Salesforce integration
Sync Salesforce records in and out, trigger workflows the moment a record changes, and automate CRM processes — no code.
What the Salesforce integration does
Salesforce is the system of record for your customers, deals, and cases. The OctaviaFlow Salesforce integration lets you move that data wherever it needs to go and react to it the instant it changes — without exporting reports or writing Apex.
Read records with filters, create and update records, and use Salesforce as a trigger: when a new lead, opportunity, or case lands (or an existing one changes), a workflow fires automatically. Every action is a step in a larger automation, so Salesforce data can flow to your warehouse, another app, or a notification in the same pipeline.
Because it's a native connector, you connect once with OAuth and OctaviaFlow handles tokens and pagination for you.
What you can do
Query records
Read Salesforce objects — leads, contacts, opportunities, cases, or custom objects — with filters, so you pull exactly the records a workflow needs, not the whole org.
Create & update records
Write back to Salesforce: create new records, update existing ones, or keep fields in sync with another system as part of a workflow.
Trigger on new or changed records
Start a workflow the moment a Salesforce record is created or updated, so downstream steps run automatically as changes happen.
Move data anywhere
Send Salesforce data to a database, warehouse, spreadsheet, or another SaaS app — and pull external data back into Salesforce — in a single pipeline.
Multi-step automations
Combine Salesforce with conditions, loops, transforms, AI steps, and other connectors to model real CRM processes end to end.
Secure OAuth
Authorize once with Salesforce OAuth. Tokens are stored encrypted and refreshed automatically — no keys to paste or rotate by hand.
How it works in Salesforce
- 1
Connect Salesforce
From Connectors, choose Salesforce and authorize with OAuth. Sandbox and production orgs are both supported.
- 2
Add a Salesforce step
Drop a Salesforce query (read) or transform (write) action into your workflow, or use Salesforce as the trigger that starts it.
- 3
Pick objects and fields
Choose the object, add filters for reads, and map fields for writes. Reference data from earlier steps to build each record.
- 4
Run or automate
Run on demand, on a schedule, or automatically whenever a matching record changes.
Popular Salesforce automations
Lead routing & enrichment
When a new lead is created, enrich it, score it, and route it — then notify the owning rep — all automatically.
Sync Salesforce to your warehouse
Continuously replicate leads, opportunities, and cases into your data warehouse for analytics, using change-based triggers to stay current.
Keep systems in sync
Two-way sync between Salesforce and another CRM, billing, or support tool so records never drift out of date.
Closed-won notifications
Post to a team channel or kick off onboarding the moment an opportunity is marked Closed Won.
Backfill and migrate
Bulk-load records into Salesforce from a spreadsheet, database, or legacy system with field mapping and validation.
AI-summarized records
Have an AI step summarize a case or account, then write the summary back to a Salesforce field for the team to see.
Salesforce integration FAQ
Can OctaviaFlow both read from and write to Salesforce?
Yes. Query actions read records with filters, and transform actions create or update records — so you can move data in either direction in the same workflow.
Can a workflow trigger when a Salesforce record changes?
Yes. Salesforce can act as a trigger, starting a workflow when a record is created or updated so downstream steps run automatically.
Which Salesforce objects are supported?
Standard objects like leads, contacts, accounts, opportunities, and cases, as well as your custom objects and fields.
Does it work with sandbox and production orgs?
Yes. Connect a sandbox for testing and a production org for live automations; each is a separate secure OAuth connection.
Is my Salesforce data secure?
The connector authorizes with OAuth and requests only the scopes it needs. Access tokens are stored encrypted and refreshed automatically. See our privacy policy for details.
Automate Salesforce with your whole stack
Connect Salesforce in minutes and let OctaviaFlow deliver the right message at the right moment — powered by data from anywhere.