Salesforce
The world's leading CRM platform for managing sales pipelines, customer relationships, and revenue operations.
Overview
Salesforce is the leading cloud CRM platform used by sales, support, and marketing teams to manage customer data, pipelines, and revenue workflows.
The Salesforce integration for Queue allows AI agents to read and update records, create leads, progress opportunities, and trigger automations — turning your CRM into a live source of truth that AI can act on autonomously.
How it works
Queue includes multiple prebuilt Salesforce workflows designed for AI-powered automation.
Lead & Opportunity Management
Automatically create, qualify, and update leads and opportunities in Salesforce based on AI agent actions and external signals.
Record Updates
Read and write any Salesforce object — Contacts, Accounts, Cases, and custom objects — directly from Queue workflows without manual data entry.
Flow Triggers
Invoke Salesforce Flows and Process Builder automations from Queue to hand off tasks, send notifications, or update CRM state in real time.
Configure
Open the Queue dashboard and navigate to Integrations
Search for Salesforce and select the integration
Authorize Queue using OAuth with your Salesforce admin account
Select the objects and fields you want Queue to read and write
Configure lead rules, record triggers, and AI agent workflows
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Productivity
Apps
