AI-Agents for Sales in Handoffs working with Salesforce

Email deal owners a link when their proposals are rejected.

Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.

Works with29 tools

Turn a manager's email into a lead list ready for outreach.

Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.

Works with25 tools

Draft deal replies from approved terms for the salesperson to review.

Your sales email reply draws on the conversation and current deal, with uncertain promises marked for your review before sending.

Works with9 tools

Add new ad leads to the team's list and flag contacts needing review.

Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.

Works with36 tools

Draft replies to declined offers for salespeople to review.

Get a thoughtful sales email reply in your private chat, with the prospect's reason and offer context close at hand before you send it.

Works with25 tools

Get new contacts ready for follow-up with duplicate entries skipped.

Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.

Works with34 tools

Give assigned reps ad leads with checked contact details and tasks.

Your sales team gets ad leads with clear owners and follow-up tasks, while leads with missing details go to your chosen review owner.

Works with12 tools