CRM
Connect Salesforce to Sortment
Connect Salesforce to Sortment so its AI agents can use 200 Salesforce actions in your lifecycle programs, from audiences and campaigns to reporting.
- Actions
- 200
- Triggers
- 7
- Authentication
- OAuth2, S2S OAuth2
- Category
- CRM
What Sortment's agents can do in Salesforce
36 of 200 actions shown.
- Add contact to campaign
- Add lead to campaign
- Add product to opportunity
- Apply lead assignment rules
- Associate contact to account
- Clone opportunity with products
- Clone record
- Clone report
- Close or abort a job
- Complete task
- Create account
- Create a record
- Create bulk ingest job
- Create bulk query job
- Create campaign
- Create contact
- Create custom field
- Create custom object
- Create lead
- Create note
- Create opportunity
- Create SObject record
- Create sObject tree
- Create task
- Create Tooling Flow
- Create validation rule
- Delete account
- Delete campaign
- Delete contact
- Delete file
- Delete job query
- Delete lead
- Delete note
- Delete opportunity
- Delete sObject record
- Delete multiple records (SObject Collections)
How it works
- 1
Connect
Connect it in Settings › Connectors. Most tools take one click to authorise.
- 2
Put agents to work
Strategy, Content and Analyst AI can read from it and act in it as part of your lifecycle programs.
- 3
Approve and measure
You review every change before it goes live, and Sortment measures the lift.
Related integrations
All integrations
See Sortment work with Salesforce.
Book a 30-minute call. We'll walk you through Sortment with your goals, your data and your stack in mind.
No migration · Works alongside your existing stack