Integrate Salesforce with your AI Workflows

Connect Salesforce with hundreds of popular tools, AI models, or AI agents. Automate your work faster and better than ever before - all visually with no-code ease.

Triggers and Actions

Updated Salesforce Record

Triggers a new task when a selected record is updated in Salesforce

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Updated Salesforce Lead

Triggers a new task when a lead is updated in Salesforce

Trigger

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Updated Salesforce Contact

Triggers a new task when a contact is updated in Salesforce

Trigger

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Update a lead

Update an existing lead in Salesforce

Action

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Update a contact

Update an existing contact

Action

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New Salesforce Record

Triggers a new task when a new selected record is created in Salesforce

Trigger

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Popular templates with Salesforce

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FAQ

Frequently asked questions

What is Lindy?

Lindy is a platform for building custom AI assistants to automate any business workflow - No coding required.

How can I create a personal AI assistant?

After signing up to Lindy here, you’ll be able to select from a marketplace of pre-configured templates allowing Lindy to help you with tasks taking meeting notes, sales call prep or even handling customer support on your website. Alternatively, you can build your own chatbot with a simple prompt, or drag and drop an AI-powered workflow together using Lindy’s integrations with tools like Slack.

What kind of tools can Lindy integrate with?

Lindy has over 200 integrations, with CRM platforms like Hubspot and Salesforce, analytics tools like Google Analytics and Grafana, document creation tools like Google Docs and Microsoft 365 — alongside your everyday tools like Linear, Zoom, Notion and Slack.

What else can Lindy do?

Unlike chat-based AI platforms, Lindies can handle tasks, full projects or even act like a dedicated employee, with the ability to work together to complete tasks. Using Rails, Lindy’s Workflow builder, you can use Lindy to automate tasks or handle incoming tasks on a regular schedule. Lindy excels at everything from customer support, to recruitment screening, to even negotiating deals over email.

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