Describe the automation in plain English and Edge Connect builds the flow. Install it from AppExchange and launch it right from Salesforce.
Start for freeHow it works
Pick the tools, describe what should happen between them, test it and turn it on. No code, and it all starts from Salesforce.
Start buildingConnect the tools you already use.
Each tool, like Gmail, Slack or QuickBooks, has a connector. Every step in your flow uses one. Sign in once with a team account such as sales@, so your flows keep running when people change roles.
Describe it. Copilot builds the flow.
Test it before it goes live.
Turn it on and watch every run.
By team
Marketing, DevOps and finance all end up needing Salesforce connected to something else. Start from one of these, or describe your own to Copilot.
Marketing
When a Lead is qualified in Salesforce, add them to a Mailchimp audience and let the sales channel know in Slack.
DevOps & IT
When a high-priority Case opens in Salesforce, create the Jira issue and alert the on-call channel in Slack.
Accounting & finance
When a Stripe payment succeeds, update the Opportunity in Salesforce and record the invoice in QuickBooks.
Features
Describe the automation in plain English. Copilot adds the steps in order, edits flows you already have, and tells you what it couldn’t finish.
See the whole flow as a simple map of connected steps. Click any step to set it up, and reuse information from earlier steps, like the customer name from Salesforce, with a click.
Already use Salesforce Flow? Call an Edge Connect flow from it, or start one automatically when a record changes. Developers can call it from Apex too.
See each run step by step, filter by flow or by errors, and find the failed step fast.
Most flows run on their own. When a decision needs a person, like approving a loan or a discount, add an approval step. The approver gets an email, decides, and the flow continues down the right path.
Integrations
Start with the ones you know, like HubSpot, QuickBooks, Jira, Slack and Gmail. Then pick from 200+ more connectors, with no code.
Browse all integrations
See it in action
Watch Copilot build a flow, test it and go live, starting right from Salesforce.
See the productFAQ
New to Salesforce integrations? Start here. Still have a question? Talk to our team.
Edge Connect is an integration app for Salesforce. It lets your team connect Salesforce to other systems, like QuickBooks, HubSpot, Jira or Slack, and automate the work between them without writing code. You install it from AppExchange and launch it from Salesforce.
A flow is an automation that runs on its own. It always starts with a trigger, like “an opportunity is Closed Won,” and continues with actions, like “send an email in Gmail” or “post in Slack.” Each tool a flow talks to is one step.
No. Whoever manages your Salesforce, a dedicated admin or someone in ops, can build a flow three ways: describe it to Copilot in plain English, start from a template, or build it step by step on the canvas. For a very specific rule you can add a little JavaScript, but most flows never need it.
You write what you want, like “when a new lead comes in, alert the team in Slack.” Copilot adds the steps to the canvas, connects them in order and names each one. Then it lists anything it couldn’t finish, such as an account you still need to connect. It can also edit a flow you already have.
Yes. Test Flow runs the flow again with data from the last real run, and test runs don’t count toward your plan. When it works the way you want, click Activate.
No. Most flows run on their own from start to finish. You only add an approval step when a decision needs a person, like signing off on a loan or a large discount.
Edge Connect costs $49 per user per month, with discounts for nonprofits. You can see current pricing details on the AppExchange listing.
Ask us. More connectors are available than the ones shown by default. You can also call a system’s API with the built-in utilities, without code. And if you need something specific, our team can build a custom connector for you.
This app has been a game-changer for us. We were able to set up our Quickbooks integration quickly and efficiently, all without writing a single line of code.
Edge Connect allowed us to configure these integrations quite quickly, without writing a single line of code. … We now have our admin building integrations, without the need to hire a developer!
Start free from AppExchange, or book a walkthrough with the team. No code, no developer needed.