Integration · CRM and sales

Salesforce AI agents for pipeline reviews and record upkeep

Brainwrite connects Salesforce to your AI agents so they can run SOQL queries and reports, search accounts, contacts, leads, and opportunities, log calls and emails, create tasks and notes, and update records. You sign in to Salesforce in your browser, pick which bots get which tools, and updates come to you as approval cards unless you've allowed them.

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Brainwrite · Salesforce

Run a Salesforce query for open opportunities over $20k with no activity in 14 days. For each, list the owner, stage, and last logged activity, and draft a one-line next step.

You connect Salesforce once. Your Chief of Staff puts a bot on it.

Run a SOQL query
Search accounts, contacts, leads, and opportunities
Create a lead, contact, or opportunityWaits for you
Update a record (approval card unless allowed)Waits for you
Log a call or an email activity

An illustrated example. Actions that change something wait for your approval in Ask mode.

In Salesforce

What your bots can do in Salesforce.

Run a SOQL query
Search accounts, contacts, leads, and opportunities
Create a lead, contact, or opportunity
Update a record (approval card unless allowed)
Log a call or an email activity
Create a task or a note
Add a lead or contact to a campaign
Run a report

Ask your team · Salesforce

Run a Salesforce query for open opportunities over $20k with no activity in 14 days. For each, list the owner, stage, and last logged activity, and draft a one-line next step.

Chief of Staff

Stalled deal review
Lead intake
Activity logging

Changes in Salesforce wait for your approval in Ask mode

Jobs

Jobs your team does with Salesforce.

Stalled deal review

Query open opportunities with no recent activity and suggest a next step for each owner.

Lead intake

Create leads from an event list or inbound form and add them to the right campaign.

Activity logging

Log calls and emails against the right records so the pipeline reflects what actually happened.

Set up

How to connect Salesforce.

01
Open Connected apps
In Brainwrite, choose Connected apps in the sidebar. The official app sets up the connection service for you; there's no key to paste.
02
Search for Salesforce
Find Salesforce and choose Connect. You can add more than one account later and label each, such as work or a client.
03
Sign in in your browser
Finish Salesforce's own sign-in in your normal browser. The access token stays with the connection service and never enters a bot's prompt.
04
Choose which bots get it
In each bot's settings, give it all tools, an exact list, or none. Imported bots start with none, so nothing reaches your account by surprise.

The Apps catalog: Slack, GitHub, Gmail, Google Calendar, Sheets, Docs, Drive, Notion, Linear, Sentry, PostHog and Discord, each with Connect.

Put it to work

Use cases with Salesforce.

FAQ

Brainwrite and Salesforce: questions

How do I connect Salesforce to Brainwrite?

Open Connected apps, search for Salesforce, and select Connect. Give the org a label, then log in to Salesforce in the browser window that opens and allow access. Back in Brainwrite, bots with a Salesforce grant can query your data. Composio holds the OAuth token, so it never enters a prompt.

How do I limit what a bot can do in Salesforce?

In the bot's settings under Connected apps, choose all Salesforce tools, an exact list, or none. A pipeline reviewer can get query, search, and report tools only. The toolkit also includes admin tools such as creating custom objects and fields, which most bots never need.

Does a bot see every record in my org?

A bot sees what the Salesforce user you connected can see. Salesforce's own profiles and sharing rules still apply. Connecting with a user whose access matches the job gives you a second limit on top of Brainwrite's per-bot tool grants.

CRM and sales