How to Connect Salesforce to youNme.ai

Connect Salesforce to youNme.ai to sync leads, conversation activity, and customer engagement data directly into your CRM workflow.

Before You Begin

Make sure you:

• Have Salesforce admin or integration permissions
• Have access to the youNme.ai integrations page
• Know which Salesforce objects you want to sync

Steps to Connect Salesforce

1. Go to the integrations page:
   https://younme.ai/account/integrations
2. Locate Salesforce in the integrations list.

   

3. Click Connect.
4. Sign into your Salesforce account when prompted.
5. Approve the requested permissions.
6. Configure your sync settings, including:
   • Leads
   • Contacts
   • Activities
   • Conversation data
7. Save the integration settings.
8. Run a test sync if available.

Benefits of the Salesforce Integration

Connecting Salesforce allows your team to:

• Automatically capture leads
• Track AI conversations in CRM records
• Improve sales follow-up workflows
• Centralize customer engagement data
• Reduce manual data entry