CRM integration
Connect StefanBrain to Salesforce
Connect Salesforce and StefanBrain can work with your leads, opportunities, and accounts directly in chat. Ask CRM questions in plain English and ground creative work in real customer data.
What connecting Salesforce unlocks
CRM answers without the tabs
Ask about leads, opportunities, and accounts in any conversation. No report exports, no switching between Salesforce and your marketing work.
Pipeline context for marketers
Check how leads and opportunities are moving while you plan campaigns. Budget and messaging calls get made against CRM reality, not guesses.
Creative grounded in real customers
Bring account and lead context into image and video generation, landing page work, and Copy Chief reviews. Your ads speak to the buyers actually in your pipeline.
One brain across sales and marketing
CRM data sits next to your ad accounts, store data, and research in the same chat. Questions that used to span three dashboards get one answer.
How to connect
1Open Connectors and choose Salesforce
In StefanBrain, open Connectors, find Salesforce, and click Connect.
2Sign in on the Salesforce authorization page
A Salesforce sign-in page opens. Use the account whose data you want StefanBrain to work with, since the connection sees what that user sees.
3Approve access for StefanBrain
Review the requested access and approve it. The approval happens on Salesforce's own page, so StefanBrain never sees or stores your password.
4Ask your first question
Try asking about your open opportunities, your newest leads, or what StefanBrain knows about a specific account.
Good to know
- Salesforce connects with OAuth, so StefanBrain never sees or stores your password. Access rides on the approval you grant, and you can revoke it at any time.
- The connection acts as the Salesforce user who approves it. Connect with a user whose visibility matches the data you want StefanBrain to work with.
Your credentials stay yours
- We never store your passwords
- Encrypted at rest and in transit
- Disconnect anytime
Frequently asked questions
What can StefanBrain read from Salesforce?
The core CRM records: leads, opportunities, and accounts. Once connected, chat questions about that data are answered from the live source instead of a stale export.
How does authentication work?
Salesforce uses OAuth. You sign in and approve access on Salesforce's own hosted page, and StefanBrain never sees or stores your password. Disconnecting removes that access.
Can StefanBrain change my Salesforce data?
Write actions are classified separately from reads and gated by tool permissions you control. You can require approval on writes or block them entirely, so nothing changes without access you granted.
Whose data does the connection see?
The connection acts as the Salesforce user who approves it, so StefanBrain sees exactly what that user can see. Admins can shape access by choosing which user connects.
How is this different from HubSpot, Pipedrive, or Close?
They are all CRM connectors, so connect the one your team actually runs. If more than one is connected, StefanBrain routes CRM questions to the right one.
Can I disconnect later?
Yes, one click in Connectors removes access. You can also revoke StefanBrain from your Salesforce account settings, and new questions stop reaching Salesforce immediately.
More integrations
Put your Salesforce data to work
Connect once and every StefanBrain surface can use it: chat, creative, copy review, and analysis.
Built for brands serious about growth.