Use Salesforce with AI
Connect nowKeep leads and opportunities up to date.
CRM & pipeline
Using Salesforce in an agency
Salesforce shows up in larger groups and in some US brokerages as the CRM of record. The agency-shaped work is still leads, viewings and follow-up tasks. A bot that “updates Salesforce” without a field map will put a vendor’s mobile number in a field meant for something else. Start with a note and a task, which are easy to read back.
Specialist UK agency products are not Salesforce. If your negotiators live in Reapit, this page is not their day. Connecting Salesforce does not unlock a package feature you have not bought.
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
- ReadFind leads and contacts
- Update recordsAdd notes, tasks and updates
Before you connect
- Account you’ll need
- A Salesforce organisation
- Who connects it
- Connected once by an admin, for the organisation.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Connect with browser login
Use browser login for compatible tasks in your CRM. We’ll check what your assistant can do after you connect.
Questions
What account does Salesforce need?
A Salesforce organisation
Will a bot change Salesforce without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
Is KeyAccess an official Salesforce partner?
No. You connect an account you or your agency already have, through Salesforce’s own sign-in, where that connection is in the catalogue.