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
- 1
In Salesforce, create a Connected App and generate API credentials
- 2
Go to Settings > Integrations in the Adapt web app
- 3
Create a secret group and add your Salesforce credentials
- 4
Start a new chat and ask Adapt about your Salesforce pipeline
Connect Salesforce with your other tools
Workflows that pair Salesforce with the tools your team uses.
