Auth type: OAuthDocumentation Index
Fetch the complete documentation index at: https://hyperfx.ai/docs/llms.txt
Use this file to discover all available pages before exploring further.
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)
Available Actions
Hyper agents can run the following actions for this integration. Each action can be individually set to Enabled, Requires Approval, or Disabled in your agent’s toolkit settings. Actions can be set to one of three control states:| State | Behavior |
|---|---|
| Enabled | Agent runs the action automatically |
| Requires Approval | Agent pauses and waits for your confirmation before proceeding |
| Disabled | Action is blocked and cannot be used |
| Action | Description |
|---|---|
| Add Contact To Campaign | Add an existing Contact to an existing Campaign via Salesforce |
| Add Lead To Campaign | Add an existing Lead to an existing Campaign via Salesforce |
| Create Account | Create a Salesforce Account via the Pipedream component |
| Create Attachment | Create a Salesforce Attachment via the Pipedream component |
| Create Campaign | Create a Salesforce Campaign via the Pipedream component |
| Create Case | Create a Salesforce Case via the Pipedream component |
| Create Case Comment | Create a Case Comment on a Case via the Pipedream component |
| Create Contact | Create a Salesforce Contact via the Pipedream component |
| Create Content Note | Create a Salesforce Content Note (and optional document link) via the Pipedream component |
| Create Event | Create a Salesforce Event via the Pipedream component |
| Create Lead | Create a Salesforce Lead via the Pipedream component |
| Create Note | Create a Salesforce Note via the Pipedream component |
| Create Opportunity | Create a Salesforce Opportunity via the Pipedream component |
| Create Record | Create a Salesforce record for any SObject via the Pipedream component |
| Create Task | Create a Salesforce Task via the Pipedream component |
| Create User | Create a Salesforce User via the Pipedream component |
| Delete Opportunity | Delete a Salesforce Opportunity via the Pipedream component |
| Delete Record | Delete a Salesforce record for any SObject via the Pipedream component |
| Find Records | Retrieve selected fields for records of a given SObject via the Pipedream component |
| Get Case | Retrieve a Case by Id via the Pipedream component |
| Get User | Retrieve a User by Id via the Pipedream component |
| Insert Blob Data | Insert blob data into a Salesforce standard object via the Pipedream component |
| List Case Comments | List all Case Comments for a given Case via the Pipedream component |
| List Email Messages | List Email Messages, optionally filtered by Case, via the Pipedream component |
| Post Feed To Chatter | Post a message to a Chatter feed via the Pipedream component |
| Search String | Perform a parameterized search for records via the Pipedream component |
| Send Email | Send an email via Salesforce using the Pipedream Salesforce REST API component |
| Update Account | Update a Salesforce Account via the Pipedream component |
| Update Contact | Update a Salesforce Contact via the Pipedream component |
| Update Opportunity | Update a Salesforce Opportunity via the Pipedream component |
| Update Record | Update fields of a record for any SObject via the Pipedream component |
| Upsert Record | Create or update a record for any SObject via the Pipedream component |