Agent One+Salesforce

Enterprise-grade integration to push leads, opportunities, and support cases from your AI agent into Salesforce.

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Key Features

What you can do with the Salesforce integration.

  • Lead and Contact creation
  • Case management automation
  • Custom object support
  • Enterprise security compliance

Why use this integration?

Connecting Agent One to Salesforce allows you to streamline your workflow and ensure data consistency across your organization.

Whether you need to automate support responses, capture leads, or sync your knowledge base, this integration bridges the gap between your AI agent and your daily operations.

How to Connect

1

Go to Agent One Dashboard > Integrations > Salesforce.

2

Authenticate with your Salesforce Org (Production or Sandbox).

3

Map Agent One fields to Salesforce Object fields.

4

Configure lead routing rules.

5

Test the connection with a sample lead.

Ready to get started?

Log in to your dashboard to configure the Salesforce integration.

Go to Settings

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