Updating Salesforce Records with AI Agent Data: Solutions Needed

Aayush M. · 2025-04-09T04:06:41.171475+00:00

Marvin A. Hey marvin, I am trying to update a salesforce record once my AI agent has done a bunch of things like scoring calls etc > I want this data to flow inside SF, but I can't find an option to update this record with the new info like we have for HubSpot Is there no action available that can do this?

1.
When we update a contact on CRM > I need an option to select what fields to update, else my CRM has 100 fields, and I need to manually change the status of each to to manually so that AI doesn't fill garbage and mess up my CRM

a.
It sucks - is a huge pain in the ass because selecting 80-90 fields is stupid. I should only choose the fields I want Lindy to change or update using AI
b.
This is not ideal at all - I'm happy to do a user interview for this and tell you about this in detail.

i.
An advice, think how Zapier would solve it > they're the gold standard for workflow automation, without the AI agent that you guys are doing.

2.
Another piece of advice > While building workflows, you should auto-suggest looking at the workflow and what model to use so it's cost-efficient.
3.
You should let me copy things from one lindy to another - building them manually from scratch doesn't make sense and duplicates don't help, if I just need a small part from a huge workflow

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