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Your No-code and AI Automation PartnerAutomate Salesforce CRM Processes Efficiently
Streamline Salesforce operations with powerful automation. Enhance lead management, automate record updates, and synchronize data seamlessly to improve sales efficiency and decision-making.
When a New Lead Created
1. Automatically Qualify New Leads
Qualify new leads and assign to sales reps.
Perform an Action
2. Update Google Sheets with Salesforce Data
Sync Salesforce data to Google Sheets automatically.
Perform an Action
3. Notify Team on New Opportunities
Alert team on Slack about new sales opportunities.
When a Contact Updated
4. Trigger Campaigns for Updated Contacts
Automatically start campaigns for updated contacts.
Perform an Action
5. Add Lead to Mailchimp List
Add Salesforce leads to Mailchimp for personalized emails.
- Repeat -
Automation Benefits
Benefits of Salesforce Automation
Leverage Salesforce automation to maximize productivity and drive sales success.
Enhanced Data Synchronization
Automate synchronization of Salesforce data with other tools.
Streamlined Lead Management
Automatically track and qualify leads for efficient sales funnels.
Reduced Administrative Tasks
Minimize manual data entry and focus more on sales strategies.
Improved Collaboration
Enable teams to collaborate effectively with updated data sharing.
Faster Response Times
Accelerate communication and response times to boost customer satisfaction.
Comprehensive Reporting
Generate insightful reports from integrated data pipelines.
Features
Key Salesforce Automation Features
Unlock powerful Salesforce features through seamless automation to enhance productivity and sales efficiency.
- 1Automated Lead Qualification
Automatically qualify and score leads to optimize sales efforts.
- 2Intelligent Opportunity Notifications
Get instant alerts on new business opportunities to act quickly.
- 3Real-time Data Sync
Ensure up-to-date data across platforms without manual input.
Outcomes
Business Outcomes from Automation
Harness the power of Salesforce automation for significant business outcomes.
70%
Increased Sales Efficiency
90%
Improved Data Accuracy
40%
Faster Lead Conversion
We Might Have Solved Your Problems Already
Explore automations for Salesforce
See how you can improve your work process by leveraging AI and Automation.
FAQ
Salesforce Automation FAQs
Find answers to common questions about implementing Salesforce automation for your business.
Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.