--- title: "Salesforce Pro Integration" description: "Full Salesforce CRM automation for complex sales operations. Agents create leads, convert contacts, query with SOQL, send emails, manage campaigns, and handle file attachments. 25 actions." url: https://flowrunner.ai/integrations/salesforce-pro date_modified: 2026-08-12T15:40:33-07:00 --- # Salesforce Pro [CRM](https://flowrunner.ai/integrations/category/crm-sales) Full Salesforce CRM automation for complex sales operations. Agents create leads, convert contacts, query with SOQL, send emails, manage campaigns, and handle file attachments. 25 actions. [Verified](https://flowrunner.ai/integrations/verified "What does verified mean?") · 25 actions · OAuth · available [Salesforce Pro website](https://salesforce.com/) · Capability data verified 2026-08-12 1. Inbound lead arrives from web form 2. Agent creates lead in Salesforce and enriches with Apollo company data 3. Agent scores lead against firmographic ICP criteria 4. High-scoring leads converted to contact and opportunity and assigned to territory rep 5. Rep receives Slack notification with full lead context and ICP score 6. Low-scoring leads enrolled in Mailchimp nurture campaign automatically 7. Lead conversions paused for sales manager approval before Salesforce converts the record ## What This Integration Enables The Salesforce Pro integration is designed for enterprise sales operations where the data model is complex and the workflows are multi-step. Agents operate across Salesforce objects, manage parent-child relationships, convert leads through the full lifecycle, run custom queries, and handle the document layer that accompanies enterprise deals. ### Without FlowRunner **Manual lead qualification**: SDRs review each lead, research the company, and decide on routing individually **Inconsistent lead conversion**: Different reps convert leads at different points in the process **Manual campaign attribution**: Revenue ops runs SOQL queries against spreadsheets to build attribution reports ### With FlowRunner **Scored leads routed automatically**: ICP criteria applied to every lead with conversion triggered above threshold **Controlled lead conversion**: Every conversion requires explicit manager approval with the decision logged **Weekly automated attribution**: SOQL query runs every week and posts campaign ROI to revenue ops channel ## Use Case Scenarios ### Lead Qualification and Conversion Pipeline An inbound lead from a web form arrives. The agent creates the lead in Salesforce, enriches it with company data from Apollo, and scores it based on firmographic criteria. If score is above threshold, the agent converts the lead to a contact and opportunity automatically, assigns it to the right rep based on territory, and sends the rep a Slack notification with the full context. If score is below threshold, the lead goes into the nurture campaign automatically. ### Deal Desk Document Package A deal reaches the Proposal stage. The agent finds all child records on the opportunity: products, quantities, discounts. It generates a quote document using the line items, attaches it to the Salesforce opportunity as an Enhanced Note and a File, sends it to the customer via email, and logs the send in the activity timeline. The sales rep has a complete paper trail without manually assembling anything. ### Campaign Attribution Reconciliation Each week, an agent runs a SOQL query against closed opportunities to identify which campaign each contact was associated with at the time of conversion. It generates an attribution report, posts it to the #revenue-ops Slack channel, and updates custom attribution fields on each opportunity. Marketing gets accurate campaign ROI data without pulling spreadsheets. ## Human-in-Loop Highlight Lead conversion is irreversible in Salesforce. Before executing a Convert Lead to Contact action, the agent pauses and routes the conversion request to the sales manager via Slack: "Lead \[Name\] at \[Company\] scored 87. Ready to convert and assign to \[Rep Name\]. Confirm or reassign?" The manager approves in one click. The agent converts. The decision and approver are logged. No phantom conversions, no territory disputes. Agent processes routinely Detects exception requiring judgment Clear match Continues automatically Ambiguous Routes to human via Slack Human decides Agent resumes with decision ## Agent Capabilities 25 actions ### Record Management 9 - **Create Record** Creates any standard or custom Salesforce object. Used when agents need to create objects beyond contacts and leads: opportunities, cases, custom objects. - **Create Record (UTC)** Creates a record with UTC-normalized timestamp fields. Used for globally distributed teams where timestamp consistency is required. - **Update Record** Modifies fields on any Salesforce record. Used to keep records current as workflow steps complete. - **Update Record (UTC)** Updates with UTC timestamp normalization. Used for audit-sensitive workflows requiring consistent time zones. - **Delete Record** Removes a record. Used in data governance and cleanup workflows. - **Find Record** Searches for a single record by field criteria. Used as a pre-check before creating records to avoid duplicates. - **Find Records** Returns multiple records matching criteria. Used for bulk processing or reporting workflows. - **Find Record by Query** Executes a SOQL query to retrieve a single record. Used when standard field filters are insufficient. - **Find Records by Query** Executes a SOQL query returning multiple records. Used for complex data retrieval across multiple objects with joins, conditions, and ordering. ### Lead and Contact Operations 7 - **Create Lead** Creates a new lead record. Used in inbound lead capture workflows from forms, ads, or email campaigns. - **Create Contact** Creates a contact directly. Used when a prospect bypasses lead status and enters the pipeline as a known contact. - **Convert Lead to Contact** Executes the lead conversion process in Salesforce, creating or merging a contact, account, and opportunity. Used when a lead qualifies: the agent converts them automatically, creates the opportunity, and routes to the owning rep. - **Update Lead** Modifies lead properties. Used in enrichment and qualification workflows. - **Update Contact** Modifies contact properties. Used for ongoing record maintenance as contacts engage with campaigns or take actions. - **Add Lead to Campaign** Associates a lead with a Salesforce campaign. Used in marketing automation workflows where leads need tracking against specific programs. - **Add Contact to Campaign** Associates a contact with a campaign. Used for existing customers and prospects in nurture programs. ### Relationships and Child Records 2 - **Create Child Records (with line item support)** Creates child records from line items and sets the parent-child relationship. Used for order line creation, opportunity products, or any parent-child object relationship. - **Find Child Records** Retrieves child records associated with a parent. Used when agents need the full detail set on a complex record: an opportunity with all its line items. ### Communications and Files 7 - **Send Email** Sends an email from Salesforce using the record's email action. Used to send communications that appear in the Salesforce activity timeline, maintaining a single system of record for customer touchpoints. - **Create Note** Adds a standard note to a record. Used to log agent activity and decisions in the Salesforce record's activity feed. - **Create Enhanced Note** Creates a rich-text note using Salesforce's enhanced notes feature. Used for more structured documentation of agent findings or workflow outputs. - **Create File** Creates a Salesforce File (ContentDocument). Used when agents generate documents that need to be stored against Salesforce records. - **Create Attachment** Attaches a file to a specific record. Used for legacy attachment workflows or when a specific file-to-record link is required. - **Add File to Record** Associates an existing file with a record. Used when files need to be linked to multiple records or when files are created separately before association. - **Get Record Attachments** Retrieves all attachments on a record. Used in document review and audit workflows. ## Frequently Asked Questions ### What can FlowRunner do with Salesforce Pro? FlowRunner agents can run Add Contact to Campaign, Add File to Record, and Add Lead to Campaign in Salesforce Pro, plus 22 more actions. ### Does connecting Salesforce Pro to FlowRunner require OAuth? Yes. Salesforce Pro connects to FlowRunner with OAuth 2.0, so agents authenticate without handling raw credentials. ### Can Salesforce Pro trigger a FlowRunner workflow automatically? Salesforce Pro doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger. **Work at Salesforce Pro?** This integration exposes Salesforce Pro to AI agents on every FlowRunner plan, including through MCP, at no cost to you. [See what FlowRunner offers integration partners](https://flowrunner.ai/integrations/partners), including how to keep this page current. --- Markdown version of https://flowrunner.ai/integrations/salesforce-pro. Site index: https://flowrunner.ai/llms.txt