CRM & GUEST EXPERIENCE INTEGRATION
Salesforce + D3x: AI that syncs guest context with Salesforce.
Salesforce is the enterprise CRM standard across industries. The Salesforce integration is in progress — talk to us about early access.
OVERVIEW
What the integration does
D3x reads guest profiles, preferences, and VIP tiers from Salesforce so agents personalize every conversation — and writes conversation outcomes back, keeping your guest data current without manual entry. VIP policies from Salesforce drive escalation rules automatically.
CAPABILITIES
What agents do with Salesforce
- Guest profile and preference lookups from Salesforce before every reply
- VIP tier-aware escalation and tone policies
- Conversation outcomes and preferences written back to the profile
- Segmented outbound campaigns triggered from CRM data
- Consent and data handling aligned with GDPR
ARCHITECTURE
How it connects
Salesforce is connected through the D3x integration fabric — REST and webhook-driven, with per-integration observability, credential scoping, and audit logging. Integrations from the standard library are included in every plan at no extra charge, and a brand-new integration typically takes around 3 weeks once API access is granted.
FAQ
Common questions.
D3x connects to Salesforce through its API as part of the integration fabric. AI agents syncs guest context with Salesforce during live guest conversations — with your policies, human-in-the-loop rules, and a full audit trail applied to every action.
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TALK TO US
See Salesforce + D3x on your stack.
30 minutes with the founder — your systems, your channels, and what phase-1 looks like.