Chatspark
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Salesforce

Enable your AI agent to get contact information, check opportunity status, create new leads, and update contact records in Salesforce.

6 min read

Updated February 2026

Overview

The Salesforce integration connects your AI agent to your Salesforce CRM. Your chatbot can look up customer information, check deal status, capture new leads, and update contact records, all through natural conversation.

Ideal for sales teams who want to capture leads from chat conversations and provide customers with real-time information about their accounts.

Available Actions

ActionDescription
Get ContactLook up contact information by email or name
Get OpportunityCheck the status of a deal/opportunity
Create LeadCreate a new lead record from chat conversation
Update ContactUpdate existing contact information
Lead Capture
The Create Lead action is great for capturing prospects directly from chat conversations. Leads are created with full conversation context.

Prerequisites

Before setting up the Salesforce integration, you'll need:

  • A Salesforce account with API access
  • Admin access to create connected apps
  • Your Salesforce instance URL

Setup Instructions

Step 1: Create a Connected App

  1. Log in to Salesforce
  2. Go to Setup → App Manager
  3. Click New Connected App
  4. Fill in the basic info:
    • Connected App Name: “ChatSpark”
    • API Name: “ChatSpark”
    • Contact Email: your email
  5. Enable OAuth Settings
  6. Add OAuth scopes: api, refresh_token
  7. Click Save

Step 2: Get Your Credentials

  1. After saving, go to Manage Consumer Details
  2. Copy your Consumer Key and Consumer Secret
  3. Note your Instance URL (e.g., https://yourcompany.salesforce.com)
OAuth Flow
Salesforce uses OAuth for authentication. You'll need to authorize ChatSpark to access your Salesforce data during setup.

Step 3: Enable in ChatSpark

  1. In ChatSpark, go to AI Actions
  2. Find Salesforce in the Library and click Enable
  3. Select the chatbot(s) that should have access
  4. Enter your Instance URL and Access Token
  5. Click Save

Configuration Fields

FieldDescriptionExample
Instance URLYour Salesforce instance URLhttps://yourcompany.salesforce.com
Access TokenYour Salesforce access token00D...

Testing Your Integration

After setup, test the integration:

  1. Open your chatbot widget
  2. Try asking: “Look up contact john@example.com”
  3. The AI should return the contact details from Salesforce

Other test queries:

  • “Create a lead for Jane Smith at jane@company.com”
  • “What's the status of the Acme Corp opportunity?”
  • “Update the phone number for contact ID xxx”

Troubleshooting

Invalid session

Salesforce access tokens expire. You may need to refresh your token or re-authenticate the connection.

API access denied

Ensure your Salesforce license includes API access. Some editions restrict API access.

Field permission errors

Check that your Salesforce user profile has read/write access to the fields ChatSpark needs to access.

Need Help?
If you're having trouble with the Salesforce integration, contact our support team and we'll help you troubleshoot.
Also: Built-in Lead Capture
For simpler lead collection without a CRM integration, ChatSpark's built-in Lead Capture collects name, email, phone, and more through natural conversation. Export as CSV or push to any tool via Zapier.

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