Daily.co + Salesforce Integrations, Built by an AI Agent
Put Daily.co + Salesforce to work with AI and enterprise-grade automation
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Workflows you can build between Daily.co and Salesforce
See the kind of workflows teams build with Daily.co and Salesforce below — describe the exact one you want above and the Agent builds it on demand.
Daily.co + Salesforce
When a new room is created in Daily.co, log the meeting room under relevant accounts in Salesforce.
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Share video intro messages with new prospects
When a new lead is created in Salesforce, automatically share a video in Daily.co to make a personalized initial impression.
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Log CRM activities when prospects comment on videos
When a video is commented on in Daily.co, automatically log activity in Salesforce so sales representatives can quickly respond to buyer questions.
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Send channel notifications when deals are won
When a deal is won in Salesforce, automatically post to a channel in Daily.co to celebrate revenue wins with the entire team.
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Browse the full workflow library →
Looking to achieve something else with Daily.co and Salesforce?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Daily.co and Salesforce
Everything Daily.co and Salesforce can do inside a workflow — the triggers that start one and the actions that run when it fires.
Daily.co Explore Daily.co →
Daily.co is a video communication platform that provides APIs and SDKs for developers to integrate real-time video and audio calling into web apps.
TriggersTriggers when a new recording is created.
Triggers when a new room is created.
Creates a new Daily.co Video Call Room
Salesforce Explore Salesforce →
Salesforce is a cloud-based customer relationship management software designed to streamline sales, service, and marketing processes across organizations.
TriggersTriggers when a new Attachment is added to a case.
Triggers when a new Contact is created.
Triggers when a field is updated on the object specified. It will output the old and new field values.
Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.
Triggers when a new Lead is created.
Triggers when a new outbound message is received in Salesforce.
Adds an existing contact to an existing campaign.
Adds an existing file to an existing Record.
Adds an existing lead to an existing campaign.
Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.
Adds an existing contact to an existing campaign.
Creates a new attachment (max 25MB).
Other Video & Communication apps on Knit
Explore more Video & Communication integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
api.video
api.video is a developer video API platform that enables live streaming, video encoding, hosting, and playback integration.
BHuman
BHuman is a personalized video platform that uses AI technology to generate customized video messages for sales and customer outreach.
Bonjoro
A customer engagement tool that allows businesses to send personalized video messages to leads and customers.
Bubbles
Bubbles is an asynchronous video messaging platform that allows teams to share screen recordings and collaborate visually.
Buzzvid
Buzzvid is an automated video creation tool that converts articles and text content into promotional videos for marketing.
Cincopa
Cincopa is a multimedia hosting platform that allows businesses to store, manage, and publish video, audio, and image assets.
CineSend On Demand
CineSend On Demand is a secure video portal that lets organizations host and stream digital media events.
Clipcat
Clipcat is a cloud video editing and management tool designed to edit, process, and share video content for digital creators.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Daily.co + Salesforce
Is there a pre-built Daily.co + Salesforce automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Daily.co and Salesforce's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Daily.co or Salesforce connector?
No. The Agent works whether or not Daily.co or Salesforce already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why connect Salesforce with Daily.co?
Combining CRM tracking with video messaging helps sales teams deliver personalized outreach and track prospect engagement directly within opportunity records.
Can viewer interactions on videos update my sales pipeline?
Yes, receiving comments on shared videos in Daily.co can automatically log activities and update contact records in Salesforce.