Salesforce integration

Connect Salesforce to your AI agent.

Salesforce is the enterprise CRM standard. An agent reads and updates it without manual data entry. Build the agent by describing it to Ace, connect Salesforce, and it starts working, no code required.

Your AI agent, working in Salesforce

Your agent reads and updates your CRM, so leads get captured, enriched, and moved through your pipeline automatically. It logs the conversation and keeps records current without manual data entry. Salesforce is one of 50+ tools your agent can use, and the same agent can also live on your website, in chat platforms, and in the marketplace.

How it works

  1. 1

    Describe your agent

    Tell Ace what you want the agent to do with Salesforce. No code, no API wiring by hand.

  2. 2

    Connect Salesforce

    Authorise the Salesforce connection so your agent can use it as a tool.

  3. 3

    Go live

    The agent starts using Salesforce as part of its work, with your approval rules in place.

What your agent does with Salesforce

  • Create and update leads and contacts
  • Log activity automatically
  • Surface record details in conversation

Frequently asked

Do I need code to connect Salesforce?+

No. You describe the agent to Ace and authorise the Salesforce connection. Squidgy handles the integration plumbing.

Will it keep my CRM clean?+

It writes structured updates and logs interactions, so records stay current. You control which fields and stages it's allowed to change.

Can my agent use Salesforce alongside other tools?+

Yes. Salesforce is one of 50+ integrations plus MCP and custom HTTP tools, so your agent can combine it with everything else it needs in a single workflow.

Connect Salesforce to your agent

Describe your agent to Ace, connect Salesforce, and it starts working. No code, live in a day.

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