Salesforce connects through a Connected App and OAuth. Once authorized, the chat widget and AI voice agent can write directly to Leads, Contacts, Accounts, Opportunities, and Tasks, with the conversation summary attached as a Task or Chatter post on the right record.
Salesforce Flow (or Process Builder) can call back into Small Business Chatbot when something happens in Salesforce — Lead status changes, Opportunity moves stage, a custom field updates — and that event becomes the trigger for an AI follow-up campaign.
Popular workflow recipes
When this happens → do that
When
AI voice qualifies a lead
Then
Create Salesforce Lead + assign via Lead Assignment Rules
When
Salesforce Opportunity hits 'Proposal'
Then
Send AI follow-up email with proposal recap at day 2
When
Lead status changes to 'No Response'
Then
Trigger AI voice call to re-engage
Triggers & Actions
4 triggers · 5 actions
Triggers
From Salesforce
events that fire workflows
Salesforce Flow HTTP Callout
Any Flow or Process Builder rule can call our inbound webhook to fire AI follow-ups.
Outbound Message
Use Salesforce's classic Outbound Messages on record changes to drive workflows on our side.
Lead status changes
Status transitions on the Lead object trigger SMS, email, or AI voice.
Opportunity stage change
Any pipeline stage movement triggers a follow-up sequence.
Actions
Into Salesforce
what we do in the connected app
Create Lead
Honor assignment rules so the right owner picks up the new chat-sourced lead.
Create Contact + Account
Match existing accounts by domain or create new ones.
Create Opportunity
In the right pipeline and stage, with amount and close date populated from conversation context.
Log Task or Chatter post
Attach the conversation transcript and AI summary to the record's activity timeline.
Update custom fields
Map intent tags, lead score, source channel to your custom Lead/Contact fields.
How to connect Salesforce
~10 minutes
1
In Salesforce, go to Setup → App Manager → New Connected App. Enable OAuth Settings and add scopes for Manage user data via APIs (api), Access content resources (refresh_token, offline_access).
2
Save and copy the Consumer Key and Consumer Secret Salesforce gives you.
3
In your Small Business Chatbot dashboard, open Workflows → Integrations → Salesforce, paste the Consumer Key and Secret, then click Connect to walk through the OAuth login.
4
Map which Salesforce object new chat leads create (Lead, Contact, or both) and which Opportunity stage qualified leads land in.
5
Optional: in Salesforce, build a Flow with an HTTP Callout to the inbound webhook URL we generate. Trigger it on the record changes you want to drive follow-ups.
6
Send a test conversation, confirm the Lead appears, and verify the summary shows on its activity timeline.