Salesforce
CRMLeads, accounts and opportunities
6 documented abilities Runs in your own account
Everything we can do in Salesforce
Grouped by job. Each line is an action the agent can perform for you, not a suggestion you finish yourself.
Records
- Create and update leads, contacts and accounts
- Query with SOQL
- Read and write opportunities
Activity
- Log tasks and events
- Add notes
- Update stages
Ask for it like this
Bring new leads into the CRM
Check for new leads that arrived in the last 7 days, enrich each with their company website and role, then create or update the contact in my CRM with the source and date. Report anything you could not verify.
Other CRM apps
All appsConnect Salesforce and ask for the first job.
One consent screen, your own login, removably authorized. Then the agent can run any of the actions above for you.