HubSpot
HubSpot is an inbound marketing, sales, and customer service platform integrating CRM, email automation, and analytics to facilitate lead nurturing and seamless customer experiences
CRM · Actions: 283
OpenEmail + Salesforce
Connect Salesforce once. Then ask the assistant in OpenEmail to look things up in it, or to do things there for you.
CRM, Contact management
About Salesforce
Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth
Actions: 200
What the assistant can do in Salesforce
A few of the things it can do once Salesforce is connected.
Look things up
These run as soon as you ask.
Execute SOSL search
Executes a SOSL (Salesforce Object Search Language) search query to find records across multiple Salesforce object types
Get batch of UI API records
Retrieve multiple Salesforce records in a single request with customizable field selection
Get account
Retrieves a specific account from Salesforce using its ID
Get all fields for an object
Returns detailed information about all fields on a Salesforce object
Get campaign
Retrieves a campaign from Salesforce using its ID
Make changes
It shows you what it is about to do and waits for your OK.
Create account
Creates a new account in Salesforce using the details provided in the request
Create campaign
Creates a new campaign in Salesforce
Create contact
Creates a new contact in Salesforce using the provided details
Create custom field
Create a custom field on a Salesforce object using the Tooling API
Create custom object
Create a custom object in Salesforce using the Metadata API
How it works
Three steps
Connect Salesforce
Sign in to Salesforce from the Connectors page. There is nothing to install.
Ask in plain words
Ask the assistant in OpenEmail. It finds the right action in Salesforce and runs it.
Stay in control
Lookups run at once. Anything that changes Salesforce waits for your OK.
Price
Free to start
The Free plan includes 2 connected apps and 10 AI actions a day. You can pause or disconnect Salesforce whenever you like.
More apps
Works with these too
Attio
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CRM · Actions: 102
Zoho
Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations
CRM · Actions: 57
Dynamics 365
Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform
CRM · Actions: 16
Zendesk
Zendesk provides customer support software with ticketing, live chat, and knowledge base features, enabling efficient helpdesk operations and customer engagement
CRM · Actions: 456
Blackbaud
Blackbaud offers cloud-based software for nonprofits, schools, and healthcare institutions, supporting fundraising, financial management, and donor engagement in mission-driven organizations
Fundraising · Actions: 5
Start free
Connect your first app
in a minute.
Create an account, connect an app and ask the assistant about it.