Salesforce
Boekhouding & ERP

Salesforce

Unlock your Salesforce data for AI. One connection and your accounts, opportunities, and pipeline become searchable in plain English and ready for smart workflows and AI agents.

What we connect

We connect directly to your Salesforce, with no exports or copy-paste. The data that becomes available to AI:

  • Accounts and contacts
  • Opportunities and pipeline
  • Leads and campaigns
  • Tasks and activities
  • Cases and support
  • Quotes and orders

Example questions

Questions your team can ask once Salesforce is connected, especially useful for commercial teams:

  • Which opportunities are expected to close this quarter?
  • Which accounts have had no activity in the last 60 days?
  • What is the average time from lead to closed deal?
  • Which leads from the last campaign have not been followed up?
  • Which customers have open cases that need attention?

Frequently asked questions

How does the Salesforce integration work?
We connect through the official Salesforce API, with no exports or copy-paste. Your accounts, opportunities, and sales pipeline become available to AI in real time. Your team asks questions in plain English, and AI agents take routine work off your hands.
Is my Salesforce data secure?
Yes. EU-based hosting, GDPR-compliant, and we never train models on your business data. Access is permission-aware: the system respects the roles and rights you have set up in Salesforce.
Can I combine Salesforce with other systems?
Yes. We connect Salesforce to your accounting, support tool, or email so an AI agent links a deal to the rest of your operation. This way commercial teams get an overview without endless clicking.

Related integrations

Van inzicht naar impact

Klaar om je software aan AI te koppelen?

In a free AI audit we look at your current stack and your biggest time drains, and we show you what a connected setup looks like for you. No sales pitch, just a first look.