Salesforce (Pro)

CRM

Full Salesforce CRM automation for complex sales operations. Agents create leads, convert contacts, query with SOQL, send emails, manage campaigns, and handle file attachments. 25 actions covering the complete Salesforce lifecycle.

25 actions available

Inbound lead arrives from web form

Agent creates lead in Salesforce and enriches with Apollo company data

Agent scores lead against firmographic ICP criteria

High-scoring leads converted to contact and opportunity and assigned to territory rep

Rep receives Slack notification with full lead context and ICP score

Low-scoring leads enrolled in Mailchimp nurture campaign automatically

Lead conversions paused for sales manager approval before Salesforce converts the record

What This Integration Enables

The Salesforce Pro integration is designed for enterprise sales operations where the data model is complex and the workflows are multi-step. Agents operate across Salesforce objects, manage parent-child relationships, convert leads through the full lifecycle, run custom queries, and handle the document layer that accompanies enterprise deals.

Without FlowRunner

Manual lead qualification SDRs review each lead, research the company, and decide on routing individually

Inconsistent lead conversion Different reps convert leads at different points in the process

Manual campaign attribution Revenue ops runs SOQL queries against spreadsheets to build attribution reports

With FlowRunner

Scored leads routed automatically ICP criteria applied to every lead with conversion triggered above threshold

Controlled lead conversion Every conversion requires explicit manager approval with the decision logged

Weekly automated attribution SOQL query runs every week and posts campaign ROI to revenue ops channel

Use Case Scenarios

Lead Qualification and Conversion Pipeline

An inbound lead from a web form arrives. The agent creates the lead in Salesforce, enriches it with company data from Apollo, and scores it based on firmographic criteria. If score is above threshold, the agent converts the lead to a contact and opportunity automatically, assigns it to the right rep based on territory, and sends the rep a Slack notification with the full context. If score is below threshold, the lead goes into the nurture campaign automatically.

Deal Desk Document Package

A deal reaches the Proposal stage. The agent finds all child records on the opportunity: products, quantities, discounts. It generates a quote document using the line items, attaches it to the Salesforce opportunity as an Enhanced Note and a File, sends it to the customer via email, and logs the send in the activity timeline. The sales rep has a complete paper trail without manually assembling anything.

Campaign Attribution Reconciliation

Each week, an agent runs a SOQL query against closed opportunities to identify which campaign each contact was associated with at the time of conversion. It generates an attribution report, posts it to the #revenue-ops Slack channel, and updates custom attribution fields on each opportunity. Marketing gets accurate campaign ROI data without pulling spreadsheets.

Human-in-Loop Highlight

Lead conversion is irreversible in Salesforce. Before executing a Convert Lead to Contact action, the agent pauses and routes the conversion request to the sales manager via Slack: "Lead [Name] at [Company] scored 87. Ready to convert and assign to [Rep Name]. Confirm or reassign?" The manager approves in one click. The agent converts. The decision and approver are logged. No phantom conversions, no territory disputes.

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

27 actions

Record Management

Create Record Creates any standard or custom Salesforce object. Used when agents need to create objects beyond contacts and leads: opportunities, cases, custom objects.
Create Record (UTC) Creates a record with UTC-normalized timestamp fields. Used for globally distributed teams where timestamp consistency is required.
Update Record Modifies fields on any Salesforce record. Used to keep records current as workflow steps complete.
Update Record (UTC) Updates with UTC timestamp normalization. Used for audit-sensitive workflows requiring consistent time zones.
Delete Record Removes a record. Used in data governance and cleanup workflows.
Find Record Searches for a single record by field criteria. Used as a pre-check before creating records to avoid duplicates.
Find Records Returns multiple records matching criteria. Used for bulk processing or reporting workflows.
Find Record by Query Executes a SOQL query to retrieve a single record. Used when standard field filters are insufficient.
Find Records by Query Executes a SOQL query returning multiple records. Used for complex data retrieval across multiple objects with joins, conditions, and ordering.

Lead and Contact Operations

Create Lead Creates a new lead record. Used in inbound lead capture workflows from forms, ads, or email campaigns.
Create Contact Creates a contact directly. Used when a prospect bypasses lead status and enters the pipeline as a known contact.
Convert Lead to Contact Executes the lead conversion process in Salesforce, creating or merging a contact, account, and opportunity. Used when a lead qualifies: the agent converts them automatically, creates the opportunity, and routes to the owning rep.
Update Lead Modifies lead properties. Used in enrichment and qualification workflows.
Update Contact Modifies contact properties. Used for ongoing record maintenance as contacts engage with campaigns or take actions.
Add Lead to Campaign Associates a lead with a Salesforce campaign. Used in marketing automation workflows where leads need tracking against specific programs.
Add Contact to Campaign Associates a contact with a campaign. Used for existing customers and prospects in nurture programs.

Relationships and Child Records

Create Child Records Creates child records associated with a parent, including line item support. Used for order line creation, opportunity products, or any parent-child object relationship.
Find Child Records Retrieves child records associated with a parent. Used when agents need the full detail set on a complex record: an opportunity with all its line items.

Communications and Files

Send Email Sends an email from Salesforce using the record's email action. Used to send communications that appear in the Salesforce activity timeline, maintaining a single system of record for customer touchpoints.
Create Note Adds a standard note to a record. Used to log agent activity and decisions in the Salesforce record's activity feed.
Create Enhanced Note Creates a rich-text note using Salesforce's enhanced notes feature. Used for more structured documentation of agent findings or workflow outputs.
Create File Creates a Salesforce File (ContentDocument). Used when agents generate documents that need to be stored against Salesforce records.
Create Attachment Attaches a file to a specific record. Used for legacy attachment workflows or when a specific file-to-record link is required.
Add File to Record Associates an existing file with a record. Used when files need to be linked to multiple records or when files are created separately before association.
Get Record Attachments Retrieves all attachments on a record. Used in document review and audit workflows.

Advanced

API Request (Beta) Executes any Salesforce REST API call. Used for advanced operations not covered by pre-built actions.
Custom SOQL Query Runs an arbitrary SOQL statement and returns results. Used for complex reporting, multi-object joins, and data extraction workflows that require Salesforce's full query language.

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