Salesforce
Leads, accounts, opportunities on Salesforce
Salesforce is the CRM the rest of your stack eventually has to talk to, even when no one on the team wants to be the one to wire it up. Tiny Command exposes Salesforce as an action-only surface today (event-based triggers via Platform Events and CDC are on the roadmap), with eighteen actions covering the objects sales teams actually live in: Create Account, Create Contact, Update Contact, Find Contact by Email, Create Note, Convert Lead, Update Lead, Update Opportunity, List Opportunities, List Recent Leads, Get Account, Get Contact, Get Lead. Convert Lead is the distinctive one, it handles the lead-to-contact-and-opportunity conversion in a single call, respecting whatever conversion mapping your org has configured. Authorize via OAuth (Salesforce's connected app flow); the integration respects field-level security and sharing rules. Common use: a Typeform demo request flows into Find Contact by Email, branches to Create or Update based on the result, and posts a Slack message to the assigned AE.
Do anything Salesforce can do, from a workflow.
Every action accepts dynamic inputs from upstream nodes, whether that's an AI output, a form field, or a search result.
| Action | What it does |
|---|---|
| Convert Lead | Converts a Salesforce Lead into an Account, Contact, and (optionally) Opportunity, following standard SFDC lead-conversion rules. Used at the SQL/handoff step in your funnel automation. |
| Create Account | Creates a new Account (company) record in Salesforce with name, website, industry, owner, and any custom fields. Used to mirror your CRM's source-of-truth accounts into SFDC. |
| Create Contact | Creates a new Contact record in Salesforce with name, email, phone, account, owner, and any custom fields. The default write action for piping inbound leads into SFDC. |
| Create Note | Creates a Note linked to a parent Salesforce record (Account, Contact, Lead, Opportunity, etc.) with title and body. Used for AI summary notes or pulling context from external systems. |
| Find Contact by Email | Convenience search that finds a Salesforce Contact by exact email match. The standard upsert lookup before deciding to create or update. |
| Get Account | Retrieves a Salesforce Account by ID with all of its standard and custom fields. The standard read after a trigger fires with an account ID. |
| Get Contact | Retrieves a Salesforce Contact record by ID with all of its standard and custom fields. Used to enrich a trigger payload or render contact UI. |
| Get Lead | Retrieves a single Salesforce Lead record by ID with all of its standard and custom fields. The standard read after a lead trigger fires. |
| List Opportunities | Lists Salesforce Opportunities, most recently modified first. For complex filters use a SOQL query instead; this action is the simple paginated read. |
| List Recent Leads | Lists Salesforce Leads, most recently modified first. For complex queries use a SOQL action; this is the simple paginated read. |
| Update Contact | Updates fields on an existing Salesforce Contact. Only the fields you pass are changed; others are preserved. |
| Update Lead | Updates fields on an existing Salesforce Lead record (status, source, score, custom fields). Used to reflect enrichment or activity from another system. |
| Update Opportunity | Updates Salesforce Opportunity fields, including stage transitions, amount, close date, and forecast category. The standard write for keeping pipeline state in sync from external sources. |
Pre-built Salesforce workflows.
Clone any recipe and customize it in one click. Every recipe is fully editable.
Three things worth knowing.
Tiny Command counts a run the moment a trigger fires. Filtering early means only matching events spend your usage budget.
Connect Salesforce once and every workflow on your account can use its triggers and actions. You don't have to re-auth per workflow.
Every Salesforce field shows up in the visual picker for downstream nodes. The raw payload is there for power users, optional for everyone else.
Questions about the Salesforce integration.
If we missed yours, ping support. We usually reply within an hour.
How do I connect Salesforce to Tiny Command?
What Salesforce triggers does Tiny Command support?
What Salesforce actions can I run from a workflow?
Is the Salesforce integration real-time?
Do I need to write code to use Salesforce with Tiny Command?
How much does the Salesforce integration cost?
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