Salesforce
Accounts, pipeline and records
Machines build account briefs, review pipeline and forecast risk, run SOQL queries and update Salesforce records.
- Build a meeting brief for Acme Corp
- Which open deals closing this quarter have stalled?
- Turn these call notes into a follow-up email and CRM update
How it works
Click Connect and sign in to Salesforce. By default, each person connects their own account. Machines use the access of the person asking.
- Developer
- Salesforce
- Category
- Sales & marketing
- How it connects
- Log in with Salesforce
- Machines can
- Read, and change what an admin allows
- Website
- salesforce.com
More in Sales & marketing
First month free with 5k credits