Salesforce
Claro connects to Salesforce via OAuth to pull account, contact, and case data into support conversations. It can create cases, update records, and route issues based on account tier and engagement history.
How Claro connects
Authorize with one click
Click connect and authorize Claro through a secure OAuth flow. No API keys to copy.
Credentials encrypted & stored
Claro encrypts your credentials at rest and never exposes them. Revoke access any time.
Real-time sync is ready
Data flows in real-time. Claro can read context and take actions immediately.
What Claro reads
Contacts
Contact records, account associations, and activity history
Cases
Support cases, status, priority, and resolution history
Accounts
Account details, tier, annual revenue, and owner
Opportunities
Sales opportunities, stage, and close date
What Claro can do
Look up contact
readSearch for a Salesforce contact by email or name
Get case history
readRetrieve case history for a contact or account
Create case
writeCreate a new support case in Salesforce
Update case
writeUpdate case status, priority, or assignment
Intelligence signals
Claro extracts these signals from Salesforce to enrich conversations, inform decisions, and personalize responses.
Ready to connect Salesforce?
Get started in minutes. Claro handles the rest: reading context, taking actions, and resolving tickets automatically.
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