Connect Salesforce to your Digital Workers
Connect the world's most widely used CRM so your Digital Workers can read accounts, update opportunities and log activities directly in Salesforce.
Salesforce connects to DigitalCrew through the Model Context Protocol (MCP), the open standard for connecting AI agents to tools. Point your crew at a Salesforce MCP server and the available actions are discovered automatically.
What your Digital Workers do with Salesforce
An always-clean CRM
Contacts, deals and activities from your Digital Workers land in Salesforce in real time, correctly filled in.
Lead qualification at scale
Max enriches and scores leads before they enter Salesforce, so your team only sees opportunities worth their time.
Follow-ups that never slip
Max monitors Salesforce for stale deals and re-engages prospects before they go cold.
Digital Workers that use Salesforce
How the Salesforce integration works
1. Get your API key
API keySetup → App Manager → New Connected App
- 1Log in to Salesforce as an administrator.
- 2Go to Setup → App Manager → New Connected App.
- 3Enable OAuth settings and add the scopes you need, then save.
- 4Copy the Consumer Key and Consumer Secret (add a security token if required).
Admin required; API access needs a supported Salesforce edition.
View the official documentation2. Connect Salesforce in DigitalCrew
Admin → Integrations → Salesforce
- 1Open DigitalCrew and go to Admin → Integrations.
- 2Search for Salesforce and click Connect.
- 3Paste your Salesforce API key into the API Key field.
- 4Choose which crew members can use Salesforce.
- 5Click Connect — your key is encrypted and stored securely.
Frequently asked questions
Is the Salesforce integration available today?
Yes, through the Model Context Protocol. Connect a Salesforce MCP server to DigitalCrew and your Digital Workers can start using it right away.
Which Digital Workers can use Salesforce?
Max, Camille get the most out of Salesforce, but any worker in your crew can be granted access when a mission calls for it.
How long does it take to connect Salesforce?
Minutes, not weeks. Native integrations connect from the dashboard with an API key or OAuth; MCP connections just need the server URL. No engineering project required.
Is my Salesforce data safe with DigitalCrew?
Yes. Your credentials are stored encrypted, workers act only within the permissions you grant, and DigitalCrew is built GDPR-compliant. You can revoke access at any time.
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HubSpot
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Pipedrive
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Learn morePut a Digital Worker on your stack.
Pick a role, connect your tools, and watch your new AI teammate ship real work from day one.
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