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🧩 Salesforce Integration

Wittify’s Salesforce integration allows you to seamlessly sync user interactions, captured leads, and conversation data directly into your Salesforce CRM. With this integration, your AI agents become a natural extension of your sales and support teams.

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✅ What This Integration Enables

  • Automatically capture leads from conversations into Salesforce
  • Update and sync contact details, accounts, and opportunities in real-time
  • Let AI agents log interactions and notes directly under Salesforce records
  • Enable smarter follow-ups with data-driven insights from your CRM

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💡 Ideal For

  • Sales teams looking to streamline lead capture and tracking
  • Businesses managing their pipeline in Salesforce CRM
  • AI agents that need to provide personalized, CRM-backed responses to customers

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🔧 How to Set It Up

  1. Go to Tools and Integrations in your Wittify dashboard
  2. Go to Salesforce and click Connect
  3. You’ll be redirected to a Salesforce login page — sign in with your Salesforce account
  4. Grant the required permissions to Composio by clicking Allow