ProductFeaturesAgentsSecurityPricingIntegrationsCompareBook a demo
Integration · Platform

Salesforce

Deals and cases get a thread, not just an activity-log entry.

Overview

How Salesforce fits into aanty

A Salesforce opportunity or case can own an aanty thread with a live entity card — stage, amount, owner — so the sales or support conversation happens next to the record instead of being reconstructed from Chatter or email later.

Entity-linked threads

Opportunities and cases get a live card (stage, amount, owner) that the whole account team can discuss in one place.

Change-event driven

Salesforce change events feed the event bus so a stage change or new case shows up as a message, not a separate notification.

Premium connector

Part of aanty’s premium connector set alongside HubSpot and Google/Microsoft 365, built on the same generic entity envelope as every sibling integration.

How it works

Bi-directional integration

Events flow both ways: Salesforce activity lands in aanty as a typed message in the right thread, and actions taken in aanty — approvals, replies, assignments — flow back out to Salesforce, kept in sync through the same tenant-scoped access controls as the rest of the product.

See Salesforce inside a real aanty workspace

Bring the Salesforce events your team already generates. In fifteen minutes we'll show you what they look like as a conversation, not a notification.