Two-way, real-time, transparent
Connect once. Outsales reads from Salesforce and writes back to it — your data stays where you expect it, always.
- Tasks (read + write back)
- Opportunities and stages
- Leads, Contacts, Accounts
- Notes and activities (read)
- Custom fields and objects
- User and role hierarchy
Automate Salesforce workflows with AI
Common workflows our customers automate when they connect Salesforce.
AI-written follow-ups for every SF task
Create an email task in Salesforce — Outsales drafts using opportunity context, account notes, and prior email history.
Stage-aware sequencing
Discovery-stage opps get qualification questions. Proposal stage gets ROI nudges. Outsales picks the right playbook per stage.
Auto-create SF tasks on prospect activity
Email opened twice, calendar invite accepted, or quote viewed → Outsales creates a task for the opp owner with reasoning.
Custom object support
Outsales can read and write custom objects via SF API. Tell us your data model — we'll map it.
What Salesforce powers in Outsales
Connect Salesforce and unlock these Outsales modules.
AI Follow-up
SF tasks trigger AI follow-ups. Outsales drafts the email, you approve or it auto-sends. Activity pushed back to Salesforce.
Learn moreBuy Intent
Opportunity stage + engagement signals feed the intent score. Replaces or augments Einstein scoring.
Learn moreSequencer
Pull SF Lead lists into outbound sequences. Replies sync back as Lead/Contact activities.
Learn moreConnect Salesforce in 2 minutes
No code. No SDK. Just OAuth.
- 1Open Outsales Settings → Integrations → Connect Salesforce.
- 2Authorize via OAuth — select the Salesforce org.
- 3Outsales runs initial backfill of leads, contacts, opportunities.
- 4Pick which opp stages should trigger AI Workers (e.g. Discovery, Proposal).
- 5Tasks created in Salesforce now flow through Outsales AI.