Salesforce Integration

Connect Salesforce to Arahi's no-code AI Sales Agents and automate workflows in minutes.

About the Salesforce integration

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.

Category: CRM
Authentication: oauth

Salesforce automation use cases

Lead enrichment at ingest: When a new lead lands in Salesforce, auto-pull company data, social profiles, and firmographics before the rep ever sees it.
Deal-stage alerts to Slack: Route high-value deal movements from Salesforce to a Slack channel the instant they cross a threshold.
Meeting notes → Salesforce contact record: Log call summaries and next steps from Zoom or Meet straight into the matching Salesforce contact.
Duplicate contact deduping: Flag and merge duplicate Salesforce contacts as they appear instead of quarterly cleanup sprints.

Salesforce workflow examples

Route New Lead Trigger into Slack

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 Trigger to Slack AE DM with score.

Use Apply lead assignment rules after import

When 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 to Salesforce leads and Apply lead assignment rules.

Fire Add contact to campaign from HubSpot

When HubSpot lifecycle hits MQL, Arahi AI runs Salesforce Add contact to campaign on the active nurture so both systems attribute the touch.

HubSpot MQL change to Salesforce Add contact to campaign.

Salesforce triggers

Account Created or Updated: Triggers when an Account is created or updated in Salesforce.\ Uses LastModifiedDate high-watermark to capture both creations and updates.
Contact Updated: Triggers when an existing Salesforce Contact record is modified.\ Emits changed fields alongside relevant timestamps.
Record Updated (Generic SObject): 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 SystemModstamp to\ detect changes regardless of which specific field changed.
New Contact Trigger: Triggers when a new Contact is Created in Salesforce.
New Lead Trigger: Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity: Triggers when a Salesforce Opportunity is created or updated.
Task Created or Completed: Triggers when a Task is created or when its status changes to Completed in Salesforce.\ Supports optional filtering by task Status or Subject.

Salesforce actions

Add contact to campaign: Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign: Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity: Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules: Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account: Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products: Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record: 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.
Complete task: Marks a task as completed with optional completion notes. this is a convenience action that updates the task status to 'completed'.
Create account: Creates a new account in salesforce with the specified information.
Create campaign: Creates a new campaign in salesforce with the specified information.
Create contact: Creates a new contact in salesforce with the specified information.
Create lead: Creates a new lead in salesforce with the specified information.
Create note: Creates a new note attached to a salesforce record with the specified title and content.
Create opportunity: Creates a new opportunity in salesforce with the specified information.
Create task: Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Delete account: Permanently deletes an account from salesforce. this action cannot be undone.
Delete campaign: Permanently deletes a campaign from salesforce. this action cannot be undone.
Delete contact: Permanently deletes a contact from salesforce. this action cannot be undone.
Delete lead: Permanently deletes a lead from salesforce. this action cannot be undone.
Delete note: Permanently deletes a note from salesforce. this action cannot be undone.
Delete opportunity: Permanently deletes an opportunity from salesforce. this action cannot be undone.
Get account: Retrieves a specific account by id from salesforce, returning all available fields.
Get campaign: Retrieves a specific campaign by id from salesforce, returning all available fields.
Get contact: Retrieves a specific contact by id from salesforce, returning all available fields.
Get dashboard: Gets detailed metadata for a specific dashboard including its components, layout, and filters.
Get lead: Retrieves a specific lead by id from salesforce, returning all available fields.
Get note: Retrieves a specific note by id from salesforce, returning all available fields.
Get opportunity: Retrieves a specific opportunity by id from salesforce, returning all available fields.
Get report metadata: Gets detailed metadata for a specific report including its structure, columns, filters, and groupings.
Get report instance results: Gets the results of a report instance created by running a report. check status to see if report has completed.
Get user info: Retrieves information about the current user or a specific user in salesforce.
List accounts: Lists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
List campaigns: Lists campaigns from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
List contacts: Lists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
List dashboards: Lists all dashboards available in salesforce with basic metadata including name, id, and urls.
List email templates: Lists available email templates in salesforce with filtering and search capabilities.
List leads: Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
List notes: Lists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
List opportunities: Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
List reports: Lists all reports available in salesforce with basic metadata including name, id, and urls.
Log call: Logs a completed phone call as a task in salesforce with call-specific details like duration, type, and disposition.
Log email activity: Creates an emailmessage record to log email activity in salesforce, associating it with related records.
Mass transfer ownership: Transfers ownership of multiple records to a new owner in a single operation using salesforce's composite api for better performance.
Remove from campaign: 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.
Run report: Runs a report and returns the results. creates a report instance that can be checked for completion.
Run SOQL query: Executes a soql query against salesforce data. returns records matching the query with pagination support.
Search accounts: Search for salesforce accounts using multiple criteria like name, industry, type, location, or contact information.
Search campaigns: Search for salesforce campaigns using multiple criteria like name, type, status, date range, or active status.
Search contacts: Search for salesforce contacts using multiple criteria like name, email, phone, account, or title.
Search leads: Search for salesforce leads using multiple criteria like name, email, phone, company, title, status, or lead source.
Search notes: Search for salesforce notes using multiple criteria like title, body content, parent record, owner, or creation date.
Search opportunities: Search for salesforce opportunities using multiple criteria like name, account, stage, amount, close date, or status.
Search tasks: Search for salesforce tasks using multiple criteria like subject, status, priority, assigned user, related records, or dates.
Send email: Sends an email through salesforce with options for recipients, attachments, and activity logging.
Send email from template: Sends an email using a predefined salesforce email template with merge field support.
Send mass email: Sends bulk emails to multiple recipients, either using a template or custom content. processes in batches for better performance.
Update account: Updates an existing account in salesforce with the specified changes. only provided fields will be updated.
Update campaign: Updates an existing campaign in salesforce with the specified changes. only provided fields will be updated.
Update contact: Updates an existing contact in salesforce with the specified changes. only provided fields will be updated.
Update lead: Updates an existing lead in salesforce with the specified changes. only provided fields will be updated.
Update note: Updates an existing note in salesforce with the specified changes. only provided fields will be updated.
Update opportunity: Updates an existing opportunity in salesforce with the specified changes. only provided fields will be updated.
Update task: Updates an existing task in salesforce with new information. only provided fields will be updated.