What you can do
Agent Connector
Let Agents query and update Salesforce records in real time during conversations.
Workflows
Trigger Workflows from record changes and update Salesforce with AI-generated results.
Integrations
Salesforce
Connect Salesforce for Agent Connectors and Workflow triggers and actions in Cassidy.
The Salesforce integration brings your CRM data into Cassidy. Agents can query and update records in real time, and Workflows can trigger from record changes.