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CRM integration

Salesforce integration for AI agents

Insiro connects AI agents to Salesforce so they can act in it under your rules. Salesforce is a leading CRM platform that helps businesses manage sales, service, and marketing. It centralizes customer data, enabling teams to drive growth and build strong relationships. Every Salesforce action runs through Insiro's governed gateway, using each person's own connection (OAuth 2.0).

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What can AI agents do with Salesforce?

With Insiro, agents can create and update contacts, companies and deals, log calls, emails and notes against the record, find stalled or at-risk opportunities and enrich new leads before routing them to an owner, all inside the permissions you set for Salesforce.

  • Create and update contacts, companies and deals.
  • Log calls, emails and notes against the record.
  • Find stalled or at-risk opportunities.
  • Enrich new leads before routing them to an owner.

A journey through Insiro

Salesforce logo SalesforceInsiroGmail

Example: Salesforce → Insiro → Gmail to log the email thread and update the opportunity. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about Salesforce

Can Insiro AI agents use Salesforce?

Yes. Insiro connects AI agents to Salesforce through its governed MCP gateway. Agents can create and update contacts, companies and deals and log calls, emails and notes against the record using each person's own Salesforce access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to Salesforce?

Salesforce connects with OAuth 2.0. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make Salesforce read-only for agents?

Yes. In Insiro Governance, set Salesforce to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

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