |
Setup
- App Authorizations → Salesforce
- Sign in with your Salesforce account (production or sandbox)
- Grant API access permissions
Common patterns
Lead routing
Form Submission → TinyGPT (qualify lead) → If-Else (qualified?) →
Yes: Create Salesforce Lead + Send Slack (#sales)
No: Send Email (nurture sequence)
Opportunity pipeline sync
Salesforce Trigger (opportunity stage changed to "Closed Won") →
Update Google Sheets (revenue tracker) + Send Slack (#wins) + Send Email (congratulations)
Multi-CRM sync
HubSpot Trigger (new contact) → Create Salesforce Lead →
Update HubSpot Contact (add Salesforce ID)
Note
Salesforce has strict API rate limits. Use Delay nodes between bulk operations to avoid hitting limits (typically 100 requests per 15 seconds).