All connectors

Salesforce integration

Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth

Connect Salesforce to Xenition and work with it from chat, from an agent, or on a schedule — alongside every other app you have connected, in one workspace.

What you can do with Salesforce

Ask in plain language and Xenition calls the right one:

…and 20 more Salesforce actions available in the workspace.

Give an agent access to Salesforce

An agent you create can use Salesforce on your behalf and keep working while you do something else. Every action an agent takes goes through an approval gate first, so nothing touches your Salesforce account without you agreeing to it.

Other connectors

Frequently asked questions

How do I connect Salesforce to Xenition?

Open the connectors directory in Xenition, find Salesforce, and sign in when the authorisation window opens. The connection is managed for you — there is no API key to create, paste or rotate.

What can Xenition do with Salesforce?

Xenition can run 50 different Salesforce actions, including Create Salesforce Account, Add contact to campaign, Add lead to campaign. You ask in plain language and the right one is called for you.

Can an agent use Salesforce on my behalf?

Yes. Agents can use Salesforce while you do something else, and every action passes through an approval gate before it runs.

Is there a free plan?

Yes. Xenition starts free with 25,000 credits a month and no credit card, and all connectors are available on every plan.