Salesforce MCP integration
Identifies the customer in the CRM, answers from Salesforce knowledge articles, captures and routes leads, and logs the outcome on the record.
179actions available
Three actions you can hand over today
Every action runs live through MCP. Nothing to build, nothing to maintain.
Get account
Lyro retrieves a Salesforce account record by ID, pulling in every available field. Agents see a customer's full account history in the conversation instead of switching over to Salesforce to look it up.
Send email
Lyro sends an email through Salesforce, including attachments, and logs it against the related record. The outreach is documented automatically instead of someone copying it into the activity log afterward.
Create account
Lyro creates a new account in Salesforce with the details gathered from a conversation. A new customer gets a CRM record the moment they're identified, instead of waiting for someone to enter it later.
How businesses use Salesforce + Lyro
Each card is one request a support team gets, and the Salesforce actions Lyro runs to close it.
Identify the customer in the CRM
Lyro matches the person in the conversation to their contact and account, and where the answer needs a field the standard lookups do not expose, runs the SOQL query that returns it.
Search ContactsGet AccountRun SOQL QueryAnswer from Salesforce Knowledge
Instead of maintaining a second FAQ, Lyro searches the knowledge articles your support team already publishes and answers from the article that matches the question.
Get Support Knowledge ArticlesSearch Suggested Article TitlesGet Support KnowledgeCapture the lead and route it the usual way
Lyro creates the lead from the conversation, runs it through your existing assignment rules so ownership is decided by the CRM rather than by the bot, and adds it to the campaign it came from.
Create LeadApply Lead Assignment RulesAdd Lead To CampaignLeave the record better than it found it
After the exchange, Lyro corrects details the customer confirmed, writes the summary as a note, and creates the follow-up task for the owner so nothing depends on someone remembering.
Update ContactCreate NoteCreate Task
How it works
Get started in 3 steps
Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Salesforce actions it has and picks the ones a request needs.
Connect Salesforce
Authorize the Salesforce account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Lyro maps it to the Salesforce actions that close it and chains as many as the request needs.
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free
Salesforce · Lyro
FAQ
Everything else about Salesforce
Setup, permissions, and the limits of what Lyro can do inside Salesforce.
Yes. Create SObject Record, Update SObject Record, and Get SObject Record By ID take any object API name, and Get All Objects plus Get All Fields For An Object let Lyro discover the schema first rather than having it hardcoded.
Every action available in Salesforce
All 179 actions your agent can call on Salesforce, straight from the live MCP connection.
Add contact to campaign
Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's AccountId field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items).
Clone record
Creates a copy of an existing Salesforce record by reading its data, removing system fields, and creating a new record.
Close or abort a job
Close or abort a Salesforce Bulk API v2 ingest job.
Complete task
Marks a task as completed with optional completion notes.
Create account
Creates a new account in Salesforce with the specified information.
Create a record
Create a Salesforce record using the UI API.
Create campaign
Creates a new campaign in Salesforce.
Create contact
Creates a new contact in Salesforce with the specified information.
Create custom field
Create a custom field on a Salesforce object using the Tooling API.
Create custom object
Create a custom object in Salesforce using the Metadata API.
Create lead
Creates a new lead in Salesforce.
Create note
Creates a new note attached to a Salesforce record with the specified title and content.
Create opportunity
Creates a new opportunity in Salesforce with the specified information.
Create sobject record
Create a new Salesforce SObject record.
Create sobject tree
Create one or more sObject trees with root records of the specified type.
Create task
Creates a new task in Salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Delete account
Permanently deletes an account from Salesforce.
Delete campaign
Permanently deletes a campaign from Salesforce.
Delete contact
Permanently deletes a contact from Salesforce.
Delete file
Permanently delete a file from Salesforce.
Delete job query
Delete a Salesforce Bulk API v2 query job.
Delete lead
Permanently deletes a lead from Salesforce.
Delete note
Permanently deletes a note from Salesforce.
Delete opportunity
Permanently deletes an opportunity from Salesforce.
Delete sobject record
Delete a single Salesforce record by its ID.
The tools Salesforce sits next to
Same connection, same setup. Pick the next one your team already uses.
Agencyzoom
Finds leads and customers, reads their policies and quotes, records new quotes and notes, moves a lead through its status, and sets the follow-up task.
Centralstationcrm
Finds the person behind an inbound message, logs the conversation as a protocol, files email against the right deal, and merges duplicate contacts and companies.
Folk
Finds an existing contact, creates the person and company records when they are new, and writes the note that captures what a conversation revealed.
Kommo
Creates leads, contacts, and companies as a conversation qualifies, files the follow-up task, and keeps the Kommo AI knowledge base stocked.
Pipedrive
Finds the contact on file, reports where a deal stands, captures new leads from conversations, and merges the duplicates enquiries create.
Suitedash
Finds contacts by email, creates lead and client records for people and companies, and reads your custom field schema before writing to it.
Ready to connect Salesforce?
Authorize the account and your agent has all 179 actions from the first conversation.