[AT] Fuzzy search for Salesforce Accounts by account name
Workflow
AI Agent Tools
Beginner
This is a 'Workflow' template which means that it is a single standalone workflow.
Some workflow templates can be modified to work with other workflow templates - e.g. to convert a data sync between two services from uni-directional to bi-directional
Send this tool an account name and it will fuzzy match any accounts in your Salesforce instance that include the name in theirs. It returns: Account Name, Id, Industry, Website, Billing Country, Billing State/Province, and details about the account owner.
Optionally configure the Salesforce connector to return additional important information about your accounts, such as custom fields you've created.