AI-Powered Salesforce Integration
Connect intelligent AI agents to Salesforce to automate repetitive CRM tasks, surface hidden insights, and accelerate every stage of your sales pipeline.
Salesforce is the backbone of most enterprise sales operations, yet teams still spend hours on manual data entry, pipeline reviews, and follow-up drafting. Our Salesforce AI integration layers intelligent automation directly into your existing CRM workflows — enriching records in real time, scoring leads with contextual signals your reps would otherwise miss, and generating personalised outreach at scale. Whether you run Sales Cloud, Service Cloud, or a custom Salesforce org, we connect AI where it matters most without disrupting the processes your team already relies on.
Capabilities
What we can do
Intelligent Lead Scoring
AI analyses firmographic data, engagement history, and behavioural signals to score and prioritise leads far more accurately than rule-based models.
Automated Data Enrichment
Enrich contacts and accounts with data pulled from public sources, email signatures, and connected platforms — eliminating stale or incomplete records.
Personalised Outreach Generation
Generate tailored email sequences and follow-up messages grounded in each prospect's activity, industry, and deal context.
Pipeline Forecasting
AI-driven forecasting that analyses historical win rates, deal velocity, and engagement patterns to deliver more reliable revenue predictions.
Conversational CRM Queries
Let reps ask natural-language questions about their pipeline, accounts, or activity and get instant answers without building reports.
Activity Capture & Logging
Automatically capture emails, meetings, and call notes into the correct Salesforce records, keeping activity history complete without manual logging.
Process
How it works
Connect Your Salesforce Org
We authenticate securely via OAuth 2.0 and map your custom objects, fields, and workflows to understand your data model.
Configure AI Capabilities
Choose which capabilities to activate — lead scoring, enrichment, outreach generation, or all of the above — and tailor them to your sales process.
Train on Your Data
AI models learn from your historical deals, win/loss patterns, and team preferences to ensure outputs are relevant and brand-aligned.
Deploy & Monitor
Capabilities go live inside Salesforce with real-time dashboards tracking adoption, accuracy, and revenue impact.
Iterate & Expand
We continuously refine models based on feedback and expand coverage to additional Salesforce clouds or business units.
Technology
Integration stack
FAQ
Frequently asked questions
No — it complements it. Einstein is strong for native analytics, but our integration brings more advanced generative AI capabilities such as personalised content generation, conversational querying, and cross-system data enrichment that Einstein does not currently offer.
We use OAuth 2.0 for authentication, respect your Salesforce sharing rules and field-level security, and process data through encrypted channels. No CRM data is stored outside your authorised infrastructure.
Yes. We map your entire data model — including custom objects, fields, and picklists — during the setup phase so AI capabilities work with your specific configuration.
Ready to get started?
Book a free strategy call and we'll help you find the right AI solution for your business.