lineer
Integrations

Salesforce Integration

Lineer + Salesforce. AI agents powered by your Salesforce data.

Connect Salesforce to Lineer with full OAuth. Your standard Salesforce objects sync automatically. AI agents research, personalise, and act on your existing data.

Salesforce Integration
Lineer
S
Salesforce

What Syncs

Contacts

Full contact records with standard and custom fields.

Accounts

Account data including hierarchy and ownership.

Opportunities

Opportunity stages, values, and close dates.

Activity

Task and event history linked to records.

1

Connect with one click.

Authorise via OAuth from your Lineer settings. No API keys needed.

2

Your data syncs automatically.

Standard Salesforce objects flow into Lineer. Changes sync both ways.

3

Agents start working.

AI agents can research, enrich, and act on your Salesforce data immediately.

See Lineer and Salesforce working together.

Book a Demo