What we automate with Salesforce
Automatically create and update Salesforce records from forms, emails, website visits, or other sources.
Enrich Salesforce records with data from external sources. Add company information, contact details, and intelligence automatically.
Trigger actions when deals move through stages. Send notifications, create tasks, generate documents, or update other systems.
Keep Salesforce in sync with marketing tools, support systems, accounting software, and other business platforms.
Popular Salesforce automation workflows
Lead routing and assignment
Automatically assign leads to appropriate sales reps based on territory, product, or custom criteria.
Closed-won automation
When deals close, automatically trigger onboarding, contract generation, and system provisioning workflows.
Marketing to sales handoff
Sync qualified leads from marketing automation to Salesforce with all enriched data and activity history.
Support ticket integration
Link support tickets to Salesforce accounts and update customer health scores based on support interactions.
Pre-built Salesforce Automations
View all templatesAutomatically sync deals, contacts, and activities between your CRM and Notion. No more manual updates or data inconsistencies.
Score, enrich, and route inbound leads from forms and events directly into Salesforce with instant Slack alerts.
Integrations that work great with Salesforce
Ready to automate with Salesforce?
Book a free consultation to discuss your Salesforce automation needs and discover how we can help eliminate manual work.