CRM OperationsCan make changes
Create Salesforce Task
Create a Salesforce task from explicit task input.
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GTM And RevOps plugin
Salesforce
Salesforce provider contract for accounts, leads, contacts, opportunities, notes, tasks, and pipeline reads.
Supported work
What StackOS can do with Salesforce.
The catalog reflects the actions currently available through the GTM And RevOps plugin. A workflow still decides which actions belong in the job and where approval is required.
5 matching actions
Pipeline ManagementReads data
Query Salesforce Opportunities
Query bounded Salesforce Opportunity records through allowlisted query templates.
CRM OperationsCan make changes
Upsert Salesforce Account By External ID
Upsert a Salesforce Account using an approved external ID field and safe refs.
CRM OperationsCan make changes
Upsert Salesforce Contact By External ID
Upsert a Salesforce Contact using an approved external ID field and safe refs.
Lead ManagementCan make changes
Upsert Salesforce Lead By External ID
Upsert a Salesforce Lead using an approved external ID field and safe refs.
Direct answer
How does the Salesforce integration work?
People continue using Salesforce as their tool. StackOS adds it to a visible workflow, keeps the work in order, and passes only the approved action to the integration when that stage is ready.
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