Salesforce integration
Your contacts are in Salesforce. Your agent needs them too.
Salesforce contacts come into Smoo every 15 minutes, so your agents and Smooth Operator know who they’re talking to. Contacts, accounts and opportunities you create in Smoo are created in Salesforce.
Free to connect. Disconnect any time; you approve every write.
What syncs today
- ContactsSalesforce → Smoo
- New recordsSmoo → Salesforce
Ask who came in. Spot who already talked to you.
A replay of Smooth Operator reading contacts that synced from Salesforce today and tagging one, with your yes. Tags stay in Smoo.
What moves, and which way. And what doesn’t, yet.
Sign in with Salesforce, production or sandbox, with API-only or full access.
What syncs
- ContactsSalesforce → Smoo
New and changed Salesforce contacts arrive every 15 minutes.
- New recordsSmoo → Salesforce
Contacts, accounts and opportunities created in Smoo are created in Salesforce. Updates don’t flow back yet.
Not yet
- Accounts, opportunities and leads don’t come in from Salesforce yet: contacts only.
- Edits in Smoo don’t update existing Salesforce records.
- No custom objects.
We list these so you don’t find out after you connect.
Every tool has an off switch.
Org admins choose exactly what it may touch — turn off email sending and it can never send mail, for anyone.
It asks before it acts.
Outbound email, CRM writes, anything consequential — it drafts, you approve, edit, or decline. Nothing happens without your say.
Your team is one tap away.
Complex or sensitive conversations hand off to a person with the full history attached — escalation is a feature, not a failure.
Everything is on the record.
Every action it takes lands in the audit log with who, what, and when — review it any time.
Smooth Operator — allowed tools
Org admin · applies to every conversation
Answer from the knowledge base
Update CRM contacts & deals
Requires your approval before it runs
Send email
Requires your approval before it runs
Publish to social
Requires your approval before it runs
Activity log
Drafted follow-up to Aisha Patel · waiting on your approval · 2m ago
Escalated billing question to Sam · full history attached · 1h ago
Fair questions
Fair questions. Straight answers.
Does it sync both ways?
Partly. Contacts come in from Salesforce; contacts, accounts and opportunities you create in Smoo are created in Salesforce. Edits to existing records don’t flow back yet.
Can I try it on a sandbox first?
Yes. Pick sandbox when you connect, and switch to production when you’re happy.
Will this replace my team?
No. Smooth Operator does the follow-through your people never get to: looking things up, drafting, logging, chasing. Your team keeps the judgment calls. Every send and every change waits for a person to say yes, and anything you mark as a human decision goes to a human.
How is this different from ChatGPT?
ChatGPT helps you think. Smooth Operator does the work, inside your business: it reads your inbox, your CRM and your queue, and acts with the tools you have switched on. Your data is never sold and never used to train models.
Connect Salesforce in a few minutes. Approve everything it writes.
Sign up, open Integrations, and connect. Read-only is always an option, and you can disconnect from the same card.