Salesforce Essentials

CRM

Core Salesforce CRM automation for contacts, leads, and campaigns. Agents create records, find existing entries, update data, add contacts and leads to campaigns, and attach files. 7 focused actions for essential CRM operations.

7 actions available

Prospect submits contact form on website via Typeform or Google Forms

Agent calls Find Record by email to check for existing Salesforce contact

Agent calls Create Record to add new lead if no existing record found

Agent calls Add Lead to Campaign to associate lead with current campaign

Sales team notified of new attributed lead via Slack

Multiple matching records on same email domain routed to CRM admin for resolution

What This Integration Enables

Salesforce Essentials integration covers the high-frequency CRM operations that most workflows need: create a contact from a new lead, find a record before creating a duplicate, update fields when data changes, add prospects to campaigns, and attach documents to records. For teams graduating from manual CRM entry, this is the starting point.

Without FlowRunner

Manual CRM entry Staff copy form submissions into Salesforce fields by hand

Duplicate leads No deduplication check before creating new records

Missing campaign attribution Leads created without the campaign that generated them linked

With FlowRunner

Lead in Salesforce within seconds Contact created and campaign associated from any form submission automatically

Deduplication on every inbound Find Record check runs before any new record is created

Clean campaign attribution Every lead linked to the campaign source at creation time

Use Case Scenarios

Form-to-CRM Lead Capture

A prospect submits a contact form on the website. The Typeform or Google Forms trigger fires. The agent calls Find Record by email to check for an existing contact. If none exists, it calls Create Record to add the lead to Salesforce. It calls Add Lead to Campaign to associate the lead with the current marketing campaign for attribution tracking. The sales team sees a new, attributed lead in Salesforce within seconds of form submission.

Signed Contract Attachment

DocuSign fires On Envelope Completed. The agent downloads the signed document. It calls Find Record to locate the Salesforce opportunity by deal name. It calls Create Attachment to store the signed contract against the opportunity record. The sales team has the executed document attached to the deal in Salesforce for reference and audit purposes.

CRM Data Sync from ERP

When customer data is updated in NetSuite or Acumatica, the agent calls Find Record to locate the corresponding Salesforce account. It calls Update Record to propagate the change. Billing information, company name updates, and contact details stay synchronized without manual entry in both systems.

Human-in-Loop Highlight

When an agent's Find Record search returns multiple potential matches for a new lead, it does not silently pick the first result or create a duplicate. It routes the ambiguity to a CRM admin via Slack: "Multiple Salesforce records match this contact's email domain. Which record should I associate this new lead with?" The admin resolves the conflict. Clean CRM data requires human judgment on ambiguous matches.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via Slack

Human decides

Agent resumes with decision

Agent Capabilities

7 actions

Capabilities

Create Record Creates any standard Salesforce object: contact, lead, account, opportunity, case. Used when new prospects enter the pipeline or when operational events require a CRM record.
Find Record Searches for a single record matching specified field criteria. Used as a deduplication check before creating contacts or leads: does this person already exist in Salesforce?
Find Record by Query Executes a SOQL-style query to locate a specific record. Used when standard field filtering is not sufficient and a custom query is needed.
Update Record Modifies fields on an existing Salesforce record. Used to keep records current as deal status, contact information, or account data changes.
Add Contact to Campaign Associates a contact record with a Salesforce campaign. Used to track marketing attribution and campaign membership for existing contacts.
Add Lead to Campaign Associates a lead record with a Salesforce campaign. Used to track which campaigns generated specific leads.
Create Attachment Attaches a file to a Salesforce record. Used to store source documents, signed agreements, or supporting files against the relevant CRM record.

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