CRM & Sales · Integration
SalesforceIQ
Add SalesforceIQ to your product for your customers, and give your AI agents governed access to it.
Embed a SalesforceIQ integration so your customers can bring their accounts, lists, and relationship intelligence into your product, and so your agents get governed access to that activity. fastn handles per-customer OAuth and field mapping. SalesforceIQ is a legacy Salesforce product, so teams migrating to core Salesforce CRM can run both connectors side by side during transition.
In your product
Embedded for your customers. Per-tenant auth, no per-customer code, maintained by fastn.
Let customers sync accounts, contacts, and list records into your product.
Read relationship and email activity to surface engagement in your product.
Keep records aligned both ways so updates stay consistent during a migration.
Support each customer's own list schemas with per-tenant field mapping.
For your AI agents
Governed, audited access for the agents you build, through the MCP server.
An agent reads recent relationship activity on an account before drafting outreach.
An agent creates or updates list records within governed permissions.
An agent reacts to activity on an account and runs the next workflow step.
Example prompt
Show accounts in the pipeline list with no logged activity in 21 days and summarise the last interaction for each.
Set up SalesforceIQ in 4 steps
- 01Open the SalesforceIQ connector from your fastn dashboard.
- 02Have each customer authenticate their SalesforceIQ account with OAuth.
- 03Map the accounts, contacts, and list fields your product uses, then enable actions and triggers.
- 04Call them from your product, or expose them to an agent through the MCP server.
Why teams use the SalesforceIQ integration
What you get by embedding it with fastn instead of building it yourself.
- Ship a SalesforceIQ integration without building it. Your customers connect their own SalesforceIQ account inside your product and work their accounts, contacts and opportunities there, with no per-customer code on your side.
- Handle the part that actually costs time: every CRM instance is customised, so standard objects are never the whole story. fastn owns the auth, token refresh, rate limits, pagination and breaking-change fixes, so a SalesforceIQ update is not your on-call problem.
- One integration serves your product and your agents. The same governed SalesforceIQ connection powers in-product features and gives AI agents scoped, audited access, so you keep customer records aligned between your product and the CRM each customer already runs without wiring it twice.
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Tools the same teams tend to run next to SalesforceIQ, across other categories.
SalesforceIQ integration FAQ
How do I add a SalesforceIQ integration to my product?
Enable the SalesforceIQ connector in your fastn dashboard, then let each customer authenticate their own SalesforceIQ account. fastn handles the OAuth flow, token storage and refresh per tenant, so there is no SalesforceIQ client code in your app and no per-customer branch in your codebase. Setup is 4 steps.
Do my customers each connect their own SalesforceIQ account?
Yes. Every connection is scoped to the individual customer, so each authorises their own SalesforceIQ account and only ever sees their own accounts, contacts and opportunities. That per-tenant isolation is the point of an embedded integration: you support the long tail of customer setups without maintaining an integration per customer.
Can AI agents use this SalesforceIQ integration?
Yes. The same connection is exposed to your agents through the fastn MCP gateway, with permissions scoped per tenant and every call audited. An agent reads recent relationship activity on an account before drafting outreach.
Who maintains the SalesforceIQ integration?
fastn does. When SalesforceIQ changes an endpoint, deprecates a field or alters its auth, the fix lands in the connector rather than in your backlog, and your customers' connections keep working.
Does the SalesforceIQ integration support custom fields and custom objects?
Yes. CRM instances are heavily customised, so field and object mapping is configuration rather than code. Each customer maps their own fields during setup, which means onboarding a customer with an unusual SalesforceIQ schema does not require a deploy on your side.
Can records sync both ways?
Yes. You can read from SalesforceIQ, write back to it, and react to changes through triggers, so a record updated in your product and a record updated in SalesforceIQ do not drift apart.
What can I build with the SalesforceIQ integration?
A common starting point: sync accounts, contacts, and list records into your product. Teams also use it for the other use cases listed above, and expose it to agents for governed reads and writes.
How much does the SalesforceIQ integration cost?
It is included. Pricing is based on connected accounts, not on how many connectors you enable, so adding SalesforceIQ does not change your per-connector cost. You can start free with 3 connected accounts.
Add SalesforceIQ to your product
Start free with 3 connected accounts. No sales call required, and no per-customer integration code.