Floe for Salesforce.
Floe logs qualifying demos and website conversations in Salesforce as a task on the prospect's contact, once their email is one your contact policy accepts, with what they asked, what they saw and their lead score.
Works with: Website agent, Demo agent.
Last updated
What does Floe do in Salesforce?
Finds or creates the contact.
Floe finds the prospect's contact by email, or creates one with their name and job title.
Logs the conversation as a task.
A task on the contact holds the conversation's summary, the features they were shown, their questions, objections and buying signals, the qualification answers and the lead score.
Opens an opportunity, if you want one.
Turn on opportunities and a qualifying conversation also opens one, attached to the contact's account when it has one.
What lands in Salesforce?
Qualifying demos and website conversations from prospects whose email your contact policy accepts. By default that is an email the prospect confirmed.
- A contact, found or created by email, with name and job title when Floe creates it.
- A task on the contact: the summary, features shown, questions, objections, pain points, buying signals, qualification answers and lead score.
- An opportunity, when you turn opportunities on.
How do you connect Salesforce?
Connect.
On Site → Integrations, choose Connect on the CRM card's Salesforce row.
Approve in Salesforce.
Sign in to Salesforce and approve Floe's access.
Choose what to write.
Choose whether to log tasks, opportunities or both, and which contacts may reach Salesforce.
What applies.
Confirmed contacts by default.
By default a contact is written once the prospect confirms their email. You can choose to write the email as stated, with a daily limit.
Custom fields, with us.
Mapping recap details to your own fields, and setting an opportunity's stage or amount, is set up with us.
Not a fit stays out of pipeline.
Leads marked Not a fit get no opportunity, so they don't reach your pipeline as buying intent.
You can check each write.
Every write shows in Floe's delivery log, with the reason when Salesforce refused one.
Who connects it.
Owners and admins connect Salesforce from the dashboard.
Questions. Ask Floe.
Does Floe write leads or contacts?
Does it fill in phone numbers?
Are opportunities created by default?
Does every visitor become a contact?
Works with the rest of your stack.
CRM
HubSpot
Qualifying conversations as notes on the prospect's contact, with an optional deal.
Team alerts
Slack
A recap of every qualifying conversation in the channel you choose.
Team alerts
Microsoft Teams
A recap card for every qualifying conversation in your Teams channel.
Booking
Calendly and Cal.com
Your Calendly or Cal.com page, opened inside the conversation.
Analytics
Factors
Agent conversations and demos as events in your Factors account.
Support hand-off
Periskope
WhatsApp tickets for your team when a support user needs a person.
AI tools
AI tools (MCP)
Ask Claude, ChatGPT or Cursor about your demos and edit your agent.
Your qualified conversations, already in Salesforce.
Talk to us about connecting Salesforce to your site's agent.