Run sales pipeline with Salesforce

Triage stalled deals. Surface coaching gaps from call notes. Forecast renewals from live Salesforce data — all from one chat.

Connect in one step

Connect Salesforce with a single OAuth handoff. No setup, no API keys to manage.

Ask your agent

1

Unstick 30+ day stalled deals and draft tailored follow-ups in my voice.

2

Run a win/loss analysis and draft a one-pager with 3 takeaways.

3

Score renewals due in 90 days and draft personalized outreach.

4

Find at-risk reps and draft coaching notes on their priority deal.

5

Spot expansion accounts and draft upgrade pitches for the top 10.

Try this with Salesforce

Connect Salesforce in one OAuth handoff and start chatting. Free during open beta.

Take action

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Create a new lead
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Update an opportunity's close date
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Change an opportunity stage
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Log a call activity
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Delete a duplicate lead asks before doing
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Mark an opportunity as closed-lost asks before doing

Workflows that use Salesforce

Clean Up Stale Deals in Your PipelineSend a Weekly Marketing ReportOffboard a Departing EmployeeSet Up Your First CRMRun Annual PlanningWrite a Weekly Team UpdateRun a Monthly Business ReviewLog Sales Calls to Your CRM Automatically

Pairs well with

Chat with GmailChat with LinkedInChat with StripeChat with HubSpotChat with Google CalendarAI for RevOpsAI for Finance OpsAI for Chief of StaffAI for Customer SuccessDraft an investor update with AIRun LinkedIn outreach from chat

Ready to chat with Salesforce?