Bring people in
Read Salesforce Leads or Contacts with your filters and add them to a Funkel AI list. Check the rows before anyone is added.
Funkel AI + Salesforce
Keep Salesforce and your outreach connected.
Bring Salesforce people into Funkel AI lists, send Funkel AI people to Salesforce, and log outreach activity as Tasks.
Funkel AI × Salesforce
Native connectionYour tools. One workflow.
Working together
Salesforce, connected to Funkel AI.
Connect your Salesforce organization once. Then choose what moves in each direction. Into Funkel AI brings Leads and Contacts into a list. Out to Salesforce sends people from your lists or campaigns to your CRM. Activity logs completed outreach as Tasks. Results shows what happened to each person.
What you can do
Make each connection count.
Send people out
Send people from your lists or campaigns to Salesforce. Funkel AI first looks for a matching Lead or Contact. If there is no match, it can create a new Lead.
Log your outreach
Log each sent invite, message, email, or reply as a Task on the Lead or Contact. Keep message text out of Salesforce if you prefer.
An example workflow
From one step to the next.
- 01
Import Salesforce people
Choose who to read and the list they go to. Turn on Keep this list current to add new Salesforce people at each check.
- 02
Decide when to reach out
Imports never start outreach. You decide when a campaign contacts these people.
- 03
Keep your CRM up to date
Funkel AI sends people and field changes to Salesforce and logs completed activity as Tasks.
Get connected
Set up Salesforce.
- Open Settings, then Integrations, in Funkel AI. Connect Salesforce and allow access.
- Click Manage on the connected organization. Each organization keeps its own settings.
- In Into Funkel AI, choose who to read and the destination list. Review the field mapping, click Save and import now, check the rows, then click Import valid rows.
- In Out to Salesforce, add the list or campaign to send from. Choose matching, the fields to send, and whether to create new Leads.
- In Activity, turn on Log completed activity as Tasks, choose the events and Task status, and save.
- Open Results to see each transfer and what happened to each person.
Connection details
Before you connect.
- Funkel AI never deletes Salesforce records. It never creates Accounts or Contacts.
- Automatic checks run every few minutes. Changes are not sent in real time.
- Activity is logged as Tasks only for people sent from campaigns in Out to Salesforce.
- Known email opt-outs always block email from Funkel AI.
- Production, Developer Edition, and Sandbox organizations are supported. You can connect more than one organization.
A little more detail
Your questions, answered.
Does importing people start outreach?
No. Imports add people to a list. You decide when a campaign contacts them.
What if a person is already in Salesforce?
Funkel AI first looks for a matching Lead or Contact. It creates a new Lead only if there is no match and you choose Create a new Lead.
How do I see what happened to each person?
Open Results. It shows each person as created, matched, updated, skipped, conflict, unconfirmed, or failed.
Keep connecting
More ways to work together.
All integrations ↗
HubSpot
Create HubSpot contacts from newly discovered Funkel AI leads. Keep the essential contact details in your existing CRM.
Native connection
Slack
Receive lead and conversation notifications in Slack. Keep useful outreach updates close to your daily work.
Native connection
Clay
Send company rows from Clay to Funkel AI. Review the company scope and credit estimate before starting a decision-maker search.
Inbound connector