Pinecone + Salesforce

Add updated Salesforce records to Pinecone records

Transform your CRM updates into searchable sales intelligence by automatically sending Salesforce record changes to Pinecone. This integration captures deal insights, objection handling notes, and customer interactions, creating a knowledge base that helps your team learn from every opportunity.

Transform your CRM updates into searchable sales intelligence by automatically sending Salesforce record changes to Pinecone. This integration captures deal insights, objection handling notes, and customer interactions, creating a knowledge base that helps your team learn from every opportunity.

  1. When this happens...
    SalesforceSalesforce
    Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    TriggerPolling
  2. automatically do this!
    PineconePinecone
    Add Record

    Embeds a record and upserts it to Pinecone in one step.

    ActionWrite
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Supported triggers and actions

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About Pinecone

Pinecone is a leading vector database for building accurate and performant AI applications at scale in production.

Related categories

  • AI Tools
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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