Spear's in-app chat can now connect to your Salesforce account via MCP, allowing you to read your CRM data and use it directly inside Spear.
Note: This is a read-only connection. You can pull data from Salesforce into Spear, but you cannot write back to Salesforce from the chat.
What you can do
Read company domains assigned to a user in Salesforce.
Use that data to perform actions in Spear, for example, build a campaign with those domains.
Ask questions about your CRM data and act on the answers without leaving Spear.
How to connect
Follow the connection guide provided by your CSM.
Important notes
This is not an automatic flow. You need to manually trigger actions in the chat.
This is different from the standard Salesforce integration, which exports prospects from Spear into Salesforce.
If you need help connecting, reach out to your CSM.