Salesforce

Salesforce

OAuth Integration

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

Connect Salesforce →

How to Connect

  1. 1 Ask your agent to connect to Salesforce
  2. 2 Click the OAuth authorization link provided by the agent
  3. 3 Authorize Shogo to access your Salesforce account
  4. 4 Done! Your agent can now interact with Salesforce on your behalf

Templates Using Salesforce

🎯

BDR Agent

Your always-on sales development rep. Researches prospects, crafts personalized outreach, tracks responses, and surfaces hot leads in a live pipeline dashboard.
🔀

Inbound Lead Qualifier

Instantly qualifies and routes every inbound lead. Scores by ICP fit, enriches with company data, and routes to the right rep — 24/7.
🗂️

CRM Dashboard

Live CRM command center. Surfaces pipeline health, deal velocity, rep activity, and at-risk accounts from HubSpot or Salesforce in one visual dashboard.

Connect Salesforce to your agent

Create a free Shogo agent and connect Salesforce in minutes.

Get Started Free →