Salesforce Integration
AgentsHub connects your AI sales workers directly to Salesforce so they log calls, update opportunities, and move deals forward — autonomously, with no manual data entry.
Free to start. No credit card required.
AgentsHub integrates with Salesforce so AI agents can read, write, and act on CRM data in real time.
An AI SDR built on AgentsHub can qualify an inbound lead, log the conversation to Salesforce, create a contact record, and schedule a follow-up — all without a human touching the CRM. This is role-based AI automation, not just data sync. Your AI Account Executive Assistant monitors open opportunities and flags deals that have gone cold. Your AI Sales Coach pulls performance data from Salesforce to surface coaching moments for reps. Every agent knows its role and acts within its defined scope. The Salesforce integration connects via ComposioHQ, giving your agents secure, scoped access to the objects and actions they need — Contacts, Leads, Accounts, Opportunities, Tasks, and Activity logs.
AI agents create new contacts from inbound conversations, update fields, and merge duplicates — keeping your CRM clean without manual input.
After every AI-handled call or email exchange, agents write structured activity logs to Salesforce with timestamps, outcomes, and next steps.
Agents update opportunity stages based on conversation outcomes — from Prospecting to Closed Won — with full audit trail in Salesforce.
When a deal needs a human touchpoint, the AI agent creates a Task in Salesforce and assigns it to the right rep with context attached.
AI agents query Salesforce for pipeline snapshots, win/loss ratios, or stage distribution — and surface results in Slack, email, or dashboards.
Deploy any of these role-specific AI agents with Salesforce connected from day one.
Set up the Salesforce integration in minutes — no engineering team required.
Authenticate your Salesforce org via OAuth. AgentsHub requests only the scopes your agents need.
Select from pre-built AI roles — SDR, Account Executive Assistant, Sales Coach — or define a custom job title.
Define which objects your agent can read and write: Leads, Contacts, Opportunities, Tasks, or all of them.
Activate the agent. It begins working inside Salesforce immediately — logging, updating, and escalating based on its defined role.
See what changes when your AI agent works inside Salesforce.
| Task | Before (Manual) | After (AI-Automated) |
|---|---|---|
| Log a sales call | Rep manually writes call notes and updates Salesforce after every call — often skipped or delayed. | AI agent writes structured call summary to Salesforce within seconds of the conversation ending. |
| Qualify an inbound lead | SDR reviews lead, asks qualification questions over email, updates lead score manually. | AI Lead Qualifier engages the lead, scores them against criteria, and updates the Salesforce record automatically. |
| Update opportunity stage | AE updates deal stage after each meeting — often days late, missing nuance. | AI agent reads conversation outcome and moves the opportunity to the correct stage with a logged rationale. |
| Assign follow-up tasks | Manager manually creates follow-up tasks and assigns them to reps in Salesforce. | AI agent creates and assigns Tasks in Salesforce based on deal status and defined escalation rules. |
| Pull pipeline report | Sales ops runs manual Salesforce report and distributes via email — weekly at best. | AI agent queries Salesforce on demand and surfaces pipeline snapshots in Slack or email instantly. |
Deploy an AI agent connected to Salesforce in minutes. No coding. No migration. No credit card.
Free to start. No credit card required.