cicada
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Sales & CRM · One-click connect

An AI teammate for Salesforce.

Connect Salesforce and your Cicada agent works in it for you: 63 Salesforce actions, from looking things up to making changes. Ask from iMessage, WhatsApp, Slack or the app, and keep it read-only if you only want it to look.

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300 free credits. No card. Read-only if you want.

Things to ask about Salesforce
  • Which Salesforce opportunities close this month without a next step?
  • Update the Northwind opportunity in Salesforce to Proposal and log today's call.
  • Send me a Monday summary of new Salesforce leads by source.
  • Find duplicate accounts in Salesforce and list them for me to check.
Text it, Slack it, or type it in the app. Swap in your own details.
What Cicada can do in Salesforce

63 Salesforce actions, picked for what you ask.

About Salesforce: Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth

Reads

28 in all · always allowed
  • Get lead
    Retrieves a specific lead by id from Salesforce, returning all available fields.
  • List leads
    Lists leads from Salesforce using soql query, allowing flexible filtering, sorting, and field…
  • Get account
    Retrieves a specific account by id from Salesforce, returning all available fields.
  • Get contact
    Retrieves a specific contact by id from Salesforce, returning all available fields.
  • Search leads
    Search for Salesforce leads using multiple criteria like name, email, phone, company, title,…
  • Search notes
    Search for Salesforce notes using multiple criteria like title, body content, parent record, owner,…
  • Search tasks
    Search for Salesforce tasks using multiple criteria like subject, status, priority, assigned user,…
  • Get user info
    Retrieves information about the current user or a specific user in Salesforce.
  • List accounts
    Lists accounts from Salesforce using soql query, allowing flexible filtering, sorting, and field…
  • List contacts
    Lists contacts from Salesforce using soql query, allowing flexible filtering, sorting, and field…

Changes

35 in all · off when Salesforce is read-only
  • Send email
    Sends an email through Salesforce with options for recipients, attachments, and activity logging.
  • Create lead
    Creates a new lead in Salesforce with the specified information.
  • Create note
    Creates a new note attached to a Salesforce record with the specified title and content.
  • Create task
    Creates a new task in Salesforce to track activities, to-dos, and follow-ups related to contacts,…
  • Delete lead
    Permanently deletes a lead from Salesforce. this action cannot be undone.
  • Update lead
    Updates an existing lead in Salesforce with the specified changes.
  • Complete task
    Marks a task as completed with optional completion notes.
  • Create account
    Creates a new account in Salesforce with the specified information.
  • Create contact
    Creates a new contact in Salesforce with the specified information.
  • Delete account
    Permanently deletes an account from Salesforce. this action cannot be undone.

Showing 20 of 63. Your agent can use every one of them; you don't pick them, you ask for the outcome.

How it works

Connected in a minute. In your control after that.

  1. Connect Salesforce

    Open Connections, find Salesforce and press Connect. You sign in on Salesforce's own page; there's nothing to configure.

  2. Choose what it may do

    Full, Ask first or Read-only, for the whole workspace. Share Salesforce with the team, or keep it under each person's own login.

  3. Ask from anywhere

    Text your agent on iMessage or WhatsApp, message it in Slack or the app, or put a Salesforce job on a schedule: every morning, every Friday.

More on this: Cicada for sales

Works with your other tools

Salesforce, together with the rest of your stack.

Ask for an outcome that spans apps and your agent pulls from each one, cross-checks them and sends back one answer.

More sales & crm integrations

Amplemarket integrationSalesfinity integrationSalesloft integrationZoomInfo integrationHubSpot integrationGong integrationIntercom integrationDynamics 365 integration

Often used alongside

Gmail integrationSlack integrationGoogle Sheets integrationGoogle Calendar integration

See all 888 integrations

Questions

Salesforce and Cicada, answered.

Does Cicada integrate with Salesforce?

Yes. Salesforce is one of the 888 apps with a page here, and it connects with one click. Once it's connected, every agent in your workspace can use it from any channel you talk to them on.

How do I connect Salesforce?

Open Connections, find Salesforce and press Connect. You sign in on Salesforce's own page; there's nothing to configure.

What can Cicada do in Salesforce?

63 actions: 28 that read from Salesforce and 35 that change things in it, for example get lead, list leads, get account. It picks the right ones for what you ask and chains them with your other apps.

Can I stop Cicada changing things in Salesforce?

Yes. In Connections, set Salesforce to Read-only and no agent in your workspace can create, change or delete anything in it; it can still read. Ask first lets it act but makes it check with you before each change.

Can I ask about Salesforce from my phone?

Yes. Text your agent on iMessage or WhatsApp, or message it in Slack or the app. It answers in the same thread, and it can run Salesforce jobs on a schedule, like every morning at 8.

Is my Salesforce data safe?

Your Salesforce login or key is stored on the server and never appears in a conversation. Disconnecting removes it. Every action an agent takes is in your activity log, and your data isn't used to train models.

One teammate. The output of a team.

Works nights, remembers every decision, answers in the thread. Start free with 300 credits.

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