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ClickRuntime

Automate Salesforce

Keep your Salesforce leads, accounts and opportunities moving without manual data entry. Inquiries become leads with a task logged, new accounts get their details filled in, and wins, new opportunities and past-due close dates reach the people who need them. Describe what you want to your AI assistant, check what it will do, and it keeps running with your laptop closed.

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Try asking

Create a ClickRuntime automation: give me a link my contact form can send to. Find the lead or contact by email in Salesforce, create a lead if it's new or update it if not, log a task with their message, and email me about new leads.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Ideas

What you can automate in Salesforce

Leads captured the moment they come in, opportunities with a next step, alerts for new and won deals, and weekly reports on duplicates, backups and rep activity. These are ready-made starting points. Anything else you can describe works too.
The moment it happens

Turn website inquiries into Salesforce leads

Every inquiry creates or updates a Salesforce lead, with a task holding the message so nothing gets lost.

See how it works
On a scheduleAI

Fill in next steps on open opportunities

Open opportunities with an empty Next Step get a suggested one written in, and you get the list.

See how it works
HourlyAI

Fill in new Salesforce accounts from their website

New accounts get industry, employee range and a short description filled in from their homepage.

See how it works
Every 5 minutes

Tell your team in Slack when you win a deal

Every opportunity that moves to Closed Won is posted to Slack with its name, amount and owner.

See how it works
On a scheduleAI

Get a morning summary of pipeline changes

Each weekday you get a short read on what moved in your pipeline yesterday, with totals by stage.

See how it works
Every 5 minutes

Post new Salesforce opportunities to Slack

Each new opportunity shows up in Slack with its amount and close date within minutes.

See how it works
On a schedule

Find open deals with a past close date

Each weekday you see the open opportunities whose close date has passed, grouped by owner.

See how it works
On a schedule

Post new Salesforce leads to Slack

Your team sees each new lead's name, company and source in Slack within minutes.

See how it works
Weekly

Get a weekly report of duplicate leads

Each week you get the groups of leads that share an email address, ready for you to merge.

See how it works
Weekly

Back up your Salesforce records every week

A CSV copy of your accounts, contacts and opportunities is sent to you every week.

See how it works
On a scheduleAI

Get a weekly coaching note on each rep

Each Friday you get a short summary of every rep's calls, tasks and meetings for the week.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with Salesforce, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any Salesforce automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what Salesforce should do in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Every Monday, find Salesforce opportunities with a close date in the past that are still open and send each owner a list of theirs to update.

When a Salesforce opportunity over $20,000 moves to Negotiation, post the account, amount and owner in #deals on Slack.

Every evening, add the Salesforce leads created today to my Leads Log sheet in Google Sheets and email any lead from a company over 500 employees to the account executive through Gmail.

Works with

Salesforce with the apps you already use

Salesforce is the record, but your team works in chat, email and spreadsheets. Connecting them gets pipeline news out and lead data in without anyone copying it.

Salesforce works with hundreds of other apps

Name any of them when you ask your assistant, and your automation connects them. Over 248 apps are ready to go, and anything with an API works too.

  • Outlook
  • Microsoft Teams
  • Google Calendar
  • Calendly
  • DocuSign
  • Zoom
  • Gong
  • Outreach
  • Salesloft
  • Pipedrive
  • Mailchimp
  • Stripe
  • Zendesk
  • Typeform
  • LinkedIn
  • Notion
  • QuickBooks
  • Snowflake

Beyond chat

Have Salesforce work when you're not in the chat

Connecting Salesforce to ChatGPT or Claude lets you ask about it while you chat. ClickRuntime handles the part that should happen on its own: checks on a schedule and actions on each new event, set up from the same chat and running after you close it.

Setup

Connect Salesforce

You connect Salesforce through an External Client App you create in your own org. You choose its scopes and who may use it, and it needs an edition with API access.

Salesforce

CRM

  1. In Salesforce, go to Setup, then External Client App Manager (or App Manager), and create a new External Client App.
  2. Enable OAuth, set the callback URL to https://clickruntime.com/oauth/callback, and add the scopes api and refresh_token offline_access.
  3. Under OAuth policies, set the refresh token policy to valid until revoked and choose who may use the app. Make sure the user has the API Enabled permission.
  4. In the ClickRuntime dashboard, open Connections, choose Salesforce and enter your app's Consumer Key and Consumer Secret.

Good to know

Salesforce limits that affect automations

  • API access is included in Enterprise, Performance, Unlimited and Developer editions. Professional Edition needs the API add-on from Salesforce.
  • Group, Essentials and Contact Manager editions have no API access, so automations fail with API_DISABLED_FOR_ORG.
  • Every user the automation runs as needs the API Enabled permission on their profile or a permission set.
  • Daily API request limits scale with your licenses. A check every 5 minutes uses a small share of them.
  • Salesforce has restricted creating new Connected Apps, so create an External Client App. Existing Connected Apps keep working.

FAQ

Questions about automating Salesforce

What can ClickRuntime see and change in Salesforce?
What the user who authorised your app can reach through the API. That covers querying and updating leads, contacts, accounts, opportunities, tasks and events, within that user's permissions.
Does it work with my Salesforce edition?
It works with Enterprise, Performance, Unlimited and Developer editions, and with Professional if you have the API add-on. Group, Essentials and Contact Manager have no API access.
Why do I create my own External Client App?
Your org stays in control. You set the scopes, the refresh token policy and who may use the app, and you can revoke it from Setup at any time.
How quickly do alerts arrive?
Alerts for new leads, new opportunities and Closed Won deals check Salesforce every 5 minutes. Inquiries sent to a ClickRuntime webhook link become leads the moment they arrive.
Do I need AI for Salesforce automations?
No. Lead intake, alerts, duplicate reports and backups run without it. Next-step suggestions, account enrichment, pipeline digests and coaching reports use the AI that comes with every ClickRuntime plan, so you don't need your own AI key.
Is this a Salesforce connector for ChatGPT or Claude?
Not for chatting with Salesforce data. A chat connector lets your assistant read and change Salesforce while you're in the conversation. ClickRuntime is for the work that should happen without you: you set up an automation from the chat once, and it keeps running on a schedule or on each Salesforce event.

Related pages

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Tell your assistant what Salesforce should do

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