AI Conversations That Drive Salesforce Actions Automatically
Connect LoopReply to Salesforce and turn every qualified chat conversation into a CRM record: leads, contacts, opportunities, and cases created automatically with full context.
No credit card required · Free tier available · 5-minute setup
What you can automate with LoopReply + Salesforce
Auto-Create Salesforce Leads
Qualified leads from AI conversations are created as Salesforce Lead records automatically, with source, channel, and all collected fields.
Update Opportunities and Cases
Trigger opportunity stage updates or case creation directly from chat events. Keep Salesforce current without manual data entry.
Look Up Account and Contact Data
The AI can query Salesforce during a chat to retrieve account information, open cases, or contact history, personalizing the conversation.
Log Activities and Notes
Every conversation is logged as a Salesforce Activity on the relevant Lead or Contact record, giving your team full visibility.
Connect LoopReply to Salesforce in minutes
Connect via Salesforce OAuth
Go to Integrations → Salesforce in LoopReply. Authorize via Salesforce Connected App using OAuth 2.0.
Map Fields
Map LoopReply conversation variables to Salesforce fields: Lead Source, First Name, Email, Company, and any custom fields.
Add Salesforce Nodes to Workflows
Use Salesforce action nodes in the visual builder: Create Lead, Update Opportunity, Create Case, Log Activity.
Test and Validate
Run a test conversation and confirm the Salesforce records are created correctly with the expected field values.
Everything included with LoopReply
Every LoopReply plan includes the Salesforce integration alongside the full platform.
Common questions about the Salesforce integration
Leads, Contacts, Accounts, Opportunities, and Cases. Custom objects are available on Enterprise plans via the API action node.
Yes. During setup you can connect to a Salesforce sandbox for testing before pointing to your production org.
Ready to connect Salesforce to your AI chatbot?
Start free, no credit card required. The Salesforce integration is available on all plans.