Enterprise CRM Automation at Scale
Connect Salesforce with advanced AI automation for enterprise-grade lead management, opportunity tracking, and customer engagement. Our Salesforce integration handles complex multi-object workflows and maintains data integrity at scale.
Powerful automation capabilities to transform how you use Salesforce.
Create sophisticated workflows spanning Accounts, Contacts, Opportunities, and custom objects with proper relationship handling.
Extend Salesforce Einstein capabilities with additional AI models for prediction and recommendation.
Connect Sales Cloud, Service Cloud, Marketing Cloud, and Commerce Cloud with unified automation.
Automatically validate, enrich, and deduplicate Salesforce data to maintain CRM hygiene.
Real-world automation workflows you can implement with Salesforce.
New lead → Territory assignment + Score + Route to rep + Create follow-up task
Opportunity stage change → Update forecast + Notify manager + Adjust probability
Contract signed → Create Account + Update Opportunity + Trigger provisioning
Case escalation → Alert team + Update priority + Log escalation path
Data validation → Check completeness + Flag issues + Request updates
Renewal approaching → Create Opportunity + Assign CSM + Start renewal playbook
See how businesses are using Salesforce automation to drive results.
Route leads based on territory, product interest, company size, and rep availability with complex business rules.
Automate the entire sales cycle from quote generation to contract signing to invoicing.
Maintain a complete customer view by syncing data from support, billing, and product usage systems.
Ensure data governance policies are enforced automatically across all Salesforce operations.
Included with HumansAI Enterprise plans
Requires Salesforce API access (included in Enterprise Edition and above)
View full pricing detailsCommon questions about our Salesforce integration.
We support Professional, Enterprise, and Unlimited editions. Some automation features require Enterprise Edition or above for full API access. We can advise on edition requirements during planning.
Absolutely. Our integration handles standard and custom objects equally well. We work with your data model, including custom fields, relationships, and validation rules.
We design automations with Salesforce governor limits in mind. Our architecture uses efficient API patterns, bulk operations, and Platform Events to maximize throughput while staying within limits.
Yes, we integrate with Salesforce CPQ for quote automation, pricing rules, and contract generation. This includes complex product configuration and approval workflows.
Yes, we can automate work order creation, technician assignment, and service appointment scheduling within Salesforce Field Service Lightning.
Other integrations that work well with Salesforce
Let's set up your Salesforce integration and start automating your workflows today. Schedule a free consultation to get started.