CRM & SALES
AI automations that work with Salesforce
Salesforce is the CRM behind many larger sales and service teams. We automate the data entry, scoring, routing and reporting that otherwise depends on admin time.
126 ready-made automations work with Salesforce, from €99.
What we automate with Salesforce
CRM Hygiene · 37
Account Hierarchy Mapping Automatically map parent-child company records in Salesforce so territory and forecasting reflect real corporate structure, not guesswork. AI Lead Scoring for HubSpot and Salesforce Apply a live lead scoring model in your CRM that updates on new activity, so reps chase the leads most likely to convert instead of the loudest ones. Automate Duplicate Contact and Lead Merging Automatically detect and merge duplicate contacts and leads in Salesforce or HubSpot without losing activity history or collapsing distinct accounts. Automate Follow-Up Task Creation Automatically create CRM follow-up tasks and reminders from call and email context, so commitments made to prospects don't rely on a rep's memory. Automate Lead Routing by Territory Auto-assign inbound leads to sales reps by territory, account ownership and workload, replacing spreadsheet routing rules that break every reorg. Automate the MQL to Sales Handoff Automate MQL to SQL handoff with full context transfer, so marketing-qualified leads stop stalling in the gap between marketing and sales ownership.
Sales · 35
Automate Discount Approval Workflows Automatically check requested discounts against approval thresholds and stacking rules, so margin erosion doesn't slip through discount-by-discount. Automate Order Form and Contract Generation Automatically generate order forms and contracts from closed deal data, with clause logic that adapts to deal-specific terms and approval needs. Automate RFP Response Drafting Automatically draft RFP responses from your answer library and past submissions, flagging client-specific requirements a template can't cover. Automate Sales Commission Dispute Resolution Automatically pull the full deal trail behind a disputed commission payout, so RevOps resolves the disagreement with evidence instead of guesswork. Automate Win-Loss Interview Scheduling Automatically identify closed deals eligible for win-loss interviews and handle outreach and scheduling before the buyer's context goes stale. Automating Competitive Battlecard Updates Automatically surface new competitive intel from deal notes and calls, and flag stale battlecard content before reps rely on outdated positioning.
Success & Retention · 23
At-Risk Account Playbook and Save-Motion Assignment Trigger the right save playbook per account segment and assign one prioritized task to the owning CSM, instead of duplicate outreach. Automate CS Playbook Assignment by Segment Assign the right customer success playbook automatically based on segment, lifecycle stage and health signal, instead of one generic touch cadence for all. Automate Expansion Lead Handoff to Sales Route CS-identified expansion opportunities to the right AE with account context attached automatically, instead of an informal Slack message that stalls. Automating QBR Deck Assembly Auto-assemble quarterly business review decks from usage, support and goal data, so CSMs stop rebuilding slides from scratch each quarter. Customer Advisory Board Invitation and Logistics Tracking Track CAB member eligibility, invitations, RSVPs and session logistics automatically, so board composition and attendance don't erode meeting to meeting. Customer Advocacy Asset Usage Tracking Track where and how customer case studies and testimonials are actually used, against approval scope and expiry, instead of a static asset library.
All 23 Success & Retention automations for Salesforce and others →
Data Entry & Migration · 9
Address and Geocoding Data Standardization Standardize inconsistent address formats and validate geocoding accuracy across your systems, so shipping, billing, and territory data actually agree. Contact List Consolidation Before CRM Import Consolidate contact lists from multiple sources into one deduplicated, standardized dataset ready for CRM import, with conflicting details flagged. Cross-System ID Reconciliation After M&A Reconcile customer, vendor, and employee IDs across two companies' systems after a merger, with confidence-scored matches and human review for the rest. Customer Data Enrichment From Third-Party Sources Enrich incomplete CRM records with verified third-party data, firmographics, contact details, industry codes, with confidence scoring per field. Deduplicate Master Data Across Systems Automatically find and merge duplicate customer, vendor and product records across systems, without accidentally merging two different entities. Post-Acquisition Record Deduplication Deduplicate customer, vendor, and product records across two companies' systems after an acquisition, with confidence-scored merges and audit trails.
All 9 Data Entry & Migration automations for Salesforce and others →
Marketing · 7
ABM Target Account List Enrichment Automatically enrich and refresh target account lists with current firmographic, technographic and intent data, so ABM campaigns aim at reality. Automate Lead Form Data Enrichment Automatically enrich inbound lead form submissions with firmographic and role data before they hit the CRM, so reps aren't googling every new lead. Direct Mail Campaign Fulfillment Tracking Automatically track direct mail print and delivery status against the target list, catching a stalled batch before the response window closes. Lead Scoring Model Tuning Automatically retune lead scoring weights against actual close outcomes, so sales stops ignoring a score that's drifted out of sync with reality. Loyalty Rewards Point Calculation Automatically calculate loyalty points across purchases, promotions and returns with an auditable trail, so balances stay correct and disputable. Multi-Touch Attribution Reporting Automatically map every touchpoint in a buyer's journey to a consistent attribution model, so budget decisions rest on real influence, not last-click bias.
Data Privacy & GDPR Ops · 7
CCPA and US State Privacy Compliance Tracking Track compliance obligations across GDPR and multiple US state privacy laws in parallel, flagging where a single request needs different handling per law. Children's Data Special-Category Flagging Detect and flag children's data across your systems so it gets the stricter consent, retention, and processing rules GDPR requires, not default handling. Consent Log and Marketing Send Reconciliation Reconcile marketing sends against your consent log to catch recipients contacted without current, valid consent before it becomes a pattern. Cross-Border Data Transfer Mechanism Tracking Track which legal transfer mechanism covers every cross-border data flow, catching SCCs invalidated by vendor infrastructure changes before it's a gap. Data Minimization Review for Legacy Systems Review legacy systems for personal data fields collected but never actually used, flagging genuine minimization opportunities under GDPR Article 5. Right to Be Forgotten Deletion Verification Verify a right-to-erasure request was completed across every connected system, catching data left behind in backups, caches, or forgotten integrations.
All 7 Data Privacy & GDPR Ops automations for Salesforce and others →
Legal & Contracts · 3
Contract Counterparty Conflict of Interest Screening Automatically screen new contract counterparties against existing client, investor, and sanctions lists before signature, flagging conflicts early. Contract Renewal Negotiation Prep Automatically assemble usage, spend, and relationship data ahead of a renewal, so negotiation starts from evidence, not the prior contract's terms. Generating MSAs From Deal Terms Automatically generate a master service agreement from CRM deal data, pre-populated with negotiated terms and routed for attorney review before send.
Recruiting · 1
Reporting & BI · 1
How we connect to Salesforce
Salesforce REST and Bulk APIs.
Need something that isn't on this page? See our ai integrations service for custom builds.
Used most in: iGaming, Finance & Banking, Professional Services, Manufacturing, Retail & E-commerce.
Guide: CRM Automation with AI: Making HubSpot, Salesforce, and Pipedrive Actually Work
Common questions
Can you add AI to Salesforce?
Yes. We connect through salesforce REST and Bulk APIs. We confirm the exact method for your setup when we confirm your price.
Do I have to replace Salesforce?
No. The automations work with the Salesforce you already have and take over the manual work around it. Your team keeps using Salesforce as normal.
How much does a Salesforce automation cost?
Single-workflow automations start at €99. Multi-step automations with AI extraction or decisions are typically €299, and complex multi-system builds start at €799. Every price is fixed once we confirm the scope.