Salesforce
Salesforce support is coming soon to DealMachine.
Salesforce + DealMachine
Integrate Salesforce to sync leads, contacts, and opportunities with your DealMachine workspace.
How it works
Talk to Salesforce from the Copilot
Once connected, the DealMachine Copilot reads and writes Salesforce through a managed MCP server. Ask it to look things up or push updates in plain language.
- 1Connect Salesforce
Connect Salesforce from Settings → Connections with one-click OAuth.
- 2Managed MCP server
DealMachine spins up a managed MCP server for Salesforce automatically. Nothing to host.
- 3Ask the Copilot
Ask the Copilot to fetch or update Salesforce records right inside chat.
Keep Salesforce in sync automatically
Push new leads and enriched data into Salesforce, and keep records current as things change. Background sync runs for you.
- 1Connect Salesforce
Authorize DealMachine to access your Salesforce account.
- 2Map your fields
Match DealMachine fields to your Salesforce fields once.
- 3Sync on a schedule
New and updated records flow automatically with no manual exports.
Send data to Salesforce in one click
Trigger Salesforce actions from DealMachine or the Copilot. Create records, send messages, and push lists without leaving your workflow.
- 1Connect Salesforce
Link your Salesforce account to DealMachine.
- 2Pick an action
Choose an action, or just ask the Copilot to run one for you.
- 3Done instantly
DealMachine sends the data to Salesforce in real time.
Examples
Look up a record
Ask the Copilot to find something in Salesforce without leaving DealMachine.
Find this owner's record in Salesforce and show their last activity.
Update on the fly
Tell the Copilot to update Salesforce as you work a lead.
Add a note to this contact in Salesforce: "Spoke 6/1, follow up next week."
FAQ
Is the Salesforce connection available yet?
Not quite. Salesforce is on the roadmap. Connect what you use today and we'll let you know the moment Salesforce goes live.
Is my data secure?
Yes. Credentials are encrypted at rest, connections are scoped to your organization, and you can disconnect Salesforce at any time.
Explore more connections
Want Salesforce sooner?
Tell us you need Salesforce and start using the connections that are live now.