SIMBA + Salesforce
Create leads, update opportunities, and log calls to Salesforce.
Salesforce API docsConnect Salesforce with a Connected App token and SIMBA agents can read and write to any standard or custom object during a conversation. Lead qualification results, call notes, opportunity updates, and task creation all happen in real time.
What agents can do
- Create/update Leads, Contacts, Accounts, Opportunities
- Log Tasks and call notes against records
- Query standard or custom objects via SOQL
- Enroll records in Salesforce Flows
Common workflows
SDR automation
Agent qualifies an inbound caller, creates a Lead, schedules a meeting, and writes a Task for the owning rep.
Opportunity updates
Agent updates opportunity stage, amount, and notes after a qualifying conversation.
Setup
- 1In Salesforce Setup, create a Connected App with the API scope.
- 2Generate an OAuth access token (via JWT bearer or refresh flow).
- 3In SIMBA, add the Salesforce integration with the token and your instance URL.
- 4Wire the Lead, Task, and Opportunity tools to your agent.
Example: createLead tool
POST https://{{instance}}.my.salesforce.com/services/data/v60.0/sobjects/Lead
Authorization: Bearer {{sfdc_token}}
{
"FirstName": "{{first_name}}",
"LastName": "{{last_name}}",
"Company": "{{company}}",
"Phone": "{{caller_phone}}",
"LeadSource": "SIMBA Inbound"
}Frequently asked questions
Do you support custom objects?
Yes. SIMBA tools can target any SObject, including custom ones, via the REST API.
What about sandboxes?
Point the instance URL at your sandbox domain. The integration works the same.
Connect Salesforce in the dashboard
Bring your own credentials. SIMBA stores them server-side and your agents call Salesforce during conversations.