Salesforce Integration — Automate Salesforce with AI on Beauto

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

Category: crm, contact management · 179 actions available

What you can automate with Salesforce

Beauto connects Salesforce with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Salesforce events, enrich Salesforce data with AI, or sync Salesforce with the rest of your stack — without writing code.

  • Sync Salesforce data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
  • Trigger AI agents on new Salesforce events and route the output anywhere
  • Schedule recurring Salesforce tasks — daily reports, cleanups, or bulk updates
  • Use natural language to describe the workflow; Beauto builds it for you

Salesforce actions Beauto supports

  • Add contact to campaign — Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.
  • Add lead to campaign — Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` must be valid Salesforce IDs of active, existing records — names or emails cannot
  • 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. Allow a brief propagation delay before querying updated ownership or fiel
  • Associate contact to account — Associates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact. For broader contact field updates alongside the account association, use SALESFORCE_UPDATE
  • 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.
  • Close or abort a job — Tool to close or abort a Salesforce Bulk API v2 ingest job. Use when you need to finalize job processing by closing (state: UploadComplete) or cancel a job by aborting (state: Aborted). This is required for every ingest
  • 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. Returns the created Account's ID at `data.response_data.id`.
  • Create a record — Tool to create a Salesforce record using the UI API. Use when you need to create any type of Salesforce record with layout metadata and formatted field values.
  • Create campaign — Creates a new campaign in Salesforce. Only `name` is universally required, but org-level validation rules commonly enforce `type`, `status`, `start_date`, and `end_date` as well — omitting them may cause creation to fail
  • Create contact — Creates a new contact in Salesforce with the specified information. Writes to live CRM data — obtain explicit user confirmation before executing. Failures may reflect org-specific validation rules, permission restriction
  • Create custom field — Tool to create a custom field on a Salesforce object using the Tooling API. Use when you need to add a new field (Text, Number, Checkbox, Date, Picklist, Lookup, etc.) to any standard or custom object without deploying m
  • Create custom object — Tool to create a custom object in Salesforce using the Metadata API. Use when you need to dynamically create new object types (tables) in Salesforce with custom fields and configurations.
  • Create lead — Creates a new lead in Salesforce. `LastName` and `Company` are required. Org-level validation rules (e.g., email format, custom required fields) may reject requests beyond these; inspect the error response body for the f
  • Create note — Creates a new note attached to a Salesforce record with the specified title and content. Does not deduplicate — identical calls create duplicate notes. High-volume creation can trigger REQUEST_LIMIT_EXCEEDED; apply expon
  • Create opportunity — Creates a new opportunity in Salesforce with the specified information.
  • Create SObject record — Tool to create a new Salesforce SObject record. Use when you need to create any type of standard or custom Salesforce object record by specifying the object type and field values.
  • Create sObject tree — Tool to create one or more sObject trees with root records of the specified type. Use when creating nested parent-child record hierarchies in a single atomic operation (e.g., Account with Contacts and Opportunities). Sup
  • Create task — Creates a new task in Salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records. Ensure who_id, what_id, and owner_id reference existing records before calling; invalid IDs cause
  • 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. Associated records (activities, opportunities) lose the contact reference upon deletion — ensure related data is migrated or acceptable to lose
  • Delete file — Tool to permanently delete a file from Salesforce. Use when you need to remove a file and its content. This operation cannot be undone.
  • Delete job query — Tool to delete a Salesforce Bulk API v2 query job. Use when you need to permanently remove a job and its associated data. Only the user who created the job can delete it, and the job must be in a completed state.
  • 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.
  • Delete sObject record — Tool to delete a single Salesforce record by its ID. Use when you need to permanently remove a specific record from Salesforce. This operation is idempotent - deleting the same record multiple times returns success. Work
  • Delete multiple records (SObject Collections) — Tool to delete up to 200 records in one request with optional rollback. Use when you need to delete multiple records efficiently, reducing API calls.
  • Execute sObject Quick Action — Tool to execute a specific quick action on an sObject to create records with pre-configured defaults. Use when you need to leverage Salesforce Quick Actions to streamline record creation with field mappings and default v
  • Execute SOSL search — Execute a SOSL search to search across multiple Salesforce objects. Use when you need to search for text across multiple object types simultaneously.
  • Get batch of UI API records — Tool to retrieve multiple Salesforce records in a single request with customizable field selection. Use when you need to fetch data for multiple records at once (up to 200 records).
  • Get account — Retrieves a specific account by ID from Salesforce, returning all available fields.
  • Get all objects — Retrieves all Salesforce objects (standard and custom) with detailed metadata. Each object includes a 'custom' field to identify custom objects. Use when you need to discover available objects or their capabilities.
  • Get all fields for an object — Retrieves all fields (standard and custom) for a Salesforce object with complete metadata including field types, constraints, picklist values, and relationships.
  • Get all navigation items — Gets all navigation items (tabs) that the user has access to. Use when you need to retrieve available navigation tabs for display or navigation purposes.
  • Get API resources by version — Tool to discover available REST API resources for a specified Salesforce API version. Use when you need to find available endpoints and their URIs for a specific API version.
  • Get an app — Tool to get metadata about a specific Salesforce app by ID. Use when you need to retrieve app configuration details and navigation items for a particular application.

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
  • 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.

Related integrations

Browse all 900+ integrations →

Get started with Salesforce on Beauto

Sign up free, connect your Salesforce account in one click, and describe the workflow you want in plain English. Beauto's AI handles the rest — no API keys or code required.

Try Beauto free · Browse all 900+ integrations · How it works