For general setup steps, permissions, and troubleshooting, start with: App Integrations.
Connect Salesforce
- Go to Settings → Apps in Hyper
- Select Salesforce → Connect New
- Complete OAuth and grant requested CRM scopes
Common capabilities
- Find, create, and update leads, contacts, accounts, and opportunities
- Automate CRM workflows and customer relationship management
- Sync data across your sales pipeline
Use in Chat
Enable Salesforce in the tool selector. Ask your agent to look up or update CRM records.Use in Agents
Add Salesforce to an agent’s toolkits and select the connection. Toggle which actions require approval.Use in Flows
Add Salesforce action nodes to search or write CRM data. Pass variables from earlier steps.Troubleshooting
- Permission denied: re-authorize with scopes for the needed objects
- Record not found: validate identifiers (email, account ID, record ID)