Salesforce CRM Automation
Interact with Salesforce CRM or trigger workflows from Salesforce events.
Salesforce is a Salesintegration for Zoen, the AI workspace where teams build and deploy AI agents. Zoen's Salesforce integration provides 40 Salesforce tools and 6 real-time triggers that AI agents can use inside Zoen's visual workflow builder. Salesforce connects with one-click OAuth. Free to start at zoen.space.
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Overview
Integrate Salesforce CRM into your workflow. Automate your CRM by managing accounts, contacts, leads, opportunities, cases, and tasks, all with powerful workflow automation. Use Zoen’s AI agents to keep your Salesforce data in sync, automate follow-ups, and eliminate manual CRM work.
How to automate Salesforce with Zoen
Create a free account
Sign up at zoen.space in seconds. No credit card required. Your workspace is ready immediately.
Add a Salesforce block
Open your workspace, drag a Salesforce block onto the workflow builder, and connect your account with one-click OAuth.
Configure, connect, and run
Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your Salesforce automation is live.
Real-time triggers
Connect a Salesforce webhook to Zoen and your agent runs the instant an event happens, no polling, no delay. For example, trigger a workflow when a new Salesforce record is created or an opportunity stage changes, and let Zoen handle the automation immediately.
Salesforce Record Created
Trigger workflow when a Salesforce record is created
Salesforce Record Updated
Trigger workflow when a Salesforce record is updated
Salesforce Record Deleted
Trigger workflow when a Salesforce record is deleted
Salesforce Opportunity Stage Changed
Trigger workflow when an opportunity stage changes
Salesforce Case Status Changed
Trigger workflow when a case status changes
Salesforce Webhook (All Events)
Trigger workflow on any Salesforce webhook event
Agent templates
Ready-to-use templates featuring Salesforce. Click any to build it instantly.
Supported tools
40 Salesforce tools available in Zoen
Get Accounts
Retrieve accounts from Salesforce CRM
Create Account
Create a new account in Salesforce CRM
Update Account
Update an existing account in Salesforce CRM
Delete Account
Delete an account from Salesforce CRM
Get Contacts
Get contact(s) from Salesforce - single contact if ID provided, or list if not
Create Contact
Create a new contact in Salesforce CRM
Update Contact
Update an existing contact in Salesforce CRM
Delete Contact
Delete a contact from Salesforce CRM
Get Leads
Retrieve lead(s) from Salesforce CRM
Create Lead
Create a new lead
Update Lead
Update an existing lead
Delete Lead
Delete a lead
Get Opportunities
Get opportunity(ies) from Salesforce
Create Opportunity
Create a new opportunity
Update Opportunity
Update an existing opportunity
Delete Opportunity
Delete an opportunity
Get Cases
Get case(s) from Salesforce
Create Case
Create a new case
Update Case
Update an existing case
Delete Case
Delete a case
Get Tasks
Get task(s) from Salesforce
Create Task
Create a new task
Update Task
Update an existing task
Delete Task
Delete a task
List Reports
Get a list of up to 200 recently viewed reports for the current user
Get Report
Get the describe (definition and metadata) for a specific report
Run Report
Execute a report and retrieve the results
List Report Types
Get a list of available report types
List Dashboards
Get a list of recently used dashboards for the current user
Get Dashboard
Get details and results for a specific dashboard
Refresh Dashboard
Refresh a dashboard to get the latest data
Run SOQL Query
Execute a custom SOQL query to retrieve data from Salesforce
Get More Query Results
Retrieve additional query results using the nextRecordsUrl from a previous query
Describe Object
Get metadata and field information for a Salesforce object
List Objects
Get a list of all available Salesforce objects
Create Custom Field
Create a custom field on a Salesforce object (e.g., Account) using the Tooling API
Update Custom Field
Update an existing custom field on a Salesforce object using the Tooling API
Delete Custom Field
Delete a custom field from a Salesforce object using the Tooling API
Create Custom Object
Create a custom object in Salesforce using the Tooling API
Run Tooling Query
Execute a SOQL query against the Tooling API to inspect metadata objects
Frequently asked questions
Zoen's Salesforce integration adds 40 Salesforce tools and 6 real-time triggers to the AI agents you build in Zoen's visual workflow builder — you build it all visually. Interact with Salesforce CRM. Teams often pair Salesforce with Rippling and Linear in the same agent.
Start automating Salesforce today
Build your first AI agent with Salesforce in minutes. Connect to every tool your team uses. Free to start, no credit card required.