CRM & Sales
Salesforce
Enterprise CRM. Connect Adapt to Salesforce for accounts, opportunities, and pipeline data via API.
Use cases
Adapt connects to Salesforce so you can ask questions about accounts, opportunities, and pipeline. Add your API credentials in Settings > Integrations and Adapt can query Salesforce on your behalf.
Query accounts, contacts, and opportunities
Track pipeline and forecast by stage
Surface deals that need attention
Reference CRM records in conversations
Configuring Salesforce
In Salesforce, create a Connected App and generate API credentials
Go to Settings > Integrations in the Adapt web app
Create a secret group and add your Salesforce credentials
Start a new chat and ask Adapt about your Salesforce pipeline
Integrate Salesforce with Adapt
Connect Salesforce to Adapt and let AI handle your workflows automatically. From data sync to automated actions, Adapt understands your context and gets work done across your entire stack.
Similar integrations
Work faster, together.
Across your entire stack.
Get started with up to $300 in credits for you and your team.