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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
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Related integrations
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