Connect Salesforce to Manus

Connect your Salesforce data to Manus with the Windsor.ai connector, and ask about your Salesforce pipeline in plain language.

Ask for pipeline by stage, lead sources that convert or campaign cost against won value, built on your own Opportunity Amount, Opportunity Stage and Lead Source fields.

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Windsor.ai is your proven Salesforce to Manus connector

Get your Salesforce data into Manus

Salesforce is connected once in Windsor.ai, and these are the use cases the fields support:

See pipeline by stage

Opportunity Amount by Opportunity Stage shows how much value sits at each step.

Compare lead sources

Lead Source with Lead Converted shows which sources produce leads that convert.

Check campaign return

Campaign Actual Cost in Campaign next to Campaign Value Won Opportunities in Campaign shows which campaigns pay back.

Review what closes

Opportunity Won and Opportunity Close Date by Opportunity Type show what you win and when.

Using Windsor.ai to connect data from Salesforce to Manus

Supported fields: 42 metrics305 dimensions

Without Windsor.ai, Manus answers about Salesforce data come from a file you exported and pasted in. Through the Windsor.ai connector, Manus reads the live data with its real field names, so the answers match what is in Salesforce today.

Connect in minutes, then ask about your opportunities, leads, accounts and campaigns.

Available actions

Update Object Update field values on a Salesforce record of any object type (Opportunity, Lead, Contact, Account, Case, custom objects, ...). Only the provided fields are changed. Use field API names (e.g. StageName, Amount, My_Field__c) and pass null as a value to clear a field.

Update field values on a Salesforce record of any object type (Opportunity, Lead, Contact, Account, Case, custom objects, ...). Only the provided fields are changed. Use field API names (e.g. StageName, Amount, My_Field__c) and pass null as a value to clear a field.

Parameters

object_typestringRequiredrecord_idstringRequiredfieldsobjectRequired

Create Object Create a new Salesforce record of any object type (Opportunity, Lead, Contact, Account, Case, custom objects, ...). Use field API names (e.g. LastName, Company, Amount, My_Field__c); the required fields depend on the object type. Returns the id of the new record, which update_object and delete_object can then use.

Create a new Salesforce record of any object type (Opportunity, Lead, Contact, Account, Case, custom objects, ...). Use field API names (e.g. LastName, Company, Amount, My_Field__c); the required fields depend on the object type. Returns the id of the new record, which update_object and delete_object can then use.

Parameters

object_typestringRequiredfieldsobjectRequired

Delete Object Permanently delete a Salesforce record of any object type (Opportunity, Lead, Contact, Account, Case, custom objects, ...) by id. Salesforce moves the record to the Recycle Bin for 15 days, from where a user can restore it in the Salesforce UI but not through Windsor. Tell the user this is permanent before you ask them to confirm.

Permanently delete a Salesforce record of any object type (Opportunity, Lead, Contact, Account, Case, custom objects, ...) by id. Salesforce moves the record to the Recycle Bin for 15 days, from where a user can restore it in the Salesforce UI but not through Windsor. Tell the user this is permanent before you ask them to confirm.

Parameters

object_typestringRequiredrecord_idstringRequired

With Windsor.ai, you can ask Manus to:

Show the total Opportunity Amount by Opportunity Stage for opportunities closing this quarter.
Count leads created last quarter by Lead Source and show how many have Lead Converted.
Compare Campaign Actual Cost in Campaign and Campaign Value Won Opportunities in Campaign by Campaign Name.
List open opportunities with an Opportunity Close Date in the past, with Opportunity Amount and Opportunity Stage.
Show won Opportunity Amount by Account Industry for this year.

Join over 25,000+ businesses that trust Windsor.ai to streamline Manus to Destination integration

How to connect Salesforce to Manus with Windsor.ai

Watch the video tutorial, or follow the step-by-step guide to connect your Salesforce data to Manus with Windsor.ai.

Connect Salesforce in your Windsor.ai dashboard

Log in at onboard.windsor.ai, choose Salesforce as your data source and sign in to grant Windsor.ai access to your account.

Open Custom MCP in Manus

In Manus, open Settings and go to Connectors. Open the Custom MCP tab, click Add custom MCP server and choose Import by JSON.

Paste the Windsor configuration

Copy the configuration from your Windsor.ai account at onboard.windsor.ai/app/data-preview#MANUS, paste it into Manus and click Import. Windsor then appears in your list of connectors.

Ask Manus about your Salesforce data

Start with a test prompt such as “What data sources are connected to my windsor.ai account?” Then ask about your Salesforce data.

FAQs

What is Windsor.ai's Salesforce to Manus connector?

Salesforce is a CRM for managing leads, accounts, opportunities and campaigns across sales and marketing teams. Through the Windsor.ai connector, Manus reads your opportunities, leads, accounts and campaigns, so you can ask about them in plain language instead of exporting a file first.

What Salesforce data can Manus use?

Windsor.ai gives access to 347 Salesforce fields. These are the main groups; the Salesforce field reference lists all of them:

Opportunities: Opportunity Name, Opportunity Amount, Opportunity Stage, Opportunity Probability (%), Opportunity Close Date, Opportunity Type, Opportunity Lead Source, Opportunity Won, Opportunity Owner ID.
Leads: Lead Source, Lead Status, Lead Company, Lead Industry, Lead Created Date, Lead Converted, Lead Converted Date.
Accounts: Account Name, Account Industry, Account Type.
Campaigns: Campaign Name, Campaign Type, Campaign Actual Cost in Campaign, Campaign Leads in Campaign, Campaign Converted Leads in Campaign, Campaign Value Won Opportunities in Campaign.

What can I ask Manus about my Salesforce data?

These prompts name the fields to use, so the answer comes back on your own data:

Show the total Opportunity Amount by Opportunity Stage for opportunities closing this quarter.

Count leads created last quarter by Lead Source and show how many have Lead Converted.

Compare Campaign Actual Cost in Campaign and Campaign Value Won Opportunities in Campaign by Campaign Name.

List open opportunities with an Opportunity Close Date in the past, with Opportunity Amount and Opportunity Stage.

Can Manus make changes in my Salesforce account?

Yes. Windsor.ai has write actions for Salesforce, and Manus can run them through Windsor MCP when you ask: it can create, update and delete records on any object (Opportunity, Lead, Contact, Account, Case or a custom object). See the full list of write actions.

Can I combine Salesforce data with other sources in Manus?

Yes. Windsor.ai supports 350+ data sources, so you can connect Salesforce alongside other tools and ask about them together. For example, put Salesforce won Opportunity Amount by Opportunity Lead Source next to LinkedIn Ads Spend and Google Ads Cost, so ad spend and closed revenue sit in one table.

Do I need to code to connect Salesforce to Manus?

No. Connect Salesforce in Windsor.ai, add Windsor to Manus, and sign in. After that you ask in plain language.

How much does it cost to integrate Salesforce with Manus using Windsor.ai?

The free forever plan covers 1 data source, so connecting Salesforce on its own costs nothing and needs no credit card. Combining Salesforce with other sources needs a paid plan: $19/month for 3 sources or $99/month for 7. Manus is billed separately by Manus. See the pricing page.

Do you have helpful links to get started with Salesforce and Manus?

Yes. These are the resources to start with for the Salesforce to Manus integration:

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