Can data move both ways between Salesforce and Clari Copilot?

Workflows run from Salesforce to Clari Copilot. Clari Copilot has no triggers, but a workflow can update Clari Copilot on a schedule.

Can an AI agent act in Clari Copilot when something happens in Salesforce, with my approval?

Yes. Add Clari Copilot actions to an agent's tools and require approval before the steps you choose. Every action is recorded in the Event Logs.

What if the step I need isn't listed?

Call the Clari Copilot API from any REST API step. On the Enterprise plan, talk to us about adding it.

Salesforce + Clari Copilot integration

Connect Salesforce and Clari Copilot

Run Salesforce and Clari Copilot together as workflows, AI workflows or AI agents, with approvals where you need them.

Start free Book a demo

Or build your own Salesforce + Clari Copilot workflow

Does Konnectify connect Salesforce and Clari Copilot?

Yes.Konnectify connects Salesforce and Clari Copilot. Teams use it to keep Clari Copilot deals, contacts and accounts in step with Salesforce, so recorded calls match the current opportunity and the right people.

Deals current in Clari Copilot (accurate call context)
New opportunities available for call matching
Buyers recognised on calls
Build your own Salesforce + Clari Copilot workflow

What teams do with Salesforce and Clari Copilot

WorkflowNo approval
Deals current in Clari Copilot (accurate call context)
1. Salesforce Updated Opportunitystage or amount changed
2. Clari Copilot Update a Deal
Use this template
WorkflowNo approval
New opportunities available for call matching
1. Salesforce New Opportunity
2. Clari Copilot Create a Deal
Use this template
WorkflowNo approval
Buyers recognised on calls
1. Salesforce New Contact
2. Clari Copilot Create a Contact
Use this template
WorkflowNo approval
New accounts ready before the first call
1. Salesforce New Account
2. Clari Copilot Create an Account
Use this template

What Salesforce and Clari Copilot can do for each other

Salesforce → Clari Copilot

32 Salesforce triggers can start actions in Clari Copilot.

Salesforce triggers, for example

New Dated Conversion Rate
Updated Dated Conversion Rate
Record Created In Custom Module

Clari Copilot actions, for example

Create a Contact
Get a Contact
Update a Contact

Clari Copilot → Salesforce

Clari Copilot has no triggers, so workflows run from Salesforce to Clari Copilot. You can still start a Clari Copilot workflow on a schedule.

Build your own Salesforce + Clari Copilot workflow

Pick a trigger in Salesforce and an action in Clari Copilot. Konnectify opens with both already set.

When this happens inSalesforce

Do this inClari Copilot

Or start from:

Start free with this workflow

Konnectify opens with this trigger and action already set. Add steps, AI or approvals there.

FAQ

Got questions?

If you can't find what you're looking for, talk to our team.

Yes. Konnectify connects Salesforce (32 triggers, 60 actions) and Clari Copilot (0 triggers, 13 actions) in workflows, AI workflows and AI agents.