Salesforce
Sync customer data between Unbound and Salesforce
Sync customer data between Unbound and Salesforce. Access records, update fields, and trigger workflows directly from your contact center conversations.
Get Started FreeEverything you get with Salesforce.
OAuth Authentication
Secure login via Salesforce OAuth for enterprise-grade security.
Live Record Lookup
Pull Salesforce records in real-time during calls and conversations.
Field Updates
Update Salesforce fields directly from Unbound workflows.
Trigger Workflows
Launch Salesforce automation based on Unbound events.
Custom Objects
Support for standard and custom Salesforce objects.
Bi-directional Sync
Keep data synchronized between both platforms automatically.
Up and running in minutes.
Connect via OAuth
Authenticate your Salesforce account securely through OAuth.
Map Your Fields
Choose which Salesforce fields to sync with Unbound.
Build Workflows
Add Salesforce lookup and update nodes to your call flows.
What teams build with Salesforce.
Pull customer account details during inbound calls
Update case status after support conversations
Create new leads from qualified conversations
Trigger follow-up tasks in Salesforce automatically
Ready to connect Salesforce?
Get started free. Integration takes less than five minutes.