Skip to content

Salesforce IntegrationEvery agent touch, on the Salesforce record.

The Salesforce integration keeps Codexa and your org in step, so leads, accounts, activity and meetings land on the records your team already works from.

Book a DemoSee Live Demo
What stays in sync

The records your team needs, kept current.

Codexa writes agent work back to Salesforce, so nobody has to copy notes from one tool into another.

Record
Codexa
Salesforce
What is includedStatus
Leads and contactsNames, roles, contact details
Codexa to Salesforce
NameJob titleEmailPhone
Synced40s ago
AccountsAccount details and fit
Both directions
DomainIndustrySizeICP fit
Synced1m ago
Tasks and activitiesCalls, emails and messages
Codexa to Salesforce
CallsEmailsLinkedInSMS
SyncedJust now
EventsBooked meetings and owner
Codexa to Salesforce
TimeOwnerBriefTranscript
Synced1m ago
Lead score and statusWhere each lead stands
Codexa to Salesforce
ScoreLead StatusRating
Synced20s ago

Illustrative records and sample sync times.

Setup

Connected in three steps.

  1. Connect your account

    Authorize Codexa to work with your Salesforce org.

  2. Map your fields

    Choose how Codexa fields line up with the Salesforce fields you already use.

  3. Go live

    Records start to sync, and your team keeps working in Salesforce as usual.

Trust

Your CRM stays in charge.

A system of record you already trust

Salesforce stays where your team works. Codexa adds agent activity to it, instead of asking you to move.

Access you can see

Review what Codexa can read and write, and change it when your needs change.

Visible sync status

See what synced, when, and whether anything needs attention.

Other integrations

Works with the system of record you already run.

The same integration approach applies across supported CRMs.

IntegrationHubSpotSync leads, activity and meetings into the CRM your team already uses.ContactsCompaniesActivitiesMeetings
You are hereSalesforceKeep leads, accounts and agent activity aligned in Salesforce.LeadsAccountsTasksEventsCurrent page
FAQ

Salesforce integration questions, answered.

It connects Codexa to your Salesforce org, so the work your AI agents do, including new leads, calls, emails, booked meetings and lead scores, is logged on the Salesforce records your team already uses.

  • Calls and emails logged
  • Booked meetings
  • Lead scores in Salesforce

Leads and contacts, accounts, tasks for calls, emails and messages, and events for booked meetings. Lead score and Lead Status are kept current on each lead.

  • Leads, contacts and accounts
  • Tasks and events
  • Lead score and Lead Status

Yes. During setup you choose which Salesforce field each Codexa field writes to, so your reports and dashboards keep working.

  • Field mapping at setup
  • Your own fields
  • Reports and dashboards keep working

Changes your team makes in Salesforce, such as a new Lead Owner or Lead Status, are kept as the source of truth. Codexa adds its activity next to them.

  • Team edits win
  • Lead Owner and Status kept
  • Codexa activity added alongside

Yes. The HubSpot integration uses the same approach, so teams on either CRM get agent activity on their records.

  • HubSpot integration
  • Same approach
  • Activity on either CRM
Where it fits

Keeps Salesforce aligned with everything your agents do.

Salesforce Integration reads lead and account context from your org, and logs every touch, score and booked meeting back as it happens.

1Pillar

Discover & Prioritize

Agents find and rank the accounts worth your time.

2Pillar

Engage & Qualify

Agents start conversations and qualify interest.

3You are here

Report & Secure

Managers see performance, data stays in your systems.

Data flow:Signals & LeadsAgent ActionsSalesforce IntegrationAE Pipeline
Ready when you are

Put the Autonomous GTM Platform to work.

Book a DemoCodexa for enterprise