Integrations / Salesforce
CRMCoPilot for Salesforce
Send verified prospects into Salesforce from search results or on an Autopilot schedule — checked for deliverability and duplicates before they arrive.
Native integration · OAuth · Free plan with 5 verified leads a week
What gets sent
A new record in your Salesforce org
Each lead you export or Autopilot delivers includes:
- First and last name
- Job title
- Company name and website domain
- Location (city, region, country)
- Verified work email
- Phone number, if you unlocked one
Before anything is sent
- Email verificationUndeliverable emails are skipped, and you aren't charged to unlock them.
- Duplicate checkCRMCoPilot looks for an existing record by email and company domain.
- Owner assignmentNew records go to a fixed owner or round-robin across your users.
What you configure
Set up in a few minutes
- Connect SalesforceIn CRMCoPilot, open Settings → Integrations, click Connect next to Salesforce and approve access.
- Send leadsSelect leads in your results and export them, or create an Autopilot agent with Salesforce as its Connected CRM.
- Set the schedule (Autopilot, paid plans)Pick days of operation, a start time and leads per day. Auto-verify is on by default. Autopilot is included in paid plans.
What to expect
Once it's running
- New records in SalesforceCreated with the fields listed above and assigned to the owner you chose.
- Works with your Salesforce setupYour assignment rules, flows and validation rules apply to the new records as they do to any other.
- One layer above several CRMsRun Salesforce for enterprise accounts and another CRM for other teams, and send each prospect where it belongs.
- Reads back for Event IntelligenceThe Event Intelligence agent reads data back from Salesforce to work on the records already there.
What this integration doesn't do today
- Report which leads became customers or closed deals. CRMCoPilot reads CRM data back today only for the Event Intelligence agent.
- Check other connected CRMs for an existing relationship before creating a record (planned).
Salesforce questions
Do I need Zapier or Make?
No. Salesforce connects natively from Settings → Integrations using Salesforce's own sign-in.
Will it create duplicates?
CRMCoPilot checks for an existing record by email and company domain before exporting. Keep Salesforce's duplicate rules on as a second safeguard.
Can I use Salesforce alongside another CRM?
Yes. Connect Salesforce together with GoHighLevel, Zoho CRM, Pipedrive or HubSpot, and pick the destination per search or Autopilot agent.
Send your first verified leads to Salesforce
Create a free account, connect Salesforce and run your first search.