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Salesforce is one of the integrations in Swan’s catalog. Connect it from Tools; you authenticate via OAuth, and the connection is org-wide.

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What the agent can do

Once connected, the agent has tools to work with Salesforce contacts, leads, accounts, opportunities, sequences, tasks, and notes, and can run SOQL queries directly for more complex lookups and filtering. As with HubSpot, most write actions cost 1 credit — see credits. You can enable or disable individual Salesforce tools and require approval before they run from the Salesforce card’s Capabilities tab in Tools; disconnecting it is a Danger Zone action on that same card’s Configuration tab.

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What’s different from HubSpot

A few automatic behaviors are currently HubSpot-only:
  • Swan does not automatically log outreach activity (emails, LinkedIn messages, replies) to Salesforce records the way it does for HubSpot. If you want outreach logged to Salesforce, you need to instruct Swan to do it explicitly — for example, as an instructions in a trigger or sequence step.
  • The contact/company creation policies described in Swan vs. your CRM are HubSpot-specific settings; they don’t apply to Salesforce.
  • Salesforce doesn’t currently fire Swan triggers the way HubSpot workflows do — see how triggers work for the trigger sources Swan supports today.

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Common questions

Is Salesforce a first-class CRM integration like HubSpot? Yes — Salesforce is built in and connects via OAuth. What differs today is the automatic behavior: HubSpot has automatic activity logging and contact-creation policy settings, Salesforce doesn’t yet — the agent works Salesforce through its tools and your instructions. Will Swan create Salesforce records automatically the way it does with HubSpot? No automatic creation policy exists for Salesforce today. The agent creates or updates records only when your instructions call for it. Can I run a custom query against Salesforce? Yes — the agent has a tool for running SOQL queries directly, useful for filtering or lookups beyond the built-in search tools. Does connecting Salesforce disable HubSpot, or can I use both? You can connect both; each integration governs its own set of tools and behavior independently.