Integration

Pilot + Salesforce: the AI that puts your enterprise CRM to work

Sync Salesforce with Pilot's AI layer. Salespeople operate from WhatsApp and email, and the AI updates opportunities, contacts, and activities in Salesforce without anyone logging data by hand.

Request a demo

What Salesforce does with Pilot

Pilot is an AI-driven, end-to-end business system, fully turnkey: CRM, sales, marketing, communication, HR, IT, and operations come native out of the box. If you also use Salesforce, Pilot connects it and orchestrates it with AI; it never asks you to migrate your enterprise or replace Sales Cloud.

Salesforce leads the enterprise market for a reason: it's modular, extensible, and reliable. Its historical weakness is end-user adoption: salespeople who don't update opportunities, contacts that don't get logged, activities that get skipped. Pilot solves adoption without asking the salesperson to change habits.

The integration uses Salesforce's OAuth 2.0 with minimal scopes (api + refresh_token + offline_access). Pilot syncs Account, Contact, Opportunity, Lead, Task, Event, Note, and Campaign both ways every 5 minutes. The AI operates by reading Salesforce in real time and writing when it detects changes in other channels (WhatsApp, corporate email, Zoom/Meet transcriptions, web forms).

Result: Salesforce stays full and up to date without your team logging more data than before. Managers see the real pipeline, reports come out with reliable data, and Einstein Analytics gets a dataset worth having.

What you can do

  • Two-way sync of Account, Contact, Opportunity, Lead, Task, Event, and Note every 5 minutes.
  • The AI writes activities in Salesforce from emails, (transcribed) calls, and WhatsApp messages.
  • Move pipeline stages from WhatsApp with a message to Pilot's AI assistant.
  • Create new opportunities in Salesforce when an AI agent detects buying intent over WhatsApp.
  • Detect stalled opportunities and propose rescue actions to the assigned owner.
  • Query the real Salesforce pipeline over WhatsApp ('show me this month's deals in negotiation').
  • Assign automatic tasks when an opportunity has gone N days without movement.
  • Sync campaigns: leads from Pilot campaigns enter as Lead/Campaign in Salesforce.
  • Consolidated Pilot + Salesforce reporting: revenue by owner, conversion by stage, average time in each stage.
  • Compatible with Salesforce Sales Cloud, Service Cloud, and Salesforce Industries (Health, Financial, Manufacturing).

Pilot modules that connect

CRM

Customers

One contact database, no duplicates, enriched by AI.

Sales

Sales board with live revenue and real-time alerts.

Customer tracking

Commercial memory: AI remembers every interaction with every customer.

Email

A unified inbox with AI that prioritizes, summarizes, and drafts.

Approvals

Approval flows that move themselves, right from WhatsApp.

What if I already have Salesforce + Einstein?

Einstein operates only inside Salesforce. Pilot operates cross-tool. Beyond Salesforce, it reads and writes in WhatsApp, corporate email, calendar, meeting transcriptions, and ecommerce, and consolidates everything into a single view of the customer. If your team needs AI only inside Salesforce and nothing else, Einstein is a good option. If your team operates outside Salesforce (most LATAM sales teams do, via WhatsApp), Pilot fills the gap Einstein doesn't cover.

Compared with HubSpot Operations Hub: HubSpot Operations Hub is for syncing HubSpot with other tools. Pilot includes the sync plus the AI layer that executes on the synced data. Useful even if you use HubSpot + Salesforce in different areas.

Use cases where this integration shines

Teams that connect this tool with Pilot usually start with these scenarios.

Sales automation with AI

An actionable guide for sales teams that want to close more without hiring more reps or migrating CRMs.

AI customer service

Support that replies with real customer context, without dropping threads.

Run your business from WhatsApp

WhatsApp as your company's cockpit: sales, scheduling, payments and approvals over chat.

Industries where this integration is most popular

Sectors with the highest combined adoption of this tool and Pilot.

Technology

Cómo Pilot ayuda al sector technology.

Professional services

Cómo Pilot ayuda al sector professional services.

Finance

Cómo Pilot ayuda al sector finance.

How to connect it

  1. In Salesforce, go to Setup > Apps > App Manager > New Connected App. Enable OAuth with the scopes `api`, `refresh_token`, `offline_access`.
  2. Copy the Consumer Key and Consumer Secret Salesforce generates.
  3. In Pilot, go to Settings > Integrations > Salesforce and paste both values plus your Salesforce domain (e.g. mycompany.my.salesforce.com).
  4. Pilot opens the OAuth flow; you authorize the scopes.
  5. Choose the sync direction (two-way is recommended).
  6. Pilot runs an initial sync. For tenants of 10,000 contacts it takes 15-30 minutes.

Frequently asked questions

Does Pilot replace Salesforce?
No. Pilot operates on top of Salesforce. Your organization keeps Salesforce as its corporate CRM. Your team decides whether to keep operating inside Salesforce, inside Pilot, or from WhatsApp with the AI agent; every path ends up reflected in Salesforce.
Does it work with Salesforce Lightning and Classic?
Yes. The integration is via the REST API and SOQL; it doesn't depend on the UI. It works identically in Lightning Experience and Salesforce Classic. If you use Industries Cloud (Health Cloud, Financial Services Cloud, Manufacturing Cloud), it works too.
Do I need a Salesforce Enterprise plan?
The integration uses the standard REST API, available from Salesforce Professional Edition (with the API Add-On if not included) and Enterprise/Unlimited/Performance. If you're on Essentials it doesn't work; Essentials doesn't expose an API. For large enterprise cases, Pilot supports authentication with the JWT bearer flow (Single Sign-On with your corporate IdP).
Is it secure? What data does Pilot share?
OAuth with minimal scopes. End-to-end TLS 1.3. Pilot only reads/writes what you explicitly authorize. The data is NOT used to train models. Compliance: SOC 2 Type II certification in progress (2026 Q3). If your organization requires data residency in a specific region, we can discuss a dedicated deployment.
And if I cancel Pilot? Do I lose my Salesforce data?
No. Salesforce stays yours with all its data. Pilot only added the AI layer and the sync with other channels. If you cancel, Salesforce is left intact with all the data Pilot wrote before (it's your data, it stays).
How long does the initial sync take?
It depends on volume. For an org with 10,000 contacts and 1,500 opportunities, ~15-30 minutes. For an enterprise of 100,000+ contacts, 2-6 hours. After that, the incremental sync runs every 5 minutes (or real-time via the Salesforce Streaming API for critical opportunities).

Connect Salesforce to Pilot in 15 minutes

Book a demo and we'll show you the integration live: how the OAuth setup works, which objects it syncs, and how the AI starts updating Salesforce from WhatsApp and email from day one.

Request a demo