Your AI assistant integrates with Salesforce. Sync contacts, update opportunities, log activities, and maintain data integrity without manual entry.
Stage
Proposal
Amount
$250,000
Close Date
Mar 15, 2024
Probability
75%
🤖 AI Activity Log
Email logged: "Proposal sent with revised pricing" - Updated stage from Negotiation to Proposal
AI updates opportunity stages and amounts based on email conversations.
New contacts from emails automatically created and linked in Salesforce.
Every email, call, and meeting logged to the right records automatically.
AI provides account insights and relationship mapping across contacts.
Get AI analysis of deal health and probability adjustments.
OAuth 2.0, field-level security, and audit trail compliance.
SSO support. Custom object mapping. Works with Sales Cloud and Service Cloud.
Connect Salesforce