Can Hubi see every case, or only what my profile allows?

Hubi respects your Salesforce sharing rules and profile. It can only see and change the cases, articles, and records your connected user has permission to access.

Will Hubi update or close cases without my approval?

Hubi reads cases freely, but for changes like reassigning, closing, or replying it shows you the update for approval first so nothing customer-facing happens unchecked.

Does this work with my edition of Service Cloud?

Hubi works through the Salesforce API, which is available on editions that include API access. The exact objects and fields Hubi can reach depend on your edition and how your org is configured.

Can Hubi tie Service Cloud to my other tools?

Yes. You can chain Service Cloud with email, Slack, or a task tool - for example, when a high-priority case opens, alert the on-call team and log a follow-up in one instruction.

All Integrations

Salesforce Service Cloud

Sales & CRM Support CRM Customer Support

Cases stack up in Salesforce Service Cloud and finding which ones are overdue or unassigned means filtering list views. Hubi connects to Service Cloud to read and update cases, look up the knowledge base, and keep records moving, so you can handle support by asking instead of clicking through the console.

22 tools available

USE CASES

How businesses use Salesforce Service Cloud + Hubi AI

Real automation scenarios powered by this integration.

🎫

See which cases are open and overdue

Ask Hubi about the queue and it pulls Service Cloud cases by status, priority, or owner so you know what needs attention.

List CasesGet CaseFilter Open

✏️

Update a case status or owner

Tell Hubi a case is resolved or needs reassigning and it updates the record in Service Cloud for you.

Update CaseAssign CaseGet Case

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Find a knowledge article for a question

Hubi searches the Service Cloud knowledge base and returns the article that answers a customer's question.

Search KnowledgeGet ArticleList Articles

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Open a case from an inbound email

When a support email lands, Hubi creates a Service Cloud case with the details and routes it to the right queue.

Create CaseAssign CaseGet Case

HOW IT WORKS

Get started in 3 steps

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

Connect Salesforce Service Cloud

Authorize your account with one click. Hubi AI gets secure access to 22 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 Service Cloud + Hubi AI

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

Hubi connects through OAuth, so you authorize access in Salesforce and Hubi works within the permissions and profile you grant. You can revoke that access at any time.

Ready to connect Salesforce Service Cloud to Hubi AI?

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