Integrate with Salesforce

With your digital worker (digey) and Salesforce, put lead nurturing on autopilot and spend less time on repetitive tasks

How it works

Managing sales processes can be very time-consuming. Let your digey handle the tedious tasks, so you can focus on customer interactions.

Fast, easy setup for users

No special skills are required for users to get started. The setup process is straight forward and simple for IT, so you can quickly begin streamlining your processes and data.

Keep sales teams updated

Your digey can help ensure sales teams have the latest intelligence on leads with the critical data they need to close deals. Valuable lead intelligence is automatically updated and accessible where and when it is needed. Just ask digey to get it for you.

Sync all your data across systems

When digey works with Salesforce, you automate sales and service processes across your business, even with multiple disparate and complex systems. Your data stays in sync and available so digey can help you respond faster.

Skills Your digey automates sales- and customer-related tasks, using Salesforce skills to deliver faster outcomes, more timely follow-ups and better relationships.  Accounts
  • Create account
  • Retrieve account
  • Update account
  • Delete account
Campaigns
  • Create campaign 
  • Retrieve campaign 
  • Update campaign 
  • Delete campaign 
Contacts
  • Create contact 
  • Retrieve contact 
  • Update contact 
  • Delete contact 
Leads
  • Create lead 
  • Retrieve lead 
  • Update lead 
  • Delete lead 
Opportunities
  • Create opportunity 
  • Retrieve opportunity 
  • Update opportunity 
  • Delete opportunity 
Orders
  • Create order 
  • Retrieve order 
  • Update order 
  • Delete order 
Products
  • Create product 
  • Retrieve product 
  • Update product 
  • Delete product 
Security and access

Customer data is not only mission-critical to your operations, it needs to be protected. IBM Watson Orchestrate allows you to securely connect to Salesforce using OAuth2 Authentication. You authorize Watson Orchestrate by logging into a Salesforce account with a unique username and password.

Read the documentation

More integrations Watson Orchestrate integrates with the top tools you use every day, including candidate sourcing and application tracking software. Outlook

Enables digey to perform various actions such as send mail, schedule meetings, add contacts, and more.

Learn more about Outlook integration
Oracle HCM

Enables digey to work with job descriptions, job postings and candidate follow up to help you find the strongest talent.

Learn more about Oracle HCM integration
Workday

Enables digey to help create and update job requisitions, as well as manage candidate assessments.

LinkedIn

Enables digey to source and nurture candidates, post jobs, get application information and share postings.

Microsoft SharePoint

Enables digey to share lists, files and meetings so you can collaborate with colleagues, partners and customers.

Slack

Enables digey to send messages, follow up on job requisitions, share calendars and more.

Microsoft Teams

Enables digey to automate alerts, notifications and other repetitive tasks, as well as aggregate and streamline approvals.

Google Drive

Enables digey to store files in the cloud, share files, and edit documents, spreadsheets, and presentations with collaborators.


Take the next steps

Interested in learning more about IBM Watson Orchestrate and meeting your own personal digey?