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Salesforce Integration
Your Salesforce org has years of opportunity data, call notes, and account history. The problem is that reading it takes time, updating it takes discipline your reps don’t have, and turning it into a forecast takes a spreadsheet that someone rebuilds every week.
We build AI that reads your Salesforce data, makes it actionable, and writes results back to the right records, so your CRM reflects reality and your team spends time selling instead of logging.
Tell us about your Salesforce workflow.
Six categories of AI functionality built on top of your Salesforce data model.
Salesforce opportunities accumulate notes, tasks, and emails over months. The AI synthesizes the full record into a one-paragraph brief: where the deal stands, what the blockers are, and what the next step should be.
Sales reps spend 20% of their week logging activities. We build integrations that read email threads and call transcripts and write the relevant activities back to Salesforce automatically, with the right object associations.
Based on deal stage, contact engagement, and historical win patterns in your Salesforce org, the AI recommends the single most important action for each opportunity. Not a generic tip, a recommendation based on deals that look like this one.
Pulls your pipeline, applies weighted probability based on historical close rates by stage and deal size, and produces a narrative forecast report. Replaces the spreadsheet your CRO rebuilds every Monday morning.
If your Salesforce org has custom objects (service contracts, project records, account plans) the AI can read from and write to them. We map your exact data model during discovery.
Extract signals from emails, call transcripts, and external sources and write them back to the correct Account and Contact fields. Keep records current without relying on reps to update them manually.
Specific workflows sales and RevOps teams build on top of a custom Salesforce AI integration.
Before a weekly pipeline review, the AI reads every opportunity in the current quarter, identifies stalled deals and missing next steps, and produces a pre-read document. The sales leader spends the meeting on strategy instead of asking what happened on the Acme deal.
Reps close more deals than they log. An integration that reads their email and call transcripts and writes activities back to Salesforce automatically means CRM data reflects reality, and reps spend more time selling.
A Salesforce org with 50 reps accumulates data quality problems fast. The AI runs nightly checks, flags records missing required fields, identifies duplicate contacts, and can auto-correct the obvious cases.
Pull usage data, support ticket history, and stakeholder engagement signals into Salesforce and score each account for renewal risk. CSMs see which accounts need attention before the renewal conversation.
Salesforce Einstein exists. Here is why teams with custom orgs hire us instead.
Salesforce Einstein is expensive and generic
Einstein requires specific Salesforce editions and licenses on top of what you already pay. Even then, its AI is trained on generic Salesforce data patterns. Custom AI is calibrated to your opportunity stages, your qualification criteria, and your historical win data.
Your object model is specific to your business
Most Salesforce orgs have custom objects, non-standard field naming, and workflow logic built up over years. A generic AI tool doesn’t understand your data model. Custom integration maps to the exact schema your team built.
You need write-back, not just insights
Third-party AI tools surface insights in a dashboard. Custom integration writes results directly back to Salesforce records, updating fields, creating tasks, logging activities, and triggering flows. The action happens in Salesforce, where your team already works.
Tell us which part of your sales process consumes the most manual effort. We’ll reply within one business day with a rough scope and price range.