Another system needs Salesforce data without opening Salesforce
Before someone exports a spreadsheet by hand and re-uploads it elsewhere.
After the connected system reads and writes the same records directly, with no manual export step.
CRMUSSalesforce integration & automation
Enterprise CRM with a live event feed and no-code automation across every record type
Salesforce keeps every kind of business record reachable from outside its own screens, so another tool can read or change the same data instead of a person retyping it. We set the account up, secure the connection so only the right tool can reach in, and build automatic steps and real-time alerts that route into the systems you already run.
What we connect
- Records — contacts, deals, custom data — become reachable from outside Salesforce's own screens, so another tool can read or update them without a person retyping anything.
- A secure sign-in step for every outside tool, so access to one connected system can be switched off without touching any of the others.
- A live event feed (Platform Events) that pushes a message the instant something worth knowing happens, instead of another system asking over and over — available on Performance, Unlimited, Enterprise and Developer editions.
- A no-code way to chain automatic steps across any record type (Salesforce Flow) — updating a field, sending a notification, or starting something in a connected tool.
- Built-in calling (Open CTI) still works today, but Salesforce is retiring it in February 2028 and is steering new projects toward its newer calling product, Salesforce Voice, instead — worth knowing before building a call flow on the old one.
- A single marketplace for ready-made add-ons, AgentExchange (the renamed, merged AppExchange and Slack marketplace), is the first place we check before building a custom bridge.
Automation scenarios
A deal changes stage and three other tools need to know
Before each tool checks Salesforce on a timer and can miss a change for minutes.
After on eligible editions, Platform Events push the change out the instant it happens.
A sales process must run the same way every time
Before someone rebuilds and rechecks the chain of steps by hand each time a deal moves forward.
After Salesforce Flow runs the whole chain automatically the moment that step happens.
A team is planning phone integration for the year ahead
Before a new call flow gets built on Salesforce's classic Open CTI without knowing its future.
After we point new projects at Salesforce Voice, since Open CTI is being retired in February 2028.
How it works technically
For those who want to check: each point links to the official documentation page it comes from.
REST API gives programmatic access to Salesforce records, metadata and search without using the Salesforce interface itself.
Source: developer.salesforce.com ↗ checked 2026-09-25Access is authorised through OAuth 2.0 via a Connected App or External Client App; since Spring '26, creating new Connected Apps is restricted and Salesforce recommends External Client Apps instead (existing Connected Apps keep working).
Source: developer.salesforce.com ↗ checked 2026-09-25Platform Events are secure, scalable messages published by Salesforce and received by subscribers in real time — Salesforce's built-in equivalent of a webhook.
Source: developer.salesforce.com ↗ checked 2026-09-25Salesforce Flow is a no-code automation builder that runs on the same platform as Apex code and can automate steps for any record type.
Source: developer.salesforce.com ↗ checked 2026-09-25Open CTI, Salesforce's built-in telephony integration layer, is in maintenance mode and scheduled for retirement in February 2028; Salesforce recommends moving new development to Salesforce Voice.
Source: developer.salesforce.com ↗ checked 2026-09-25The app marketplace, formerly AppExchange, was renamed AgentExchange in 2026 and merged with the Slack marketplace into a single catalogue.
Source: appexchange.salesforce.com ↗ checked 2026-09-25
Limits
A free Developer Edition org is capped at 15,000 API calls a day — enough to build and test, too little for live high-traffic use. Paid editions calculate a higher daily ceiling from a base allowance plus an amount per user licence. No more than 25 long-running API requests (20 seconds or more) can run at the same time per production org. Platform Events, the real-time event feed, is only available on Performance, Unlimited, Enterprise and Developer editions.
Screenshots
How to start
Three steps from a first message to work on your project.
- 01
Leave a request
Describe the task in the form — in text or by voice. Budget and timing are optional.
- 02
We review and estimate
A developer studies the brief, asks about anything unclear and sends an estimate.
- 03
We start
Once scope and price are agreed, the work begins.
or write to info@coreviaflow.space
Questions
Can any Salesforce plan get real-time alerts through Platform Events?
No — only Performance, Unlimited, Enterprise and Developer editions include it. On other editions we check for changes a different way.
Should we build new calling features on Salesforce's classic phone integration?
No. Open CTI is being retired in February 2028, and Salesforce itself recommends pointing new work at Salesforce Voice instead.
How much data can a free Developer org handle?
15,000 calls a day — fine for building and testing an integration, too little for live traffic. A paid edition raises that ceiling.
Is AppExchange still the place to look for ready add-ons?
Same marketplace, new name — AgentExchange — now merged with the Slack marketplace too.
Tell us what needs to be connected
Describe the task in text or a voice message. We look at your setup and reply with a plan.
What you can order
Four services people come to us for most often. Each page explains what we do, how the work goes and where to start.
CRM implementation
Choose the system, set up the pipeline, migrate data, train the team.
Learn more →CRM integration
Accounting, telephony, website, payments and messengers feed the CRM on their own.
Learn more →Telegram chatbots for business
Orders, requests and answers around the clock, straight into your CRM.
Learn more →n8n and Make automation
Flows between CRM, email, spreadsheets, payments and AI, on your own server.
Learn more →Pairs with Salesforce
↔Aircall ↔ Salesforce
Every Aircall call becomes a Salesforce record with its duration, and the recording is saved before its link expires
See scenarios →
↔Claude API (Anthropic) ↔ Salesforce
Claude reads PDF attachments on Salesforce records, drafts notes and follow-up emails and sorts incoming leads, and nothing is written back until a person approves it
See scenarios →
↔HubSpot ↔ Salesforce
Marketing leads from HubSpot become leads and contacts in Salesforce, and deal stages, owners and closed sales from Salesforce come back to HubSpot for reporting and nurturing
See scenarios →
↔Mailchimp ↔ Salesforce
Salesforce contacts and leads land in the right Mailchimp audience with their segment, and opens, clicks and unsubscribes come back to the Salesforce record
See scenarios →
↔RingCentral ↔ Salesforce
Calls and messages from RingCentral are logged on Salesforce records by themselves, missed calls become tasks, and the rep dials from the record with the client's card already open
See scenarios →↔
Salesforce ↔ Slack
Important Salesforce changes arrive in the right Slack channel as they happen, and a button in the message updates the record back in Salesforce
See scenarios →↔
Salesforce ↔ Twilio
Salesforce sends SMS and WhatsApp messages through Twilio at the right step of a deal or case, and the delivery status returns to the record
See scenarios →Moving to another system
Related integrations
CRMUSHubSpot
US CRM with built-in calling and no-code automation, ready to plug into the tools you already run
See scenarios →
CRMUSZoho CRM
US CRM with a dedicated bulk data channel and a step-by-step process enforcer, built to plug into your existing tools
See scenarios →
CRMEUPipedrive
The deal-focused CRM: connect it once, and deals, contacts and follow-ups keep themselves in sync
See scenarios →
IP telephonyUARingostat
IP telephony with ready CRM connections and call alerts at the exact moment you need them
See scenarios →
IP telephonyEUZadarma
European telephony with ready CRM connections and live call event alerts
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Payments & POSUSStripe
One checkout for 125+ local payment methods, plus automatic tax and subscription billing
See scenarios →Implementation · Development · Integrations →
Salesforce is a trademark of its owner. CoreviaFlow is not affiliated with it unless stated otherwise. Screenshots are taken from public vendor materials; the source is shown under each one.