Use Salesforce with NimbleBrain.
Connect Salesforce and just ask — no workflow to build. Salesforce is a leading CRM platform integrating sales, service, marketing…. The agent gets 40 actions, running under your own credentials.
Actions
Everything the agent can do in Salesforce
40 actions
- Create account
- Create campaign
- Create campaign record via post
- Create contact
- Create lead
- Create lead with specified content type
- Create new contact with json header
- Create note
- Create note record with content type header
- Create opportunity
- Create opportunity record
- Create task
- Get account
- Get campaign
- Get contact
- Get dashboard
- Get lead
- Get note
- Get note by id with fields
- Get opportunity
- Get report
- Get report instance
- Get user info
- List accounts
- List campaigns
- List contacts
- List dashboards
- List email templates
- List leads
- List notes
- List opportunities
- List reports
- Update account
- Update campaign
- Update contact
- Update contact by id
- Update lead
- Update note
- Update opportunity
- Update task
Getting connected
Three steps, and Salesforce is reachable.
-
Install it
Find Salesforce in the directory inside your workspace and install it. No adapter for us to build first, no queue to join.
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Connect the account
Sign in at the vendor, or hand an admin credential over once. Tokens stay with the workspace or the person who owns them — never pooled, never copied to us.
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Ask for the work
The tools show up in front of the agent, under the same access wall as everything else. Describe the job in plain language, or put it on a schedule.
