Every Monday at 8am
Tasks for deals past their close date
Every Monday, each owner gets a Salesforce task for open deals whose close date has passed, so the forecast stays honest.
Salesforce integration: an AI agent that works in your CRM
Letaido's Salesforce integration lets an AI agent query, update and report on your CRM, and use it with 64 other apps.
Best Salesforce integration jobs to start with
Real CRM chores, each checked step by step. Open one to watch it run.
When you ask
Add event attendees to a Salesforce campaign
Paste a sheet of event attendees and the agent adds the matching leads and contacts to your Salesforce campaign as Attended.
When you ask
Find missing emails for Salesforce leads
Leads with a name and website but no email get a work email from Hunter, added only when Hunter scores it 80 or higher.
When you ask
Draft follow-ups for quiet deals in Gmail
The agent finds your open deals with no activity in two weeks and drafts a follow-up to each primary contact.
On the 1st of every month
Monthly revenue by lead source in Sheets
On the 1st of each month, add last month's won revenue and deal count per lead source to your sheet.
Every morning at 8am
Won deals to a case study tracker in Notion
Every morning, newly won Salesforce deals land in your Notion case study database, ready for marketing to ask for a story.
Salesforce integration options, compared
Five common ways teams connect Salesforce to their other tools.
| Option | Plain English setup | Reasons over the data | Runs on a schedule | No developers | Thousands of apps |
|---|---|---|---|---|---|
 Letaido AI agent | Yes | Yes | Yes | Yes | No |
| AgentExchange apps (formerly AppExchange) | No | No | Yes | Yes | Partly |
| Zapier, Make and similar | Partly | Partly | Yes | Yes | Yes |
| Salesforce APIs | No | No | Partly | No | Partly |
| Salesforce Hosted MCP Servers | Yes | Yes | Partly | Yes | Partly |
Read the full comparison
| Option | How it works | Best for | Watch out for |
|---|---|---|---|
| Letaido AI agent | You describe the job. The agent finds, reads and updates the records, and can use 64 other apps in the same run. | CRM chores that need judgement, like chasing stale deals or filling gaps in leads. | 65 apps, not thousands. No Salesforce event triggers yet, so jobs run on a schedule or when you ask. Allow all read operations once per app; approve each kind of write once. |
| AgentExchange apps (formerly AppExchange) | Packaged apps, agents and Slack apps from Salesforce partners, installed into your org. | A ready connection to one tool, such as e-signature, a dialer or billing. | Each app does what its builder chose. Check edition support and the vendor's price. |
| Zapier, Make and similar | Trigger and action workflows, such as a new lead creating a row somewhere else. | Simple handoffs between Salesforce and thousands of apps. | Salesforce is a Premium app on Zapier, and most of its triggers poll. You build and fix each workflow. |
| Salesforce APIs | Developers use the REST, Bulk and Pub/Sub APIs, or Apex, to build their own integration. | In-house systems, large data loads and exact requirements. | Needs developers. API access comes with Enterprise, Unlimited, Performance and Developer editions. |
| Salesforce Hosted MCP Servers | Let MCP clients such as Claude, ChatGPT or Cursor read and change records, with per-user sign-in. | Looking up or editing records while you chat. | Salesforce says they are for customers with Flex Credits, and usage may be billed. Scheduling depends on your client. |
How the Salesforce integration works
Connect Salesforce once. After that, you describe each job in plain English.
-
1Connect with Salesforce after a one time admin setup
- 2Ask for a job in a chat, or start from an example above
-
3Approve the first run
Allow all read operations once per app; approve each kind of write once.
-
4Watch the first run in the chat
Save it to run every morning or every Monday.
How a Salesforce job starts
Letaido has no Salesforce event triggers yet. A schedule starts the job, or you do.
- On a scheduleEvery morning, every Monday or on the 1st, reading a set window such as the past week.
- When you askType the job in a chat, like filling missing emails or loading event attendees, and it runs once.
Setup details
Create the app in Salesforce (admin, once)
A System Administrator opens External Client App Manager, creates an app with OAuth on, adds Letaido's callback URL and the api and refresh_token scopes, and shares the Consumer Key.
Wait for it to go live
A new External Client App can take up to 30 minutes before it accepts sign-ins.
Connect with Salesforce
In Letaido, enter your My Domain URL and the Consumer Key, then sign in and click Allow. The agent acts as you, with your object and field permissions.
Watch the first run
Letaido runs the job once in the chat. Allow all read operations once per app; approve each kind of write once. Then save it to repeat.
Every Salesforce action the agent can take
67 actions in 12 groups, from record searches to reports and bulk loads.
ReadsWrites
Best apps to combine with Salesforce
ActiveCampaignEmail marketing
AirtableProductivity
ApifyData/Scraping
ApolloSales prospecting
CalendlyMeetings
ChargebeePayments
ClaySales prospecting
FathomMeetings
Fireflies.aiMeetings
GmailCommunication
GoldcastMeetings
GongMeetings
Google AdsAdvertising
Google CalendarMeetings
Google DocsProductivity
Google SheetsProductivity
GranolaMeetings
HubSpotCRM
HunterSales prospecting
IntercomCommunication
Kit (ConvertKit)Email marketing
KlaviyoEmail marketing
LinearProductivity
LinkedIn AdsAdvertising
LumaMeetings
MailchimpEmail marketing
Meta Ads (Facebook & Instagram)Advertising
Microsoft Advertising (Bing Ads)Advertising
NeverBounceSales prospecting
NotionProductivity
PaddlePayments
PostHogAnalytics
ResendEmail marketing
SemrushSEO
SendGridEmail marketing
ShopifyE-commerce
SlackCommunication
StripePayments
TwilioCommunication
WordPressContent/CMS
ZoomMeetings
Related integrations
Frequently asked
How do I connect Salesforce to Letaido? +
A System Administrator creates an External Client App in Salesforce once. It can take up to 30 minutes to go live. Then you enter your My Domain URL and the app's Consumer Key in Letaido and click Connect with Salesforce.
Which Salesforce editions work with Letaido? +
Editions with API access: Enterprise, Unlimited, Performance and Developer. Professional Edition needs Salesforce's API add-on. Starter has no API, so it can't connect.
Can a change in Salesforce start a job? +
Not yet. Letaido has no Salesforce event triggers, so jobs run on a schedule, such as every morning, or when you ask. Each scheduled job reads a set window, such as the past week or last month.
What do I approve before it changes Salesforce? +
Allow all read operations once per app; approve each kind of write once. The agent also acts with the connected user's permissions, so it can't touch records that user can't.
What can Salesforce integrate with? +
In Letaido, Salesforce works with any of 64 other apps in the same run. Jobs with Google Sheets, Hunter, Gmail, Notion and Slack are checked step by step. For example, it can look up missing lead emails in Hunter or add won deals to a Notion database.
Is there a Salesforce MCP server? +
Yes. Salesforce Hosted MCP Servers let MCP clients such as Claude, ChatGPT and Cursor read and change records while you chat. Salesforce says they are for customers with Flex Credits, and usage may be billed. Letaido is not an MCP server. It has its own Salesforce connector, combines it with your other apps and runs whole jobs on a schedule or when you ask.
How is Letaido different from Agentforce? +
Agentforce is Salesforce's own platform for AI agents that work inside Salesforce. Letaido is a separate AI agent that connects to Salesforce through its API and uses it together with your other apps, such as Google Sheets, Gmail and Notion.
Should I use Zapier or Make for Salesforce instead? +
Zapier and Make run trigger and action workflows, such as a new lead creating a row somewhere else, across thousands of apps. Salesforce is a Premium app on Zapier, and you build and fix each workflow. With Letaido you describe the job and the agent reasons over the records, but it works with 65 apps and has no Salesforce event triggers yet.
Give an AI agent your Salesforce busywork
Connect Salesforce, then ask for a job like "Give owners a Salesforce task for overdue deals every Monday". Leta gets it done on your schedule, or the moment you ask.
Get LetaidoRead and query records7
Fetch individual records, lists of records, recently viewed items, deleted or updated record IDs, and files from any Salesforce object.
- Get record
- Get records
- Get record by external ID
- Get record blob
- Get deleted records
- Get updated records
- List recently viewed
Create, update, and delete records10
Create, update, upsert, or delete individual records or batches of up to 200 records, and upload files to Salesforce Files.
- Create record
- Create records
- Create record tree
- Update record
- Update records
- Upsert record
- Upsert records
- Delete record
- Delete records
- Upload file
Search and query data5
Run SOQL queries, full-text SOSL searches, parameterized searches, and recycle-bin queries to find records across the org.
- Query
- Query all
- Search
- Parameterized search
- Explain query
Bulk load and export data8
Start, monitor, and retrieve results from asynchronous Bulk API 2.0 jobs for large-scale inserts, updates, deletes, and queries.
- Bulk ingest
- Bulk query
- Get bulk job
- Get bulk ingest results
- Get bulk query results
- List bulk jobs
- Abort bulk job
- Delete bulk job
Run and manage reports14
Create, run, update, clone, or delete saved reports, and retrieve report results synchronously or asynchronously.
- List reports
- Create report
- Update report
- Clone report
- Delete report
- Run report
- Run report async
- Get report instance
- List report instances
- Describe report
- Describe report type
- List report types
- List report filter operators
- List folders
View and refresh dashboards5
List, describe, and retrieve data from dashboards, check their refresh status, and trigger a data refresh.
- List dashboards
- Describe dashboard
- Get dashboard results
- Get dashboard status
- Refresh dashboard
Manage approval processes4
Submit records for approval, approve, reject or recall pending work items, and list active approval processes and pending items.
- List approval processes
- List pending approvals
- Submit for approval
- Process approval work item
Use list views3
List, describe, and run saved list views to retrieve the rows a user sees in the Salesforce UI.
- List list views
- Get list view
- Get list view results
Publish platform events1
Publish a platform event to trigger listening flows, Apex triggers, and external subscribers.
- Publish platform event
Explore org schema and metadata3
List objects, describe fields and relationships, get approximate record counts, and understand the org's data model.
- Describe global
- Describe object
- Count records
Read org and user info3
Get details about the org (edition, limits, sandbox status) and the authenticated user's identity and locale settings.
- Get current user
- Get organization
- Get limits
Admin and advanced4
Make raw REST, batch, composite, or composite-graph API calls for any Salesforce API not covered by typed actions.
- API request
- Batch request
- Composite request
- Composite graph