Salesforce

Create notes and update records in Salesforce

3 actions available

Available Actions

Create Note

Create a note attached to a Salesforce record

Record Type*Record*

Create activities in Copper CRM

Create notes and log activities in HubSpot

Start automating your workflow by connecting Salesforce to ContextFile.ai.

Click "Connect Salesforce" and authorize ContextFile.ai to access your Salesforce account using OAuth 2.0.

Choose which actions to use and configure where your AI outputs should be delivered (channels, projects, etc.).

When your AI tasks run, outputs are automatically delivered to Salesforce based on your configuration.

Connect Now

Start sending AI outputs to Salesforce

Authentication

OAuth 2.0

Secure authorization with automatic token refresh

Resources