Integrations · Salesforce
AI Agents That Read & Create Leads and Tasks in Salesforce
Out of the box, Artificio connects to Salesforce through secure OAuth and (production-tested today) reads and creates Leads and Tasks and reads Contacts, through governed, approval-gated actions. Deeper objects like opportunities and cases are delivered as a scoped build on the same pattern. Our flagship out-of-the-box system of record is SAP.
- Leads & Tasks live
- OAuth secured
- Approval-gated writes
- SAP out of the box
OAuth 2.0 · Leads & Tasks read/create · Contact read
- Done: Read Contact & Lead by emaillive
- Done: Matched inbound to Leaddone
- Running: Live read before createrefresh
- Action: Create Task · follow-up callaction
Tokens isolated: OAuth tokens held in the platform, never shown to the agent or a prompt
- Live today: read & create Leads and Tasks, and read Contacts
- Production-tested via our Salesforce API integration
- Writes are approval-gated, with a live read before any create
- OAuth tokens stay isolated in the platform, never shown to the agent
Available today
Read and create the records agents touch most.
What's live right now is real and production-tested: a secure connection, read and create on Leads and Tasks, and Contact read, so agents both use CRM context and act on it.
- Leads · read + create
Turn inbound into Leads
Read existing Leads to avoid duplicates and match context, and create new Leads from inbound email, forms and documents, with a live read before the create and your approval where you want it.readmatchapprovecreate lead - Tasks · read + create
Log the follow-ups
Read Tasks for context and create new Tasks (follow-up calls, next steps, reminders) so the work an agent identifies lands in Salesforce for a rep to action.detectapprovecreate task - Contacts · read
Bring contact context in
Read contact records so the agent works with real CRM context, matching an inbound document to the right person, or confirming who a request is about.read contactsmatchuse in case - Secure by design
OAuth, isolated tokens
Connect through OAuth without sharing a password; tokens stay in the platform's integration account, never shown to the agent or written into a prompt.authorizeisolate tokenconnect
How today's integration works
Authorize once, then read and create under governance.
The live capability runs on the same governed foundation as the rest of the platform, reads for context, and approval-gated creates on fresh data.
- 1. Connect
Authorize via OAuth
Connect your Salesforce org through OAuth. You grant scoped access without sharing a password, and the tokens are stored in the platform's integration account, never shown to the agent or written into a prompt.OAuth 2.0Scoped accessTokens isolated - 2. Read
Pull Leads, Tasks & Contacts
The agent reads Leads, Tasks and Contacts so it has real CRM context, who a document or request relates to, what already exists, and what to avoid duplicating before it creates anything.LeadsTasksContacts - 3. Create
Write Leads & Tasks, governed
Creating a Lead or Task is an Action tool: it can require approval, and a live read of the affected records is required immediately before the create so the agent works from current data, not a stale snapshot.Approval-gatedLive read firstCreate Lead / Task - 4. Confirm
Verify and log every write
The agent confirms the record was created and logs the Salesforce record ID with the case, alongside every step, so you have a clean, reviewable trail on top of your org's own field history.ConfirmedRecord ID loggedAudit trail
More objects, built and validated to your requirement.
Read and create on Leads and Tasks, plus Contact read, are live today. Broader write-back (opportunities, cases, updates to other standard objects, and custom objects) is delivered as a scoped engagement on the very same governed pattern you already get for Leads and Tasks: approval-gated actions, a live read before any write, isolated tokens, and confirmed, logged results. We extend an integration that already works, so a real requirement is typically demo-ready fast.
What a scoped build can add
Where teams take Salesforce next.
These extend the live Leads/Tasks integration, delivered and validated as a requirement-scoped engagement, not advertised as live today.
- Sales
Opportunities
Create and update opportunities from inbound signals (matched to the right Account and Contact) extending the Lead flow that's already live. - Service
Case creation & routing
Classify inbound requests into Cases, link them to the right account, and route or escalate the ones that need a human. - Ops
Custom objects & updates
Read and write your custom objects, and keep stages, statuses and fields current, each write approval-gated and on fresh data.
Governed like everything else
Posting power, wrapped in control.
Because it posts real transactions, the QuickBooks flow carries the platform's full runtime-enforced governance, the same controls that let agents near SAP.
- 👤
Human approval on posting
Posting a bill can require human sign-off before it runs, the safe default, tightened to how much autonomy you want to grant. - ⏲
Fresh data before writes
A live read of the affected records is required immediately before the post, so a bill is never created on stale cached data. - 🔑
Tokens isolated
OAuth tokens stay in the platform's integration account, never shown to the agent, written into a prompt, or stored with a case. - ✅
Confirmed, not assumed
The agent verifies the post succeeded and records the transaction ID, a silent failure never passes as done. - 📑
Full match evidence
Per-line discrepancy explanations, "what to check" guidance and a process rationale accompany every case, so a reviewer sees exactly why it posted. - 📝
Complete audit trail
Every step, match result and action is logged with its identifier, a reviewable record of the whole invoice's journey to posted.
SAP ships out of the box. Salesforce is live for Leads & Tasks, more on request.
Artificio's flagship out-of-the-box integration is SAP, deep, native and production-ready. Salesforce reads and creates Leads and Tasks today, with broader objects delivered on the same governed pattern as a scoped build. Oracle is delivered the same way. Built on 21+ years of enterprise delivery.
Why Artificio for Salesforce
Why teams connect Salesforce to Artificio.
- Read & create todayLeads and Tasks live and production-tested, not just reads.
- Real CRM contextAgents read live Leads, Tasks and Contacts.
- Secure OAuth connectScoped access without sharing a password.
- Governed writesApproval-gated creates, live read before write.
- Tokens isolatedOAuth tokens never reach the agent or a prompt.
- Honest about scopeLeads/Tasks live; more objects as a scoped build.
- Fast to extendWe build on an integration that already works.
- SAP out of the boxA production-ready system-of-record integration.
FAQ
Common questions.
What works today, exactly?
Can agents create records, or only read?
What about opportunities, cases, or custom objects?
Why is Salesforce partly a build when SAP ships out of the box?
How does the connection stay secure?
How do we get started?
Security & compliance
Enterprise governance by design
Agent Actions operate under runtime-enforced policy with permissioned tools, approval gates, isolated credentials, data-freshness controls, retry limits and a traceable record of the external system result.
- HUMAN-IN-THE-LOOP
- CREDENTIALS ISOLATED
- FULL AUDIT TRAIL
See it on your org
Read and create Leads and Tasks today, extend from there.
We'll connect for Leads, Tasks and Contact read now, and scope any further objects (opportunities, cases, custom objects) you'd want. Because the integration already works, extensions come together fast.