Which Salesforce plans are supported?

Any edition with API access - Professional, Enterprise, and Unlimited. Not available on base Essentials.

Can Hubi run SOQL queries?

Yes. Any valid SOQL statement with filters, sorting, and relationship queries.

Is it safe for production?

Yes. Connects via OAuth2 with user-level credentials. All actions respect existing permissions and sharing rules.

Can I combine with other integrations?

Yes. Commonly paired with Slack for notifications, email for outreach, and GitHub for development workflows.

All Integrations

Salesforce

Sales & CRM Contact Management CRM

Hubi AI's Salesforce integration gives your AI agent direct access to the world's most widely used CRM platform. Create and update any standard or custom object, run SOQL queries, search with SOSL, and automate sales workflows - all by describing what you need.

Sales teams lose hours every week on CRM hygiene. With Hubi AI connected to Salesforce, those tasks happen in seconds. Ask your agent to create a lead, update an opportunity stage, log a call, or generate a report on open deals by territory.

Beyond individual records, the integration supports bulk operations, object discovery, and report execution - making it powerful for RevOps automation and admin tasks.

97 tools available

USE CASES

How businesses use Salesforce + Hubi AI

Real automation scenarios powered by this integration.

🚀

Automated Lead Capture

Create lead records the moment someone submits a form or books a demo. Assign owners and trigger follow-up tasks automatically.

Create LeadUpdate LeadCreate Task

📊

Pipeline Reporting

Run SOQL queries against your pipeline, execute saved reports, and summarize deal status by stage, owner, or close date.

Run SOQL QueryRun ReportList Reports

📝

Post-Meeting CRM Updates

Update opportunity stage, log call notes, and schedule follow-ups from a single natural-language message.

Update OpportunityCreate TaskUpdate Record

🔄

Cross-System Data Enrichment

Pull data from external tools and write enriched values back into Salesforce records in bulk.

Bulk Create RecordsUpdate RecordRun SOQL Query

HOW IT WORKS

Get started in 3 steps

No workflows to build. Just connect, chat, and automate.

Connect Salesforce

Authorize your account with one click. Hubi AI gets secure access to 97 tools.

Talk to your agent

Describe what you need in plain language. Your AI agent understands context and picks the right tools.

Watch it work

The agent reads, sends, labels, and organizes on your behalf - no manual setup required.

Everything you need to know about Salesforce + Hubi AI

The Hubi AI Salesforce integration connects your tools and data to your AI marketing agents. Start automating workflows in minutes.

Any standard or custom object the connected user has access to - Leads, Contacts, Accounts, Opportunities, Cases, Tasks, and custom objects.

Ready to connect Salesforce to Hubi AI?

Start automating your workflows in minutes. No credit card required.