Salesforce
The Salesforce integration creates records in your Salesforce org for every lead Auto-Respond handles. The connection uses OAuth - click Connect, authorize on Salesforce, and you’re done. You then choose whether Auto-Respond should create records as Leads or Contacts depending on how your org is set up.
The Salesforce card is on any source’s Messaging Settings → Integrations tab.
What gets synced
Every record pushed into Salesforce includes:
- First name
- Last name
- Company
- Phone number
- Street, city, state, postal code
- Description (the inquiry details, when the job-description option is on)
- Lead source
- Status
Connecting Salesforce
Open the integration
In Auto-Respond, open the source → Messaging Settings → Integrations tab → Salesforce card.
Click Connect
You’ll be redirected to Salesforce to authorize the connection. Sign in with the Salesforce user that should own the records being created, then approve the permissions.
You’re returned to Auto-Respond
After authorizing, you land back on the Salesforce integration card. The connection is now set.
Choose record type - Lead or Contact
On the card, pick whether Auto-Respond should create Salesforce Leads or Contacts for each inquiry.
- Leads - The standard choice for most sales orgs. Every inquiry becomes a new Salesforce Lead that your team can qualify and convert.
- Contacts - Use this if your Salesforce setup skips the Lead object and goes straight to Contacts/Accounts.
Validate
Click Validate Connection to confirm everything is wired up.
Turn on the Enable toggle
Nothing is sent to Salesforce until Enable is on.
Options
Enable
Turns the integration on or off for this source. Default: off.
Inherit from parent
Only shown on a location with a parent business. When on, the location uses the parent’s Salesforce connection and settings. When off, it overrides them.
Record type: Leads or Contacts
Default: Leads.
Choose whether new Salesforce records are created as Leads or as Contacts. Switching this only affects new records - records already pushed to Salesforce aren’t moved or duplicated.
Include job description
Label: Include job description (setting: sendJobDescription).
Default: off.
- When on - The description of the inquiry (what the customer is asking about, the job details captured in the conversation) is written into the Salesforce record’s Description field.
- When off - The Description field is left alone. Only contact info and standard fields are populated.
Turn this on when your sales reps need the context of the inquiry directly on the record. Turn it off if your Salesforce workflow fills the Description field from somewhere else.
Create lead in CRM only when contact info is received
Label: Create lead in CRM only when contact info is received. Default: off.
- When on - Salesforce gets the lead only once the lead has shared a phone number or email, and only if CRMs is checked under Trigger integrations: in the source’s Contact Info tab for that kind of contact info.
- When off - Salesforce gets the lead as soon as the lead first reaches out, even before you have their contact info.
Create only new leads
Label: Create only new leads. Default: off.
- When on - If your business had already messaged the lead before Auto-Respond first received the conversation, the lead’s contact info is not sent to Salesforce. New messages in a conversation don’t send the lead again either.
- When off - Those leads and messages are sent too.
This option looks at the conversation, not at Salesforce: it doesn’t search Salesforce for an existing record.
Notify this integration only after the AI determines the lead is interested
Label: Notify this integration only after the AI determines the lead is interested. Default: off.
- Needs AI Assistant with Short or Long conversation in Conversation Setup.
- Can’t be turned on together with Create lead in CRM only when contact info is received or Create only new leads.
Include source name in lead data
Default: off.
- When on - The source name is added to the Salesforce record. It typically shows up on the Lead Source or within the Description.
- When off - Source isn’t included.
Validate Connection
Tests the OAuth token against Salesforce. If the user’s session has been revoked, you’ll see the error and need to reconnect.
Disconnect
Removes the OAuth connection. Confirmation required.
Matching and deduplication
Salesforce records are matched on email and phone.
Disconnecting
Open the Salesforce card → click Disconnect → confirm. The OAuth connection is removed from Auto-Respond. If you want to revoke the access on Salesforce’s side too, do that from your Salesforce user’s connected-apps settings.
Troubleshooting
- “Validation failed” / token expired - The OAuth token is no longer valid. Click Connect again and re-authorize.
- No records appearing - Confirm Enable is on. Check your Create lead in CRM only when contact info is received setting. Also confirm the Salesforce user you connected with has permission to create the chosen record type (Leads or Contacts).
- Records created as the wrong type - Check the record-type setting on the card. Changing it only affects new records.
- Description empty - Turn on Include job description if you want the inquiry to populate the Description field.
- Duplicates - Turn on Create lead in CRM only when contact info is received so a record is only created once a phone number or email is known.
Questions about the Salesforce integration? Email support@auto-respond.com.