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.

When this happens...
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
TriggerPolling
automatically do this!
Add Record
Embeds a record and upserts it to Pinecone in one step.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History ObjectRequired
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It

- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ReportRequired
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Record TextRequired
- Record ID
- Metadata
- Index NameRequired
- Index Host
- NamespaceRequired
Action
Write
- Index NameRequired
- Cloud Provider
- Region
- ModelRequired
- Field Map
- Wait Until Ready
- Deletion Protection
- Tags
Action
Write
- Index NameRequired
- Index HostRequired
- NamespaceRequired
Action
Write
- Record IDRequired
- New Record Text
- New Metadata
- Index NameRequired
- Index Host
- NamespaceRequired
Action
Write
- Index NameRequired
Action
Search
- Index NameRequired
- Index HostRequired
- NamespaceRequired
Action
Search
- Index NameRequired
- Index HostRequired
Action
Search
- Index NameRequired
- NamespaceRequired
- Query TextRequired
- Top KRequired
- Rerank
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Index Name
Trigger
Polling
Try It
- Index NameRequired
- Pod Type
- Replicas
- Deletion Protection
- Tags
- Embed Model
- Embed Field Map
Action
Write
- Warning
- Index NameRequired
Action
Write
- Record IDRequired
- Index NameRequired
- Index HostRequired
- NamespaceRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Index NameRequired
- Index HostRequired
Action
Search
- Index Name
Action
Search
- Index NameRequired
- Index HostRequired
- NamespaceRequired
- Prefix
- Limit
- Pagination Token
Action
Search

About Pinecone

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

Related categories

AI Tools

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Pinecone + Salesforce

Add updated Salesforce records to Pinecone records

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Call Apex REST

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Run Report

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

Add Record

Create Index

Delete Namespace

Update Record

Advanced: Describe Index

Advanced: Describe Namespace

List Namespaces

Search Records

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

Index Status Change

Configure Index

Delete Index

Delete Record

API Request (Beta)

Advanced: Describe Index Stats

List Indexes

Advanced: List Records

About Pinecone

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces