Coherence is an agentic customer operations platform that connects CRM data, email, campaigns, websites, workflows, and AI agents in one shared context. It is operated by Brightyard, Inc.

How is Coherence different from a traditional CRM?

CRM is Coherence's shared data foundation, not the product boundary. Coherence connects flexible XRM-style records to email, campaigns, websites, workflows, and agents so teams can run the customer lifecycle from one context.

Does Coherence have an API and MCP server for agents?

Yes. Coherence publishes an OpenAPI 3.1 spec at https://getcoherence.io/openapi.json and ships an official MCP server (@coherenceos/mcp-server) so AI agents can read and write workspace data and delegate tasks to the Nash agent.

How much does Coherence cost?

Coherence has a free tier (no credit card required), plus Starter at $12, Pro at $29, and Team at $79 per user per month.

Integrations · CRM

Connect Salesforce to Coherence.

Name: Coherence
Brand: Coherence
Rating: 4.8 (50 reviews)

CRM software solutions and enterprise cloud computing. 9 triggers can start a workflow, and 27 actions can run inside one.

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New Case AttachmentCreate a Coherence record

A Coherence record changesAdd Contact to Campaign

New ContactUpdate a Coherence record

A Coherence workflow runsAdd File to Record

TRIGGERS AND ACTIONS

Everything Salesforce can do in a workflow.

Triggers start a workflow when something happens in Salesforce. Actions are the steps a workflow can run there.

Triggers · 9New Case AttachmentNew ContactNew Field History EventNew LeadNew or Updated RecordNew Outbound MessageNew RecordNew or Updated FileNew Case in Queue

Actions · 27Add Contact to CampaignAdd File to RecordAdd Lead to CampaignCreate Attachment (Legacy)Create CaseCreate ContactCreate LeadCreate NoteCreate OpportunityCreate RecordCreate TaskDelete OpportunityDelete RecordExport ReportFind Child RecordsFind RecordFind Records by Query (Advanced)Get Record AttachmentsRun Query (Advanced)Run ReportSend EmailUpdate ContactUpdate LeadUpdate RecordBatch Upsert (Advanced)Bulk Upsert (Advanced)Custom API CallCustom API Call: Make a custom API call to a specific endpoint.

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with Salesforce.

Starting points for a workflow. Choose the exact fields, conditions, and records it updates.

Bring Salesforce activity into CoherenceStart from a supported Salesforce event, then create or update the appropriate CRM, project, or custom record with the source context preserved.

Starts with · New Case Attachment
or New ContactFinishes with · Create or update a Coherence record

Act in Salesforce from a Coherence workflowUse a change in Coherence to run a supported Salesforce action, so the next step follows the record instead of relying on someone to copy it.

Starts with · A Coherence record or workflow changesFinishes with · Add Contact to Campaign
or Add File to Record

Connect Salesforce to the wider customer workflowCombine Salesforce with another integration and Coherence records to keep account, contact, and deal context attached to the work around it.

Starts with · New Case Attachment
or New ContactFinishes with · Add Contact to Campaign, then preserve the outcome in Coherence
or Add File to Record

SET UP

How to connect Salesforce.

The exact authentication fields depend on Salesforce. The workflow structure stays straightforward.

1Connect the accountAuthorize the Salesforce account and permissions the workflow needs.

2Choose a supported stepSelect one of the current triggers or actions listed above and map its fields.

3Test with a real recordRun a small test, inspect the result in both systems, and only then enable the workflow.

Apps for the same workflow.

Apps that share a category with Salesforce or provide a complementary trigger or action.

ActiveCampaignMarketing · CRM9 triggers · 7 actions

Acuity SchedulingProductivity · CRM2 triggers · 8 actions

AttioCRM5 triggers · 14 actions

Bigin by Zoho CRMCRM9 triggers · 16 actions

CopperCRM · Productivity11 triggers · 20 actions

Famulor AI - Voice AgentCRM4 triggers · 25 actions

QUESTIONS

Salesforce integration questions.

What can I automate with the Salesforce integration?

Salesforce currently provides 9 triggers that can start a workflow and 27 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.

How many Salesforce triggers and actions are available?

Salesforce currently lists 9 triggers and 27 actions, each named on this page. The list is read from the automation catalog Coherence workflows use, so review those names before building a workflow.

Can Salesforce connect to other apps through Coherence?

Yes. A workflow can combine supported Salesforce triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect Salesforce?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

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