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.

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Triggers and Actions

Get many attachments

Action

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Get an opportunity summary

Get an opportunity

Get an attachment summary

Get an attachment

Get an account summary

Action

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Frequently asked questions

What is Lindy?

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

How does Lindy work with Salesforce?

Once you signup to Lindy, you can enable the Salesforce integration from your dashboard. Once you’ve authenticated with Salesforce, Lindy can execute various triggers and actions from your Salesforce account using the Rails workflow builder.

What can you do with Lindy and Salesforce?

Using the Salesforce integration, Lindy can do things like get a case summary, get a contact or even get many attachments. Combine these Actions and Triggers with Lindy's AI-powered Rails workflow builder to bring custom automations and AI assistants to life.

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.

How Lindy Works

Learn how to build an AI-powered automation in seconds with Lindy - and without code.

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