Connect Keywords AI and Salesforce
Integrate Keywords AI with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Keywords AI + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
Keywords AI
When this happens...
- Request a new Trigger for Keywords AI
Choose an action
Salesforce
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Log list in Keywordsai when New Contact in Salesforce
Use this flowCreate prompt using Keywords AI when New Contact in Salesforce
Use this flowThread list in Keywordsai when New Contact in Salesforce
Use this flowRetrieve prompts in Keywordsai when New Contact in Salesforce
Use this flowUpdate prompt in Keywordsai when New Contact in Salesforce
Use this flowDelete prompt in Keywords AI when New Contact in Salesforce
Use this flowModel list in Keywordsai when New Contact in Salesforce
Use this flowCreate prompt version in Keywordsai when New Contact in Salesforce
Use this flowRetrieve prompt versions in Keywordsai when New Contact in Salesforce
Use this flowLog list in Keywordsai when New Lead in Salesforce
Use this flowSupported Triggers & Actions
Everything you can automate between Keywords AI and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
New Case Attachment
Triggers when a new Attachment is added to a case.
New Task
Triggers when a new task is created.
Do thisActions
Action is the task that follows automatically within your Keywords AI integrations.
Log list
The Logs List endpoint allows you to get the past logs with specified filters.
Create prompt
You can create a prompt by sending a POST request to the prompts endpoint.
Thread list
This endpoint retrieves log threads based on specified filters and pagination parameters.
Retrieve prompts
Get prompt list.
Update prompt
You can update a prompt by sending a PATCH request to the prompt endpoint
Delete prompt
You can delete a prompt by sending a DELETE request to the prompt endpoint.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Keywords AI
Keywords AI is a powerful tool designed to help businesses and marketers optimize their content for search engines by providing intelligent keyword suggestions and analysis. It leverages advanced AI algorithms to identify the most effective keywords that can enhance visibility and drive traffic to websites.
Learn more
About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Keywords AI and Salesforce accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Keywords AI and Salesforce as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesforce. No coding required.
Yes. You can set up a workflow where Keywords AI triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in Keywords AI. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Keywords AI and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Keywords AI and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
