Set up Salesforce
Bring Salesforce Leads into a list, send Funkel AI people to Salesforce, log activity as Tasks, and check the results.
Salesforce · 2:59 walkthrough using demo data. You can share this public link with teammates or customers.
What this video covers
Bring Salesforce Leads into a list, send Funkel AI people to Salesforce, log activity as Tasks, and check the results.
Where to do this in Funkel
Sign in to app.funkel.ai, then follow the same path shown in the video. The public video uses a demo workspace, but the controls and labels match the app.