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Salesforce
ActiveCrm · organization · oauth
Salesforce is a customer relationship management (CRM) platform.
Features
Contact syncAccount syncOpportunities on contactsAutomatic updatesConversation summariesSend to SalesforceField discoveryFull sync
What this integration provides
Companion Tools
Search contacts
Find and retrieve contact details from Salesforce
Manage contacts
Create and update Salesforce contacts
Manage accounts
Create and update account records
Workspace Sync
Contacts sync
Automatically sync contacts from Salesforce to your workspace
Accounts sync
Sync account records and related data
Opportunities on contacts
Show a contact's opportunities through a related-records mapping
Conversation summaries
Write each conversation's summary, insights and score to any Salesforce object, optionally linked to its task or event
Send to Salesforce
Send a conversation to a chosen Salesforce record or create a new one
Resources
Automatic updates
Harmony checks Salesforce for changed, deleted and restored records on the schedule set for each mapping
Connection
oauthConnect with Salesforce
Direct installation coming soon — March 2026
Details
Categorycrm
StatusActive
Auth Typeoauth
Scopeorganization
Capabilities
Bulk SyncField Mappingcontactsaccountsopportunitiesleads