Salesforce
Salesforce and LinkedIn, worked by the same agent.
Lead Finder finds people and starts conversations on LinkedIn, X and email. Connect Salesforce, and Siela's agents can also work with your records there when you ask.
Is Rahul from Globex already in Salesforce? He just accepted my LinkedIn request.
Yes, Rahul is a contact at Globex, last touched in March. Lead Finder has picked up the conversation on LinkedIn from your note.
Rahul, Globex
What you can do once it's connected
Connect Salesforce to Siela by approving access once. Siela's agents can then work with your Salesforce records when you ask, such as checking whether someone is already a contact, while Lead Finder handles outreach on LinkedIn, X and email from your own accounts.
- Check before you reach out. Ask whether someone is already in Salesforce.
- Keep records current. Ask an agent to update a record after a conversation.
- Reach people on LinkedIn. Lead Finder sends connection requests and messages from your own account, written for each person.
What it isn't
It's not an automatic two-way sync, and it's not a replacement for how your team runs Salesforce. Leads that Lead Finder finds are saved to Siela's built-in CRM, with the reason each one was picked, and they don't copy into Salesforce on their own.
If you need every LinkedIn message logged on a record automatically, LinkedIn Sales Navigator's CRM features or a dedicated sync tool may suit you better. See what Sales Navigator costs.
Safety
Salesforce connects with OAuth, so you approve access on Salesforce's own page and Siela doesn't store your password. Everything an agent does is saved, so you can read what changed. Siela doesn't have a SOC 2 report yet, which larger Salesforce customers often require. See security.
How it works
Connect Salesforce
Approve access on Salesforce's page.
Set up Lead Finder
Paste your website, and choose who to reach and on which channels.
It reaches out
On LinkedIn, X and email, from your own accounts.
Ask it to check or update
It works with your Salesforce records when you ask.
Works with the other agents
AI SDR
Finds people with a fresh reason to buy, starts the conversation on LinkedIn, X and email, and follows up.
Call Agent
Joins your Zoom, Meet or Teams call, talks with the person from your brief, and sends you a report when it ends.
Social Media
Posts, comments, replies and handles DMs on LinkedIn and X, the way you set it up.
Questions
Can Salesforce connect to LinkedIn?
LinkedIn Sales Navigator has CRM features for Salesforce on its higher plans. Siela works differently: an agent handles LinkedIn outreach and can also work in Salesforce when you ask.
Does Siela sync leads to Salesforce automatically?
No. Leads are saved to Siela's built-in CRM. An agent works in Salesforce when you ask it to.
Do I need Salesforce to use Siela?
No. Siela has its own CRM and booking pages.
Is Siela built for large Salesforce teams?
It's built for founders and small B2B teams. Siela doesn't have a SOC 2 report yet, which many larger companies require.
Hand over the growth work.
Paste your website, check the setup and press start. You set the limits; the agents do the rest.