Salesforce
Integrate Salesforce to query leads, update opportunities, create tasks, and access your full CRM from a single message.
About this integration
Integrate Salesforce to query leads, update opportunities, create tasks, and access your full CRM from a single message.
How to connect
Click 'Connect' below.
Authorize access to your Salesforce org via OAuth.
Your MONO can now query and update records.
Try saying: 'Find the lead for Company XYZ in Salesforce'.
Frequently asked questions
How do I connect Salesforce with my MONO?
From your MONO dashboard, go to Integrations and click on Salesforce. A window will open where you authorize access via OAuth. Your MONO never sees your passwords — tokens are handled securely.
Is it safe to connect Salesforce?
Yes. The connection is made via OAuth. Your MONO never stores passwords or credentials. Access tokens are stored encrypted with AES-256-GCM on your private VPS.
Can I disconnect Salesforce later?
Yes. You can revoke access at any time from your MONO dashboard or directly from Salesforce's settings.
Secure integration via OAuth. No passwords.