CRM
Salesforce
Look up or create a Lead and log a completed Task on reply, with a sync log you can replay.
- Connection
- API key
- Direction
- push
- Plan
- All plans
What works
- SOQL lookup then Lead creation
- Completed Task on reply
- Sync log with replay
Limitations
- Push only
- No inbound updates
Requirements
- Salesforce token and instance URL
Source: docs/INTEGRATIONS.md §1.4. Last tested 2026-11-04.
CRM direction
Push new contacts and reply notes to HubSpot, Pipedrive, Salesforce and Zoho; Salesforce and Zoho keep a sync log with replay.
Create a workspace. Prices are on the page.
Start on the Free plan. Credits never expire. There is no overage. Exact numbers are on Pricing.