Salesforce
Activepieces-backedCRM · OAuth 2.0
Enterprise CRM — accounts, opportunities, reports
Enterprise-grade CRM integration. Manage accounts, track opportunities, automate lead assignment, and generate pipeline reports.
What it does
Account management
Opportunity tracking
Lead assignment
Pipeline reports
How it connects
1
Gap detected
SwarmGuide identifies that Salesforce is needed for the current workflow.
2
Recommendation card
A card appears in chat with Salesforce as an option. You tap Connect.
3
Authorize & resume
OAuth consent screen opens. One click. Workflow resumes with Salesforce wired in.
Data and permissions
Data categories
- Account data
- Opportunity data
- Contact data
Your rights
- Disconnect anytime
- Audit every use
Used by teams
Try asking WorkSwarm...
💬“Update the Acme opportunity to Negotiation”
💬“Pull the Q2 pipeline report”
Trust and compliance
Salesforce is a Tier 2 integration powered by Activepieces. Customer-self-certified. Every invocation audit-logged.
Visit Trust Center →Ready to connect Salesforce?
Join the waitlist and be among the first to use Salesforce inside WorkSwarm chat.