SendToTeam + Salesforce Integration

SendToTeam authenticates with Salesforce through the Connected App OAuth 2.0 flow. Your Salesforce admin creates or approves a Connected App in Setup, granting scopes for api and refresh_token. The integration then uses SOQL queries through the Salesforce REST API to read Account, Contact, Opportunity, and custom object data. Field-level security in Salesforce governs which fields AI employees can see — if a field is hidden from the connecting user's profile, SendToTeam cannot read it either.

Data sync is the foundation of this integration, and it works differently from CRM tools that mirror entire databases. SendToTeam queries Salesforce on demand: when an AI employee needs to draft an email for a contact, it pulls that specific record's fields at query time. This means your outreach always reflects the latest CRM state without maintaining a stale data copy. For reporting tasks, the AI employee runs SOQL queries against your org's objects to aggregate pipeline, activity, and forecast data.

Here is how a typical enterprise workflow runs: your Salesforce admin creates a report of Opportunities in "Negotiation" stage with no activity in the last 14 days. SendToTeam's AI employee reads that report's results, pulls each Opportunity's primary contact, account history, and the last email logged by the assigned rep. It drafts a follow-up email for each contact that acknowledges the specific proposal, addresses industry-relevant concerns, and suggests a next step. Each draft is queued for the assigned rep, and upon approval, the send activity is logged as a Task on the Opportunity record.

The integration supports both Salesforce Classic and Lightning Experience, and works with custom objects and custom fields without additional configuration beyond standard field-level security. Teams running heavily customized orgs with dozens of custom objects can expose those objects to SendToTeam simply by ensuring the connected user's profile has read access.

Professional edition users should be aware of the 1,000 API calls per user per 24-hour limit. SendToTeam batches queries and caches record data during active workflows to operate efficiently within this quota. Enterprise and Unlimited editions have significantly higher limits and are recommended for teams with large-scale outreach programs.