CRM & salesAI teammates for Salesforce
Find stalled deals and give account owners the context.
Your Mate
Your result
The request
Bring stalled opportunities to their account owners
Result and follow-up
Review the work with your Mate.
More work to hand off
- Compare lead records across your connected marketing tools
- Summarize what won and lost deals have in common
Give your agents a job.
Your Mate
Sets up the task and cadence.
Specialist Mate
Does the recurring work.
You
Set the goals. Review the results.
Available actions
33 actions- execute soql query
- fetch account by id with query
- fetch modified or unmodified sobjects
- get account
- get campaign
- get contact
View all 33 actions
- get dashboard
- get lead
- get note
- get note by id with fields
- get opportunity
- get report
- get report instance
- get user info
- list accounts
- list campaigns
- list contacts
- list dashboards
- list email templates
- list leads
- list notes
- list opportunities
- list reports
- query contacts by name
- query report
- retrieve account data and error responses
- retrieve campaign data with error handling
- retrieve contact info with standard responses
- retrieve lead by id
- retrieve lead data with various responses
- retrieve note object information
- retrieve opportunities data
- retrieve opportunity by id with optional fields
These run without asking in Safe mode. Other changes in connected apps can also run in Safe mode. Payments, refunds, and other financial actions still need your approval.
Connecting Salesforce
- Connection
- Sign in with your account
- Setup
- About 10 minutes
HubSpot
Gmail
Slack
Google Sheets