The SAGARIS Salesforce integration, in both directions
Yes. SAGARIS connects to Salesforce over OAuth against your own org, reads your pipeline into the record its agents act on, and writes the activity it generates back as standard Task and Event records. Writes are held behind one deployed switch that is on for the live service, and the resolver treats anything other than an explicit live value as a dry run.
Connected. You can connect a Salesforce org over OAuth from inside SAGARIS today, reads are live, and activity write-back lands in your org as standard Task and Event records.
Last verified October 5, 2026. All integrations
What moves, and which way
OAuth, against your own Salesforce org. Connected from inside SAGARIS, not from a marketplace listing.
- Into SAGARIS
- Opportunities, accounts, contacts, leads, campaigns, tasks, events, notes, email messages and cases are extracted into SAGARIS, along with field history. The record that lands in SAGARIS is the one the pipeline gates read and the one the agents act on, so a deal is scored against what your org actually says rather than against a rep's memory of it.
- Back into Salesforce
- Activity SAGARIS generates is written back into your org as standard Task and Event records, with calls and emails carried as Task subtypes. These are standard objects, so nothing has to be installed in your org before a write can land, and an admin reviewing the change sees ordinary Salesforce activity rather than a custom object they now have to support.
- The boundary
- Writes are gated by one deployed environment switch and the resolver defaults to a dry run, so the failure direction is that nothing is written rather than that something wrong is. Ongoing freshness comes from a scheduled poll rather than a real-time event stream, so a field edited in Salesforce is current in SAGARIS at the next poll and not the same second. Self-service disconnect from Settings is not built: the control is present and disabled, and revoking today means asking us or revoking the grant from inside Salesforce.
Connecting an org
- 01
Start the connection from onboarding or the CRM screen
The connect step lives in the SAGARIS onboarding flow and on the CRM screen rather than buried in Settings, because connecting the CRM is the step that makes everything after it useful. There is no package to install in your org first.
- 02
Authorize against your own org
You are sent to Salesforce, you sign in as yourself, and the grant is made against the org you are signed in to. A sandbox and a production org are different orgs, so connect the one whose pipeline you want SAGARIS reading.
- 03
The first extraction runs
Opportunities, accounts, contacts, leads and the surrounding activity come across, and the SAGARIS record is built from them. A scheduled poll keeps it current after that.
- 04
Decide what write-back should do before you turn it on
Write-back is a separate decision from reading and is gated separately. Talk to us about the switch before an evaluation depends on activity appearing in your org, so nobody discovers the posture in the middle of one.
How we checked
Probed on the production service at app.sagaris.ai. GET /api/crm/salesforce/connect answered 307 to /onboarding?salesforce_error=connection_failed, which is a branch after the not_configured guard, so the OAuth credentials are set on the serving revision. The paired control was /api/calendar/microsoft/connect in the same process on the same day, which answered 503 with a not-configured message, proving the probe can tell the two states apart. The write posture is read from resolveSalesforceWritebackDryRun and the deployed value of its single go-live flag rather than from documentation. This status was first measured on September 18, 2026 and re-probed on October 5, 2026 with the same result.
Verified October 5, 2026. If this is out of date or wrong, email founders@sagaris.ai and we will correct it and move the date.
Salesforce and SAGARIS, the questions people actually ask
- MOST ASKED
Both, and the write side is the one worth being exact about. Reading is live. Activity SAGARIS generates is written back into your org as standard Task and Event records, with calls and emails as Task subtypes, held behind one deployed switch. The resolver treats anything other than an explicit live value as a dry run, so nothing is written by accident.
No. The write-back uses standard Task and Event objects, so there is nothing to install and nothing for your admin to maintain. There is also no AppExchange listing: you connect from inside SAGARIS over OAuth against your own org.
No. Salesforce stays your CRM. SAGARIS keeps its own record, built from what it reads, and that record is what its agents act on. The activity they generate flows back into your org as ordinary Salesforce activity.
Freshness comes from a scheduled poll rather than a real-time event stream, so a change made in Salesforce is reflected in SAGARIS at the next poll. If your evaluation depends on sub-second propagation in either direction, that is worth raising with us before a trial rather than during one.
Not from SAGARIS Settings today. The control exists and is disabled. You can revoke the grant from inside Salesforce at any time, which cuts access immediately, or ask us and we will disconnect it.
Opportunities, accounts, contacts, leads, campaigns, tasks, events, notes, email messages and cases, along with field history. The documentation page linked below lists what each one becomes on the SAGARIS side.
Next door
What this connects to
- Salesforce integration docsThe objects read, the records written back, and the switch that gates the writes.
- The HubSpot integrationThe other CRM we connect to, and a different write posture worth comparing.
- SAGARIS compared with SalesforceIf the question is whether to keep it rather than whether to connect it.