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

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Related integrations

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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.