Automate
your sales workflows with Salesforce
Overviews
How it works?
Sync new leads instantly from your marketing tools
When someone fills out a form or downloads content, their information flows directly into Salesforce as a new lead — no manual entry required. Your sales team can follow up faster while details are fresh.
Update opportunities when payments are received
Close deals faster by updating opportunity stages the moment a payment comes through. Your pipeline stays accurate in real-time, so forecasts reflect actual revenue without chasing down deal status.
Create support cases from any channel
Turn customer questions into Salesforce cases whether they come from email, chat, or social media. Every support request gets tracked and assigned without your team switching between systems.
Enrich account records with external data
Pull in company information from data providers to fill out account profiles with firmographics, technographics, and other intelligence. Your reps get complete context without hours of research.
Alert your team about important deal changes
Notify sales reps in Slack, email, or their preferred tool when high-value opportunities move stages or risk factors appear. They can take action immediately instead of discovering changes too late.
Build custom reports with fresh data
Pull Salesforce data into your reporting tools or spreadsheets on a schedule. Create dashboards that combine sales metrics with data from other systems for complete business visibility.
Keep contact information synchronized
When contact details change in one system, update them everywhere else on autopilot. Phone numbers, email addresses, and job titles stay consistent across your entire tech stack.
Take action based on record changes
Trigger workflows whenever leads get qualified, opportunities change owners, or accounts reach certain criteria. Your processes run seamlessly in the background based on what's happening in Salesforce.
Configure
Build with Gmail
Lead routing and assignment
Distribute new leads to the right sales rep based on territory, company size, industry, or other criteria. Leads get assigned instantly so no opportunity slips through the cracks while prospects are still engaged.
“You can’t do this anywhere else.”
Prompt, build,
accelerate.
You can create, update, and manage all standard Salesforce objects including leads, contacts, accounts, opportunities, and cases. You can also work with custom objects your organization has created. This gives you complete flexibility to automate any part of your sales process.
Yes, you can set up workflows that run whenever records are created, updated, or meet specific conditions. For example, send a Slack notification when a deal exceeds $50K, or create a task in your project management tool when an opportunity moves to a certain stage.
Build two-way sync workflows that update records in both directions. When a contact changes in your marketing platform, the same updates happen in Salesforce — and vice versa. This ensures everyone works with the same accurate information regardless of which tool they use.
Absolutely. You can query Salesforce data and send it to Google Sheets, Excel, your data warehouse, or business intelligence tools. Set this up to run on a schedule so your reports always show current pipeline, revenue, and activity metrics without manual exports.
You can build workflows that update multiple Salesforce records in bulk based on data from spreadsheets, databases, or other systems. This is perfect for data cleanup projects, mass reassignments, or applying changes across your entire customer base efficiently.