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Auth type: OAuth
For general setup steps, permissions, and troubleshooting, start with: App Integrations.

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Connect Salesforce

  1. Go to Settings → Apps in Hyper
  2. Select Salesforce → Connect New
  3. Complete OAuth and grant requested CRM scopes

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Common capabilities

  • Find, create, and update leads, contacts, accounts, and opportunities
  • Automate CRM workflows and customer relationship management
  • Sync data across your sales pipeline

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Use in Chat

Enable Salesforce in the tool selector. Ask your agent to look up or update CRM records.

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Use in Agents

Add Salesforce to an agent’s toolkits and select the connection. Toggle which actions require approval.

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Use in Flows

Add Salesforce action nodes to search or write CRM data. Pass variables from earlier steps.

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Troubleshooting

  • Permission denied: re-authorize with scopes for the needed objects
  • Record not found: validate identifiers (email, account ID, record ID)

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Available Actions

Hyper agents can run the following actions for this integration. Each action can be individually set to Enabled, Requires Approval, or Disabled in your agent’s toolkit settings. Actions can be set to one of three control states:
StateBehavior
EnabledAgent runs the action automatically
Requires ApprovalAgent pauses and waits for your confirmation before proceeding
DisabledAction is blocked and cannot be used
Configure these in the agent’s toolkit settings or in workspace defaults.
ActionDescription
Add Contact To CampaignAdd an existing Contact to an existing Campaign via Salesforce
Add Lead To CampaignAdd an existing Lead to an existing Campaign via Salesforce
Create AccountCreate a Salesforce Account via the Pipedream component
Create AttachmentCreate a Salesforce Attachment via the Pipedream component
Create CampaignCreate a Salesforce Campaign via the Pipedream component
Create CaseCreate a Salesforce Case via the Pipedream component
Create Case CommentCreate a Case Comment on a Case via the Pipedream component
Create ContactCreate a Salesforce Contact via the Pipedream component
Create Content NoteCreate a Salesforce Content Note (and optional document link) via the Pipedream component
Create EventCreate a Salesforce Event via the Pipedream component
Create LeadCreate a Salesforce Lead via the Pipedream component
Create NoteCreate a Salesforce Note via the Pipedream component
Create OpportunityCreate a Salesforce Opportunity via the Pipedream component
Create RecordCreate a Salesforce record for any SObject via the Pipedream component
Create TaskCreate a Salesforce Task via the Pipedream component
Create UserCreate a Salesforce User via the Pipedream component
Delete OpportunityDelete a Salesforce Opportunity via the Pipedream component
Delete RecordDelete a Salesforce record for any SObject via the Pipedream component
Find RecordsRetrieve selected fields for records of a given SObject via the Pipedream component
Get CaseRetrieve a Case by Id via the Pipedream component
Get UserRetrieve a User by Id via the Pipedream component
Insert Blob DataInsert blob data into a Salesforce standard object via the Pipedream component
List Case CommentsList all Case Comments for a given Case via the Pipedream component
List Email MessagesList Email Messages, optionally filtered by Case, via the Pipedream component
Post Feed To ChatterPost a message to a Chatter feed via the Pipedream component
Search StringPerform a parameterized search for records via the Pipedream component
Send EmailSend an email via Salesforce using the Pipedream Salesforce REST API component
Update AccountUpdate a Salesforce Account via the Pipedream component
Update ContactUpdate a Salesforce Contact via the Pipedream component
Update OpportunityUpdate a Salesforce Opportunity via the Pipedream component
Update RecordUpdate fields of a record for any SObject via the Pipedream component
Upsert RecordCreate or update a record for any SObject via the Pipedream component