Salesforce Automation

Available Operations

Actions you can perform with Salesforce

Get Leads

Retrieve leads from Salesforce CRM

Create Lead

Create a new lead in Salesforce CRM

Convert Lead

Convert a lead to contact, account, and opportunity

Get Contacts

Retrieve contacts from Salesforce CRM

Create Contact

Create a new contact in Salesforce CRM

Get Accounts

Retrieve accounts from Salesforce CRM

Create Account

Create a new account in Salesforce CRM

Get Opportunities

Retrieve opportunities from Salesforce CRM

Create Opportunity

Create a new opportunity in Salesforce CRM

Get Campaigns

Retrieve marketing campaigns from Salesforce

Create Campaign

Create a new marketing campaign in Salesforce

Run SOQL Query

Execute a custom SOQL query against Salesforce

Get Record by ID

Retrieve any Salesforce record by its ID and object type

Create Task

Create a new task in Salesforce, optionally linked to a record

Get User

Retrieve a Salesforce user by ID

Get Notes

Retrieve notes attached to a Salesforce record

Use Cases

Real-world automations you can build today

Auto-sync leads

Capture and sync new leads to Salesforce automatically without touching a keyboard.

Convert leads fast

Transform qualified leads into opportunities and accounts based on your triggers.

Bulk contact import

Pull contacts from any source and populate them into Salesforce instantly.

Campaign management

Create and manage Salesforce campaigns triggered by external events or data changes.

How It Works

Get started in minutes

1

Connect

Authenticate TaskAGI with your Salesforce account using OAuth.

2

Configure

Map your data fields and set up triggers for when actions should fire.

3

Build

Create workflows that pull leads, create contacts, convert opportunities, or manage campaigns.

4

Deploy

Activate your workflow and watch automation run 24/7.

Frequently Asked Questions

How do I connect Salesforce?

Click 'Add Integration' in TaskAGI, select Salesforce, and authorize via OAuth. We handle the rest.

Can I sync existing Salesforce data?

Yes. Use the Get Leads, Contacts, Accounts, or Opportunities operations to pull existing data into your workflows.

What Salesforce objects can I automate?

Leads, contacts, accounts, opportunities, and campaigns. All standard operations are available.

Is there a limit to how many records I can sync?

No. TaskAGI scales with your Salesforce data. You're only limited by your Salesforce API limits.

365+ Integrations Available

Connect Salesforce to all your favorite tools

View all integrations

Salesforce + TaskAGI