AI That Works Inside Salesforce
Smoo AI augments your Salesforce org — auto-updating leads and contacts, enriching opportunities from conversations, and giving your team the CRM context they need without manual data entry.
What the Integration Does
AI handles Salesforce data work so your reps can focus on selling.
Lead & Contact Sync
AI conversations automatically create or update Salesforce contacts and leads — with full conversation context attached.
CRM Context Retrieval
AI pulls Salesforce account, contact, and opportunity data before each conversation — so it always has the full picture.
Custom Object Support
Write to standard and custom Salesforce objects. AI understands your org's data model and populates the right fields.
OAuth 2.0 Connected App
Secure connection via Salesforce Connected App OAuth. Tokens auto-refresh — no admin intervention needed.
Enterprise Security
All data flows over TLS. Credentials stored encrypted, never logged or exposed in API responses.
Human Handoff
High-priority opportunities escalate to your reps with Salesforce record open and all conversation notes pre-populated.
Ready to Connect Salesforce?
Set up via Salesforce Connected App OAuth. AI starts enriching your Salesforce org from day one.
- Enterprise-grade OAuth 2.0 security
- Standard and custom object support
- Auto-refreshing tokens — no admin babysitting
Connect Salesforce
Tell us about your Salesforce setup and we'll configure the integration.
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