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Connecting Salesforce means what happens on a call reaches the CRM without anyone typing it up afterwards. Your agent checks whether the person is already on file, creates them as a lead or as a contact depending on the case, and leaves the follow-up task for the team. For operations that run on volume, that is the difference between a pipeline that reflects reality and one that is a day behind.

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What you need first

  • A Salesforce account with permission to create leads, contacts and tasks.
  • The Starter plan or higher in Ryvo, with the Engine module active.
  • If your organization runs a sandbox and a production org, be clear about which one your agent should write to: the authorization applies to one.

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How to connect it

1

Open Settings › Integrations

In the portal, go to Settings and then Integrations. Find the Salesforce card.
2

Click Connect app

Salesforce’s authorization screen opens in a new window. Meanwhile the card shows In progress.
3

Sign in and authorize

Sign in with the Salesforce user that should own whatever your agent creates, and accept the access.
4

Come back to Ryvo

You land back on the Integrations screen on your own and the card turns to Connected. Salesforce asks nothing else.

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What your agent can do once it is connected

Actions are turned on one by one from View actions and the Tools section of the builder, with a cap of 10 integration actions per agent.

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What to do if something fails