AI Agents for Salesforce
Extend Salesforce capabilities with AI agents that automate data entry, qualify leads, and accelerate deals.
Integration Features
- Lead and opportunity management
- Automatic field updates
- Einstein AI enhancement
- Custom object automation
- Report and dashboard triggers
Use Cases
- 1
Qualify and route leads based on custom criteria
- 2
Automate opportunity stage updates
- 3
Sync conversation data to Salesforce
- 4
Generate reports and insights
Workflows with Salesforce
Automate these workflows using AI agents connected to Salesforce.
Lead Qualification
Automatically qualify incoming leads based on custom criteria and route them to the right team members.
CRM Data Entry
Automatically capture and update CRM records from conversations, emails, and interactions.
Follow-Up Automation
Never let a lead or customer slip through the cracks with intelligent, personalized follow-ups.
Automated Reporting
Generate and distribute reports automatically with AI-powered data aggregation and insights.
Ready to Connect Salesforce?
See how AI agents can work with Salesforce to automate your workflows.