Best AI Agents With Salesforce Integration (2026)
Salesforce is the CRM platform for enterprise sales, service, and marketing operations. The agents below connect to Salesforce opportunity records, account data, and activity history: enabling autonomous pipeline management, conversation intelligence, and revenue operations without leaving the platform.
Salesforce is the world''s leading CRM platform and the system of record for enterprise sales, service, and marketing operations. For AI agents operating in enterprise contexts, Salesforce integration is typically a hard requirement: it is where pipeline lives, where account history is stored, and where revenue forecasting happens. Tools that cannot write to Salesforce create parallel data problems that cost more to resolve than the automation is worth.
The most capable Salesforce AI agents update opportunity stages based on conversation outcomes, enrich contact and account records from external data sources, generate call summaries and sync them to activity history, score leads against custom criteria and route them to the correct rep, flag at-risk deals based on engagement signals, and generate forecast reports from live pipeline data. These are not reporting tools that read Salesforce: they are agents that actively maintain and improve your CRM data quality.
When evaluating Salesforce AI agents, the key questions are: Does the agent use the Salesforce REST or SOAP API, and is it a certified Salesforce AppExchange partner? Does it support your specific Salesforce edition: Essentials, Professional, Enterprise, or Unlimited? Can it work with custom objects and fields, or only standard Salesforce schema? And does it maintain full audit logging of all changes made, which is a compliance requirement for most enterprise security teams?
The agents listed below cover sales automation, revenue intelligence, service cloud, and marketing operations across the Salesforce ecosystem. All have been reviewed for pricing, autonomy level, and Salesforce plan compatibility.
AI Sales Agents
View all AI Sales Agents →B2B sales intelligence platform with 275M+ contacts, AI email sequencing, and autonomous outreach. Free plan; paid from $49/user/month. Sequences run fully autonomously once configured.
Fully autonomous outbound sales agent: reads your website, identifies your ICP, finds prospects from 450M+ contacts, writes personalised emails, handles replies. From $47/month.
Multichannel outreach platform covering cold email, LinkedIn automation, and cold calling with AI-generated personalisation at scale. Email Pro from $63/user/month annual. 37,000+ sales teams. SOC 2 Type II.
HubSpot's sales platform with Breeze AI agents for prospecting, deal coaching, and forecasting. Free tier; Starter $15/seat/month; Professional $100/seat/month; Enterprise $150/seat/month, all billed annually.
Cold email infrastructure platform with autonomous outreach sequences, unlimited sending accounts, and AI reply classification. Growth plan from $47/month. 50,000+ sales teams. SOC 2 certified.
AI revenue platform for pipeline management and sales forecasting — merged with Salesloft in 2025. Now part of unified revenue orchestration platform with engagement, CI, and forecasting under one roof.
AI revenue orchestration platform combining sales engagement, conversation intelligence, and deal management. Now merged with Clari. Custom enterprise pricing only.
Category-defining sales execution platform with AI agents for prospecting, deal management, and conversation intelligence. Custom enterprise pricing only — typically $130-200+/user/mo at scale.
AI agents that learn from sales conversations to automate follow-ups, next steps, CRM updates, and coaching. 4.9 stars G2. Custom pricing — typically $25K-$200K+/year.
AI-powered parallel dialer and calling performance system for SDR teams. Connects reps to live conversations 5x faster. Custom enterprise pricing — typically $30K-$300K+/year.
GTM data enrichment platform that aggregates 150+ data providers with AI-powered research via Claygent to build prospect lists, enrich contacts, and personalise outreach at scale.
Premium European B2B sales intelligence platform with phone-verified data, intent signals, and CRM enrichment. 4,000+ revenue teams. Custom pricing — typically $25K-$150K+/year.
AI SDR agent platform with Piper — agentic AI for inbound buyer engagement, conversion, and pipeline generation. Custom enterprise pricing — typically $50K-$500K+/year.
AI-powered interactive demo platform with Copilot AI for HTML and media demos. Starter Free; Base/Pro custom-priced (annually billed). Speeds up buyer journey across GTM teams.
Inbound revenue conversion platform with instant booking, AI routing, and form-to-meeting automation. Custom enterprise pricing — Plans starting at $15K/year per the Chili Piper website.
AI outbound platform combining intent data, B2B contact data, AI agents, and outbound action under one roof. Custom pricing — typically $30K-$300K+/year.
Sales engagement and email automation platform for Gmail and Outlook teams. SMB $29/user/mo; Growth and Enterprise tiers custom-quoted.
AI Sales Engagement Platform with RegieOne orchestrating AI Agents and human reps in unified workflow. Trusted by enterprise brands. Custom pricing — typically $30K-$300K+/year.
Revenue answers platform connecting email, meetings, and deal signals into clear answers for revenue leaders. Formerly People.ai. NVIDIA, OpenAI, Red Hat, HPE, Zscaler, and Rubrik customers. Custom pricing.
AI-powered GTM agent that builds sales workflows in plain English -- prospect, enrich from 100+ sources, qualify leads, and push to CRM automatically. Free tier available, paid from $20/month.
AI conversation intelligence tool that captures, transcribes, and analyses sales calls with coaching insights. Custom enterprise pricing — typically $25K-$150K+/year. Part of Clari's revenue platform.
AI-powered phone and CRM dialer with PowerCall, automations, SMS, voicemail drop, and AI Insights. Plans starting at $30/mo. 7-day free trial. Modern revenue team focus.
Autonomous AI SDR that handles outbound prospecting end-to-end — finds leads, writes personalised emails, books meetings without human approval. Custom pricing — typically $4,000-$30,000+/month per Ava agent.
Revenue intelligence platform that records every sales call, surfaces deal risks, and auto-populates CRM from conversation data. Used by 5,000+ companies. Custom enterprise pricing.
AI-powered Work CRM from monday.com with native AI Sidekick, automation, and pipeline management. Basic $21/seat, Standard $28/seat, Pro $48/seat (yearly). 18% off yearly.
AI sales platform with custom buying signals, X-Ray Pixel for anonymous visitor reveal, and an AI outbound agent that drafts signal-grounded emails. YC-backed. Plans from $149/mo billed annually.
AI revenue orchestration platform that de-anonymizes website visitors and runs autonomous outbound. TAM plan from $15,000/year; Inbound from $30,000/year; custom enterprise pricing.
Buyer enablement platform with AI-powered digital sales rooms ("pods") for personalized buyer journeys. Free tier available; transparent paid tiers. 15,000+ revenue teams.
AI SDR platform with autonomous outreach across LinkedIn and email. Plans from $900/mo (Explore) to $2,500/mo (Scale) — quarterly or annual billing. 250+ companies. Unlimited seats.
Pioneer of conversational AI for revenue teams with Revenue Digital Assistants for sales, marketing, and customer success. Custom enterprise pricing only.
AI-powered community and buyer intent platform for product-led sales. Detects signals across LinkedIn, GitHub, Slack, Discord, and CRM. Free tier; Starter $399/mo, Team $1,499/mo, Enterprise custom.
AI SDR digital worker for B2B outbound sales with autonomous prospecting, personalization, and outreach across email and LinkedIn. Custom enterprise pricing — typically $25K-$200K+/year.
AI assistant platform for inbox, meetings, calendar, and follow-ups with sales-focused use cases. Plus $49.99/mo; Pro $99.99/mo; Premium $199.99/mo; Enterprise. 100+ integrations.
AI sales lead platform with real-time search engine for B2B contacts, emails, and cell phones. Free tier; Pro/Enterprise sales-led pricing. AI Assistant, Buyer Intent, Autopilot add-ons.
Real-time AI sales copilot that gives reps live answers, playbook guidance, and next-best actions during calls. Auto-generates summaries, next steps, and CRM updates. Free tier available; paid plans from EUR 49/seat/mo.
Revenue intelligence platform with AI-powered sales forecasting, qualification, and seller productivity. Guarantees quota improvement in 6 months, forecasts within 10%. Custom pricing — typically $30K-$300K+/year.
B2B conversational AI platform now part of Salesloft. AI chatbots that qualify visitors, book meetings, and route accounts in real time. Starts at $2,500/month, enterprise only.
B2B revenue platform for fast deal close with CPQ, quote-to-cash, legal terms, deal shaping, and billing automation. Custom enterprise pricing — typically $25K-$200K+/year.
AI Workflow Agents
View all AI Workflow Agents →Visual workflow automation platform with advanced branching and data manipulation: connects 3,000+ apps with a drag-and-drop scenario builder for complex multi-step business automations.
Open-source workflow automation platform with 70+ AI agent nodes — build complex automations with a visual editor, inline code, and self-hosting option for full data control.
AI meeting assistant that records, transcribes, and summarises calls, auto-generates action items and follow-ups, and syncs meeting intelligence directly into CRM and productivity tools.
The most widely used workflow automation platform — connects 8,000+ apps with if-then triggers, multi-step Zaps, and AI-powered features for building automated business workflows without code.
AI agent platform for building and managing an AI workforce with 2,000+ integrations and SOC 2 compliance. Free; Pro $19/mo; Team $240/mo; Business $840/mo.
AI meeting assistant used by 1M+ companies that automatically joins calls, transcribes in 100+ languages, generates AI summaries and action items, and syncs meeting intelligence to CRM and 60+ tools.
Adapt is the universal AI agent for work: ask questions across connected systems, automate multi-step workflows, schedule recurring tasks, and build internal apps, all from Slack or a web app with no code required.
AI tool-calling platform connecting 250+ integrations to AI agents via MCP Gateway and function calling, with usage-based pricing starting free at 20,000 tool calls per month.
Spellar AI is a no-bot meeting companion for Mac, iPhone, and iPad that records calls locally, auto-generates summaries and action items, and builds cross-meeting memory across sessions.
European AI meeting intelligence platform for sales and CS teams with automatic call recording, AI summaries, sales coaching playbooks, CRM sync, and EU data residency across Zoom, Meet, and Teams.
Slack AI coworker that connects to 3,000+ tools, writes and runs code in a persistent cloud environment, and delivers real outputs: PDFs, dashboards, web apps. Freemium with $100 in credits to start.
MCP-native tool execution platform for AI agents offering hosted MCP servers, pre-built authentication for 60+ services, and usage-based pricing from free to $25 per month.
AI workflow agent that turns plain-English instructions into multi-step automations across 1,000+ apps. MCP-native -- runs inside Claude, Cursor, ChatGPT. Free tier; paid plans from $13/mo.
Multi-agent orchestration platform that spins up specialized AI agent teams to autonomously execute marketing, sales, ops, and supply chain workflows across 3,000+ integrations with built-in governance.
Browser-native AI automation agent that builds and runs no-code workflows directly in your browser: scraping data, filling forms, enriching leads, and syncing apps without touching an API.
No-code agentic AI platform for business workflow automation with self-healing outputs and 100+ integrations. Free 20 tasks/mo; Pro $50/mo; Scale $3990/mo.
AI Customer Support Agents
View all AI Customer Support Agents →The #1 rated AI support agent: resolves customer queries autonomously across all channels. Outcome-based pricing at $0.99 per resolution. Used by Anthropic, Lululemon, and 30,000+ businesses.
Customer service platform combining ticketing, messenger, and Fin AI Agent. Essential $29/seat/mo + $0.99/Fin outcome; Advanced $85/seat; Expert $132/seat.
Enterprise AI customer service platform that resolves support conversations autonomously across chat, email, voice, and messaging. Custom pricing; targets companies with 300K+ annual conversations.
AI-first contact center platform with autonomous AI agents, voice + digital channels, and CXA. Digital Essentials $85, voice tiers $105-$225 per user/mo. CXA pricing custom.
Enterprise contact center platform with AI-powered Experience Orchestration, voicebots, and Agent Copilot. CX1 $75, CX2 $115, CX3 $155 per user/mo annual; AI Experience tier $240.
AI-powered customer service platform with 1,800+ integrations, omnichannel support, and AI agents included in Suite plans from $55/agent/month.
Enterprise agentic AI platform for customer experience, post-pilot production-ready. Recently raised $110M from Accenture, Adobe, WndrCo. Custom enterprise pricing.
AI support agent that triages, routes, and resolves tickets inside existing helpdesks (Zendesk, Salesforce, Freshdesk). Custom enterprise pricing — typically $50K-$300K+/year. SOC 2 Type II.
Workforce management platform with AI Agents for chat, email, SMS, and voice + WFM, scheduling, and forecasting. Custom enterprise pricing — typically $100K-$500K+/year.
Customer experience AI platform purpose-built for B2C retail and DTC brands focused on customer LTV. Custom enterprise pricing only — typically $100K-$500K+/year.
Zoho Desk customer service platform with Zia AI assistant for ticket automation, agent assist, and chatbots. Express $8.75, Standard $19, Pro $31, Enterprise $50/user/mo annual.
Salesforce Service Cloud with Einstein AI and Agentforce for autonomous service, now branded Agentforce Service. Starter $25, Pro $100, Enterprise $175, Unlimited $350/user/mo annual.
CRM-first customer service platform with KIQ AI agents, omnichannel routing, and unified customer timeline. Custom-quote enterprise pricing only — typically $89-$200+/agent/mo equivalent.
Customer support platform purpose-built for shared inbox, knowledge base, and proactive messaging. Standard $25, Plus $45, Pro $75 per user/mo. AI features included.
Enterprise agentic AI platform for IT, HR, customer service, and finance automation. Custom-quote enterprise pricing only — typical deployments $200K-$2M+/year.
AI-powered IT service management platform with Freddy AI for ticket automation, asset management, and ITSM workflows. Starter $19, Growth $49, Pro $99 per agent/mo annual.
Swiss AI customer service platform with multi-channel agent assist for chat, email, WhatsApp, social, voice. Custom enterprise pricing. 15-minute deployment, humans-in-control design.
Cloud business phone and contact center platform with AI Virtual Agent and conversation intelligence. Essentials $30/license, Professional $50/license, Custom enterprise.
AI customer service platform with structured agent workflows for high-volume resolution. Used by ClassPass, Eventbrite, Notion, Bilt. Custom enterprise pricing — typically $100K-$500K+/year.
Enterprise AI agent platform with governance controls for high-stakes customer interactions. Used by ADT, SiriusXM, Sonos, WeightWatchers. Custom enterprise pricing: typically $200K-$350K+/year.
AI chatbot and customer service automation platform with multi-channel support (web, mobile, WhatsApp, Telegram, Instagram). Starter $40/mo, Growth $200/mo, Enterprise custom. 30-day free trial.
AI-powered support automation platform with intelligent virtual agents, agent assist, and conversational AI. Custom enterprise pricing only.
Real-time AI guidance and coaching platform for contact center agents during live calls. Custom enterprise pricing — typically $80-$150 per agent per month equivalent.
AI agent for product support and technical troubleshooting with multimodal input (voice, text, images, video). Custom enterprise pricing — typically $50K-$300K+/year.
European omnichannel customer service platform unifying voice, email, chat, and social with AI agents. Plans starting at €89/agent/month.
AI-powered customer service platform purpose-built for gaming and consumer apps. Combines autonomous AI resolution with human services. Custom enterprise pricing only.
AI customer service automation platform with action-taking AI agents that execute end-to-end workflows. Custom enterprise pricing — typically $50K-$500K+/year.
Enterprise agentic AI platform for customer experience, with autonomous AI agents for resolution across voice, chat, and messaging. Custom-quote enterprise pricing only.
Enterprise conversational AI platform owned by Reliance Jio (India) with voice and chat AI agents. Custom enterprise pricing — typically $50K-$500K+/year. 500+ enterprise customers.
Pylon is a B2B support platform with built-in AI agents that route, triage, and resolve customer tickets across Slack, email, Teams, Discord, and WhatsApp.
Cohere enterprise AI platform with North (AI workplace), Compass (search), and Command models for private, secure, on-premise deployments. Custom enterprise pricing.
AI Marketing Agents
View all AI Marketing Agents →Enterprise social media management with AI-powered scheduling, listening, and analytics. Standard $199/seat/mo, Professional $299/seat/mo, Advanced $399/seat/mo annual.
Enterprise B2B revenue intelligence platform with AI agents (Revvy), intent data, predictive analytics, and account engagement. Custom enterprise pricing — typically $50K-$500K+/year.
Enterprise B2B ABM (account-based marketing) platform with AI-powered intent data, account identification, and orchestration. Custom enterprise pricing — typically $100K-$500K+/year.
Web personalisation agent that dynamically adjusts messaging for each visitor using AI-driven account targeting. Custom enterprise pricing — typically $50K-$300K+/year. Used by Snowflake, Notion, Amplitude.
Enterprise autonomous digital marketing AI for paid media optimization across Google, Meta, Bing, YouTube. Custom enterprise pricing — typically $50K-$500K+/year. Acquired by Zoomd in 2024.
GTM AI platform that codifies sales, marketing, and operations workflows into reusable AI agents. Multi-LLM backend, 17M+ users. Chat $24/user/mo annual; Growth $1,000/mo.
Enterprise agentic creative AI for regulated industries with brand-safe content generation, compliance scoring, and performance learning. Custom enterprise pricing — typically $200K-$1M+/year.
Klaviyo's AI features built into the email and SMS marketing platform: predictive analytics, AI segmentation, content generation, and SMS Assistant. Free tier; usage-based scaling by profile count.
Social media management platform with AI-powered scheduling, analytics, and OwlyWriter AI for content. Standard $99/user/mo; Advanced $249/user/mo annual.
Enterprise AI-powered digital experience platform with Opal AI agents, content management, experimentation, and personalization. 12x+ Gartner MQ Leader. Custom enterprise pricing.
AI video platform with Video Agent (agentic AI for personalized videos), AI Avatars, video messaging, hosting. Free; Pro $24/user/mo; Plus $59/user/mo; Business custom.
AI-powered social media content generation and management platform with Kately AI agent in development. Custom pricing — typically $99-$500+/mo. Kately full agent on waitlist for launch.
AI personalized cold outreach platform for sales emails, LinkedIn messages, and content creation. Basic $59/mo, Popular $149/mo, Pro $359/mo. 20% off yearly. Free trial.
Enterprise marketing AI platform with Arc agentic workflow engine for content generation, brand grounding, and campaign orchestration. Custom enterprise pricing — typically $100K-$1M+/year.
AI HR Agents
View all AI HR Agents →Enterprise Talent Intelligence Platform with AI for recruiting, internal mobility, and skills-based workforce planning. Custom-quote pricing only — typical deployments $250K-$1M+/year.
Enterprise Talent Experience Management platform with AI-powered career sites, candidate engagement, and internal mobility. Custom-quote enterprise pricing only.
Enterprise iPaaS and agentic AI platform with HR automation capabilities (employee onboarding, offboarding, lifecycle workflows). 8x Gartner MQ Leader. Custom enterprise pricing — typically $50K-$500K+/year.
Enterprise HCM platform with AI-powered workforce planning, recruiting, and analytics. Workday Illuminate AI runs across HR and Finance. Custom enterprise pricing — typical deployments $100-$200/employee/year.
Enterprise HCM suite from SAP with AI-powered talent management, global payroll, and Joule AI agent for HR. Custom enterprise pricing — typically $1M-$10M+/year for Fortune 500 deployments.
AI Research Agents
View all AI Research Agents →AI Customer Success Agents
View all AI Customer Success Agents →Customer success platform with AI-powered health scoring, automation, and lifecycle management. Custom enterprise pricing — typically $1,000-$5,000+/month. NOTE: Customer success not support.
Akita is a mid-market customer success platform with automated health scoring, unlimited alerts, and playbook automation — starting at $49/month with transparent per-seat pricing and a 14-day free trial.
ClientSuccess is a customer success platform for B2B SaaS teams combining AI automation, meeting intelligence, customer portals, and journey management in one purpose-built workspace.
EverAfter is an AI-powered digital customer success platform that creates dynamic, personalised customer hubs — reducing onboarding time and scaling CS coverage through automated customer-facing experiences.
Staircase AI by Gainsight analyses every customer communication — emails, calls, Slack, and support tickets — to surface churn risk, sentiment shifts, and stakeholder changes without manual CSM data entry.
ChurnZero is a customer success platform with purpose-built AI Agents that autonomously protect revenue, scale CSM account coverage, and drive customer growth without added headcount.
Totango is an enterprise customer success platform recognized as a Forrester Wave Leader, combining composable journey management with AI-assisted health scoring and revenue automation.
Vitally is a customer success platform for scaling SaaS teams, combining AI Copilot-powered account intelligence, automated meeting notes, and lifecycle playbooks in one workspace.
Planhat is a customer success platform built for B2B SaaS teams, offering an integrated CRM, health scoring, AI-assisted automation, and analytics in a single operational workspace.
Gainsight is the enterprise customer success platform that uses AI health scoring, predictive churn alerts, and automated playbooks to retain and grow B2B accounts at scale.
Frequently Asked Questions
Do Salesforce AI agents require a specific Salesforce edition?
Most agents that write to Salesforce require Professional edition or above for full API access. Some read-only integrations work on Essentials. Always confirm your edition before purchasing. Salesforce API access is one of the most common compatibility blockers.
Are these agents listed on Salesforce AppExchange?
Some are, some are not. AppExchange listing indicates the agent has passed Salesforce's security review, which is meaningful for enterprise compliance teams. Non-AppExchange integrations can still be legitimate and capable, but require more thorough independent security review.
Can Salesforce AI agents work with custom objects and custom fields?
The more capable agents can read and write to custom objects and fields in addition to standard Salesforce schema. Simpler tools only work with standard objects like Lead, Contact, Opportunity, and Account. If your Salesforce org uses significant customisation, this is a critical evaluation criterion.
Which AI agents integrate best with Salesforce for sales team automation?
For sales follow-ups and pipeline management, Outreach and Salesloft are the deepest Salesforce integrations for sales execution. For revenue intelligence and CRM data quality, Gong and Clari both write directly to Salesforce opportunity records. For autonomous outbound prospecting that syncs to Salesforce, Apollo and Artisan Ava are widely used.
Which AI agents work with both Salesforce and HubSpot?
Several agents integrate with both Salesforce and HubSpot, making them suitable for teams using both CRMs or transitioning between them. Apollo, Instantly, Outreach, Gong, and Attention all support both platforms natively. For teams that also need data warehouse integration alongside CRM, Clay and Composio offer the broadest multi-system connectivity.
How quickly can a Salesforce AI agent be deployed?
Deployment time varies significantly by tool. Lighter-weight tools like Gong and Apollo can be connected to Salesforce in hours with minimal configuration. Deeper integrations like Salesforce Agentforce, Outreach, or Attention typically require days to weeks of setup and workflow configuration. Enterprise deployments with custom objects, complex routing, and compliance requirements can take 4 to 12 weeks.
Missing an agent?
If you build or use an AI agent that integrates with Salesforce and it is not listed here, submit it to the index.
Submit your agent →