What can Hubi see and change in my org?

Exactly what the connected Salesforce user's profile and permission sets allow - object, field, and record-level access all carry over. Hubi can't reach data or actions your own login is restricted from.

Will Hubi edit or delete records without checking with me?

No. Creating, updating, and deleting records change your CRM, so Hubi drafts the change and shows you the affected records for approval. Read-only SOQL queries and report pulls run without a prompt.

Does this work on any Salesforce edition?

Yes - the integration supports bulk operations for updating or creating records at scale, useful for RevOps cleanup and migrations.

Can Hubi run Salesforce alongside my store and other tools?

Yes. You can chain Salesforce with anything else you've connected - for example, 'create a Salesforce opportunity for every Shopify order over $5,000' runs across both in one instruction.

All Integrations

Salesforce

Sales & CRM Contact Management CRM

Most CRM time goes to upkeep, not selling - logging calls, moving deal stages, hunting for the right record. Hubi runs SOQL queries, creates and updates leads, contacts, accounts, opportunities, and custom objects, and pulls reports, so you can change Salesforce by describing what you need.

184 tools available

USE CASES

How businesses use Salesforce + Hubi AI

Real automation scenarios powered by this integration.

🔎

Query open deals with plain English

Ask for open opportunities by stage, owner, or region and Hubi writes the SOQL and returns the matching records.

Run SOQL QueryList OpportunitiesGet Account

➕

Create a lead or contact fast

Give Hubi the details and it creates the lead, contact, or account in Salesforce, drafting it for your approval first.

Create LeadCreate ContactCreate Account

🔧

Move a deal to the next stage

Tell Hubi which opportunity advanced and it updates the stage and any fields you name after you confirm.

Update OpportunityGet OpportunityUpdate Record

🛒

Push a Shopify buyer into Salesforce

When a notable Shopify order lands, Hubi creates the matching account and contact so sales has the full picture.

Create AccountCreate ContactCreate Opportunity

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 184 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.

Yes. Salesforce exposes custom objects and fields through the same API, so Hubi can read and write them by API name. It can also discover an object's fields when you're not sure what to reference.

Ready to connect Salesforce to Hubi AI?

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