Manage leads, contacts, and cases in your Salesforce CRM.
The Salesforce tool lets your agent interact with your CRM during a conversation. Use it to create leads when users express interest, log support cases, update contact information, or add notes to existing cases for better team visibility.
Add the Salesforce tool to your agent from Tools → Add tool → Salesforce. You can also add tools directly from inside a Playbook or Integration step. Once added, you can call the Salesforce tool from inside a Playbook or Workflow.
