Integrate Salesforce with your AI Workflows

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Triggers and Actions
New Salesforce Lead
Triggers a new task when a new lead is created in Salesforce
Trigger
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New Salesforce Contact
Triggers a new task when a new contact is created in Salesforce
Trigger
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Create a lead
Create a lead in Salesforce
Action
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Add a lead to a campaign
Add an existing lead to an existing campaign
Action
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Add a contact to a campaign
Add an existing contact to an existing campaign
Action
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Search for a opportunity
Search for a specific opportunity
Action
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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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