What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Retrieve latest opportunity or contact record.
Example
"Get pipeline stage and owner of lead 'Nina Patel'."
Memory Recall
Access customer interactions, lead updates, and sales activity logs from SalesforceIQ to optimize outreach and account management.
Example
"Show recent opportunity updates and email outreach logs from SalesforceIQ."
Instant Reaction
Notify sales if SalesforceIQ record fails to sync.
Example
"Send alert if new contact fails to appear in CRM."
Autonomous Routine
Monitor pipeline updates, email sync, and contact enrichment.
Example
"Daily sync summary for SalesforceIQ updates."
Agent-Initiated Action
Retry or escalate sync issue.
Example
"Retry deal creation if contact ID is valid."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Gmail
Sync contact interactions
Google Sheets
Log communication timelines
Salesforce
Update deal stages
Try It with Your Agent
Example Prompt:
"When a contact replies via Gmail, update interaction in SalesforceIQ and log in Sheets."
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect SalesforceIQ in Fastn UCL: Navigate to the Connectors section and select SalesforceIQ, then click Connect.
2
Authenticate with your SalesforceIQ credentials to grant access to lead and relationship data.
3
Enable the actions “create_lead” and “log_interaction” in the Actions tab.
4
Use the AI Agent: Ask prompts like “Log call with client ABC” or “Add new prospect to pipeline.”
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
