ProspectAI + Salesforce Integration — Sync Pipeline Automatically
Connect Salesforce to ProspectAI's end-to-end automated platform. Sync contacts, push booked meetings, and keep your CRM updated automatically as AI agents run outbound campaigns.
What You Get With ProspectAI + Salesforce
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Automatic lead and contact creation when ProspectAI books a meeting
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Two-way sync of engagement data — emails sent, replies, and LinkedIn touches appear on the Salesforce timeline
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Custom field mapping so ProspectAI research data populates the fields your team actually uses
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Opportunity creation with stage tracking tied to campaign milestones
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Duplicate detection and merge logic to keep your CRM clean as ProspectAI adds new records
How to Set Up
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Connect your Salesforce org via OAuth in ProspectAI settings
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Map ProspectAI contact fields to your Salesforce lead and contact objects
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Choose which campaign events (meetings booked, replies, bounces) sync to Salesforce activities
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Run a test sync to verify records appear correctly, then enable live sync
Frequently Asked Questions
Other Integrations
Ready to see it work?
Book a 30-minute call. We'll show you how our end-to-end automated platform fills your pipeline with qualified meetings — no manual prospecting, no templates, no busywork.