PromptLoop × Salesforce
Agent Research for Salesforce Teams
Pull Salesforce Data into PromptLoop AI, let agents enrich every record, then sync updates back automatically. Keep Accounts, Contacts, and Leads clean without exporting CSVs or writing custom integrations.
Prefer email? Reach us at team@promptloop.com.
Set up in minutesTwo-way syncUnlimited rows85%+ cost saved vs manual research
Trusted by hundreds of fast growing teams
Why you need it
What does PromptLoop do?
Easy to use AI web agents to find, format and clean up account and lead data for your market. Simple two-way syncs and market leading pricing and accuracy.
Enrich SalesForce Records
Connect once and Enrich any SalesForce Account or Contact with a PromptLoop AI Task.
Custom Research
Fill any Salesforce field with PromptLoop agent deep research and map it to your exact data model.
New leads without duplicates
Import new leads and data into Salesforce ensuring you create, update or skip appropriately.
Frequently asked questions
Still exploring? Book a demo or dive into the Salesforce integration docs to see setup steps.
- Which Salesforce objects can PromptLoop enrich?
- Accounts, Contacts, and Leads come ready out of the box. We map enrichment to both standard objects and any custom fields you rely on.
- Do I need CSV exports or custom APIs to use the integration?
- No. PromptLoop connects via secure OAuth, pulls in your List Views, and writes back results automatically—no exports, imports, or custom code required.
- Will PromptLoop create duplicate records in Salesforce?
- PromptLoop checks against your existing Accounts, Contacts, and Leads before creating records, respecting your ownership rules and matching logic.
- How frequently does PromptLoop sync data?
- You can run enrichment on demand or schedule recurring syncs. Edits made in either PromptLoop or Salesforce stay aligned through continuous two-way sync.
- Is the Salesforce integration available on all plans?
- Yes. The Salesforce integration is included with every PromptLoop team plan, so you can connect and enrich immediately.