Salesforce
All stories11
Analyze Salesforce deal risks with an agent and alert in SlackTools: Salesforce, Slack, Tavily
Respond to subscription cancellations in Stripe using a Customer Intelligence agentTools: Salesforce, Slack, Stripe, Zendesk
Build and query customer quotes with a Tines agentTools: Salesforce, Xero
Process documents with AI agents and send to SalesforceTools: Salesforce
Analyze customer calls in Gong and raise flags in SlackTools: Gong, Salesforce, Slack
Manage Salesforce leads with automated workflowsTools: Salesforce, Slack
Send Bulk Updates To SalesforceTools: Salesforce
Manage Salesforce lead capture with Tines pages and casesTools: Salesforce, Tines
Get info from SalesforceTools: Salesforce
Add ID.me contacts to SalesForceTools: ID.me, Salesforce
Create a Netsuite sales order for a won Salesforce opportunityTools: Netsuite, Salesforce| Story | Works with | No. of actions | Author |
|---|---|---|---|
| Analyze Salesforce deal risks with an agent and alert in Slack | | 9 | Martin Moroney |
| Respond to subscription cancellations in Stripe using a Customer Intelligence agent | | 9 | Michael Tolan |
| Build and query customer quotes with a Tines agent | | 1 | Ana Vedoveli |
| Process documents with AI agents and send to Salesforce | | 12 | Ana Vedoveli |
| Analyze customer calls in Gong and raise flags in Slack | | 26 | Michael Tolan |
| Manage Salesforce leads with automated workflows | | 37 | Conor Flanagan |
| Send Bulk Updates To Salesforce | | 12 | |
| Manage Salesforce lead capture with Tines pages and cases | | 46 | Conor Dunne |
| Get info from Salesforce | | 11 | |
| Add ID.me contacts to SalesForce | | 4 | |
| Create a Netsuite sales order for a won Salesforce opportunity |  | 16 | Peter Coleman |