Salesforce integration
Connect
Connect
Connect
Connect
Salesforce
Salesforce
Salesforce
Salesforce
to AI agents.
to AI agents.
to AI agents.
to AI agents.
Connect Salesforce's comprehensive CRM platform to V7 Go's AI agents to automate lead qualification, opportunity progression, case management, and customer intelligence workflows.
Data Source
Data Source
Data Source
Data Source
AI Agent
AI Agent
AI Agent
AI Agent
Featured workflows
Featured workflows
Featured workflows
A library of
A library of
A library of
Salesforce Workflows
Salesforce Workflows
Salesforce Workflows
ready to operate
ready to operate
ready to operate
Select from a library of pre-built AI agents to power your Salesforce workflows.
Select from a library of pre-built AI agents to power your Salesforce workflows.
Select from a library of pre-built AI agents to power your Salesforce workflows.
Popular workflows
From
Slack
to
Salesforce
with
Agents
Slack + Salesforce
Get instant notifications when opportunities are created or updated.
From
Slack
to
Salesforce
with
Agents
Slack + Salesforce
Get instant notifications when opportunities are created or updated.
From
Slack
to
Salesforce
with
Agents
Slack + Salesforce
Get instant notifications when opportunities are created or updated.
From
Slack
to
Salesforce
with
Agents
Slack + Salesforce
Get instant notifications when opportunities are created or updated.
From
Salesforce
to
Gmail
with
Agents
Gmail + Salesforce
Sync email interactions and create contacts from Gmail conversations.
From
Salesforce
to
Gmail
with
Agents
Gmail + Salesforce
Sync email interactions and create contacts from Gmail conversations.
From
Salesforce
to
Gmail
with
Agents
Gmail + Salesforce
Sync email interactions and create contacts from Gmail conversations.
From
Salesforce
to
Gmail
with
Agents
Gmail + Salesforce
Sync email interactions and create contacts from Gmail conversations.
From
Microsoft Excel
to
Salesforce
with
Agents
Salesforce + Excel
Export CRM data and analytics to spreadsheets for reporting.
From
Microsoft Excel
to
Salesforce
with
Agents
Salesforce + Excel
Export CRM data and analytics to spreadsheets for reporting.
From
Microsoft Excel
to
Salesforce
with
Agents
Salesforce + Excel
Export CRM data and analytics to spreadsheets for reporting.
From
Microsoft Excel
to
Salesforce
with
Agents
Salesforce + Excel
Export CRM data and analytics to spreadsheets for reporting.
From
Salesforce
to
Zoom
with
Agents
Zoom + Salesforce
Create meetings and log call outcomes directly in Salesforce.
From
Salesforce
to
Zoom
with
Agents
Zoom + Salesforce
Create meetings and log call outcomes directly in Salesforce.
From
Salesforce
to
Zoom
with
Agents
Zoom + Salesforce
Create meetings and log call outcomes directly in Salesforce.
From
Salesforce
to
Zoom
with
Agents
Zoom + Salesforce
Create meetings and log call outcomes directly in Salesforce.
From
Notion
to
Salesforce
with
Agents
Salesforce + Notion
Create customer profiles and sales documentation in Notion.
From
Notion
to
Salesforce
with
Agents
Salesforce + Notion
Create customer profiles and sales documentation in Notion.
From
Notion
to
Salesforce
with
Agents
Salesforce + Notion
Create customer profiles and sales documentation in Notion.
From
Notion
to
Salesforce
with
Agents
Salesforce + Notion
Create customer profiles and sales documentation in Notion.
From
Asana
to
Salesforce
with
Agents
Salesforce + Asana
Create follow-up tasks and project milestones from CRM activities.
From
Asana
to
Salesforce
with
Agents
Salesforce + Asana
Create follow-up tasks and project milestones from CRM activities.
From
Asana
to
Salesforce
with
Agents
Salesforce + Asana
Create follow-up tasks and project milestones from CRM activities.
From
Asana
to
Salesforce
with
Agents
Salesforce + Asana
Create follow-up tasks and project milestones from CRM activities.
Example workflow
Example workflow
Example workflow
Example workflow
Salesforce example workflow
Salesforce example workflow
Salesforce example workflow
Salesforce example workflow
Let AI handle tasks across multiple tools
Let AI handle tasks across multiple tools
Let AI handle tasks across multiple tools
Popular workflows
Example
Input
New opportunity created
AI Agent
Output
Input
New opportunity created
New Record (Instant, of Selectable Type)
Emit new event when a record of the selected object type is created.
AI Agent
AI Bulk Processing Agent
Analyzing opportunity context and relationship history
Output
Waiting for analysis
Let the agent run first
Input
New opportunity created
AI Agent
Output
Input
New opportunity created
New Record (Instant, of Selectable Type)
Emit new event when a record of the selected object type is created.
AI Agent
AI Bulk Processing Agent
Analyzing opportunity context and relationship history
Output
Waiting for analysis
Let the agent run first
Actions & Triggers
Actions & Triggers
Actions & Triggers
Actions & Triggers
Use
Use
Use
Use
Salesforce
Salesforce
Salesforce
Salesforce
to build powerful automations across multiple tools
to build powerful automations across multiple tools
to build powerful automations across multiple tools
to build powerful automations across multiple tools
Popular workflows
Workflow triggers from Salesforce
Workflow triggers from Salesforce
Workflow triggers from Salesforce
Workflow triggers from Salesforce
AI agents can perform automated actions in the app
AI agents can perform automated actions in the app
AI agents can perform automated actions in the app
AI agents can perform automated actions in the app
Get started
Ready to build
the best
Salesforce
automations
powered by V7 Go?
Book a personalized demo and we'll help you build your first Salesforce workflow. See how V7 Go AI agents can automate your CRM processes, lead qualification, and customer relationship management in just 30 minutes.
30-minute session
Personalized setup
Live demonstration
Get started
Ready to build
the best
Salesforce
automations
powered by V7 Go?
Book a personalized demo and we'll help you build your first Salesforce workflow. See how V7 Go AI agents can automate your CRM processes, lead qualification, and customer relationship management in just 30 minutes.
30-minute session
Personalized setup
Live demonstration
Get started
Ready to build
the best
Salesforce
automations
powered by V7 Go?
Book a personalized demo and we'll help you build your first Salesforce workflow. See how V7 Go AI agents can automate your CRM processes, lead qualification, and customer relationship management in just 30 minutes.
30-minute session
Personalized setup
Live demonstration
Get started
Ready to build
the best
Salesforce
automations
powered by V7 Go?
Book a personalized demo and we'll help you build your first Salesforce workflow. See how V7 Go AI agents can automate your CRM processes, lead qualification, and customer relationship management in just 30 minutes.
30-minute session
Personalized setup
Live demonstration
Security & safety
Enterprise-level security.
Keep your data private.
Enterprise security
Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.
Model transparency
Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.
No Training on your Data
Full control and ownership of your data, compliant with local regulations and internal policies.
Access control
Granular user roles and permissions across teams and projects for secure collaboration.
Security & safety
Enterprise-level security.
Keep your data private.
Enterprise security
Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.
Model transparency
Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.
No Training on your Data
Full control and ownership of your data, compliant with local regulations and internal policies.
Access control
Granular user roles and permissions across teams and projects for secure collaboration.
Security & safety
Enterprise-level security.
Keep your data private.
Enterprise security
Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.
Model transparency
Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.
No Training on your Data
Full control and ownership of your data, compliant with local regulations and internal policies.
Access control
Granular user roles and permissions across teams and projects for secure collaboration.
Security & safety
Enterprise-level security.
Keep your data private.
Enterprise security
Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.
Model transparency
Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.
No Training on your Data
Full control and ownership of your data, compliant with local regulations and internal policies.
Access control
Granular user roles and permissions across teams and projects for secure collaboration.
Help
Help
Help
Help
Have questions?
Have questions?
Have questions?
Find answers.
Find answers.
Find answers.
Do I need a Salesforce subscription to use this integration?
Yes, you'll need an active Salesforce subscription to access the CRM data and functionality. V7 Go enhances your existing Salesforce investment by automating complex workflows, providing intelligent insights, and coordinating tasks across your entire tech stack.
+
Can I customize the AI agents for my specific sales process?
Absolutely! V7 Go's AI agents can be customized to match your specific sales methodology, lead scoring criteria, and customer journey stages. You can configure workflows to align with your team's processes and business requirements.
+
How does this integration handle sensitive customer data?
V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your Salesforce data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by enterprise CRM users.
+
What types of Salesforce workflows can be automated?
The integration can automate lead scoring, opportunity progression, case management, contact enrichment, task creation, and cross-platform data synchronization. AI agents can analyze customer interactions, generate insights, and trigger actions across your entire sales and marketing stack.
+
Can I integrate Salesforce with my existing sales tools and processes?
Yes! V7 Go can connect Salesforce with various output integrations including Slack, Teams, Excel, Notion, and project management tools. This ensures seamless workflow integration with your existing technology stack and business processes.
+
How does this integration help with lead qualification and scoring?
V7 Go's AI agents can automatically analyze lead behavior, engagement patterns, and demographic data to generate intelligent lead scores. They can also identify high-value prospects, flag qualified leads, and trigger personalized follow-up sequences based on your specific qualification criteria.
+
Do I need a Salesforce subscription to use this integration?
Yes, you'll need an active Salesforce subscription to access the CRM data and functionality. V7 Go enhances your existing Salesforce investment by automating complex workflows, providing intelligent insights, and coordinating tasks across your entire tech stack.
+
Can I customize the AI agents for my specific sales process?
Absolutely! V7 Go's AI agents can be customized to match your specific sales methodology, lead scoring criteria, and customer journey stages. You can configure workflows to align with your team's processes and business requirements.
+
How does this integration handle sensitive customer data?
V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your Salesforce data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by enterprise CRM users.
+
What types of Salesforce workflows can be automated?
The integration can automate lead scoring, opportunity progression, case management, contact enrichment, task creation, and cross-platform data synchronization. AI agents can analyze customer interactions, generate insights, and trigger actions across your entire sales and marketing stack.
+
Can I integrate Salesforce with my existing sales tools and processes?
Yes! V7 Go can connect Salesforce with various output integrations including Slack, Teams, Excel, Notion, and project management tools. This ensures seamless workflow integration with your existing technology stack and business processes.
+
How does this integration help with lead qualification and scoring?
V7 Go's AI agents can automatically analyze lead behavior, engagement patterns, and demographic data to generate intelligent lead scores. They can also identify high-value prospects, flag qualified leads, and trigger personalized follow-up sequences based on your specific qualification criteria.
+
Do I need a Salesforce subscription to use this integration?
Yes, you'll need an active Salesforce subscription to access the CRM data and functionality. V7 Go enhances your existing Salesforce investment by automating complex workflows, providing intelligent insights, and coordinating tasks across your entire tech stack.
+
Can I customize the AI agents for my specific sales process?
Absolutely! V7 Go's AI agents can be customized to match your specific sales methodology, lead scoring criteria, and customer journey stages. You can configure workflows to align with your team's processes and business requirements.
+
How does this integration handle sensitive customer data?
V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your Salesforce data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by enterprise CRM users.
+
What types of Salesforce workflows can be automated?
The integration can automate lead scoring, opportunity progression, case management, contact enrichment, task creation, and cross-platform data synchronization. AI agents can analyze customer interactions, generate insights, and trigger actions across your entire sales and marketing stack.
+
Can I integrate Salesforce with my existing sales tools and processes?
Yes! V7 Go can connect Salesforce with various output integrations including Slack, Teams, Excel, Notion, and project management tools. This ensures seamless workflow integration with your existing technology stack and business processes.
+
How does this integration help with lead qualification and scoring?
V7 Go's AI agents can automatically analyze lead behavior, engagement patterns, and demographic data to generate intelligent lead scores. They can also identify high-value prospects, flag qualified leads, and trigger personalized follow-up sequences based on your specific qualification criteria.
+
Do I need a Salesforce subscription to use this integration?
Yes, you'll need an active Salesforce subscription to access the CRM data and functionality. V7 Go enhances your existing Salesforce investment by automating complex workflows, providing intelligent insights, and coordinating tasks across your entire tech stack.
+
Can I customize the AI agents for my specific sales process?
Absolutely! V7 Go's AI agents can be customized to match your specific sales methodology, lead scoring criteria, and customer journey stages. You can configure workflows to align with your team's processes and business requirements.
+
How does this integration handle sensitive customer data?
V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your Salesforce data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by enterprise CRM users.
+
What types of Salesforce workflows can be automated?
The integration can automate lead scoring, opportunity progression, case management, contact enrichment, task creation, and cross-platform data synchronization. AI agents can analyze customer interactions, generate insights, and trigger actions across your entire sales and marketing stack.
+
Can I integrate Salesforce with my existing sales tools and processes?
Yes! V7 Go can connect Salesforce with various output integrations including Slack, Teams, Excel, Notion, and project management tools. This ensures seamless workflow integration with your existing technology stack and business processes.
+
How does this integration help with lead qualification and scoring?
V7 Go's AI agents can automatically analyze lead behavior, engagement patterns, and demographic data to generate intelligent lead scores. They can also identify high-value prospects, flag qualified leads, and trigger personalized follow-up sequences based on your specific qualification criteria.
+
Partner program
Add your app to V7 Go
Develop your own integration as an app partner in our ecosystem.
Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.
Your app
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Partner program
Add your app to V7 Go
Develop your own integration as an app partner in our ecosystem.
Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.
Your app
Partner program
Add your app to V7 Go
Develop your own integration as an app partner in our ecosystem.
Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.
Your app
Partner program
Add your app to V7 Go
Develop your own integration as an app partner in our ecosystem.
Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.
Your app