SendToTeam + Salesforce Integration

Salesforce is the world's leading CRM, and your team has invested significant time building out contact records, opportunity pipelines, and custom objects that capture your unique sales process. The SendToTeam + Salesforce integration puts that data to work by giving your AI employees access to the context they need to draft personalized outreach, generate insightful reports, and keep your Salesforce records current.

When your AI outreach employee connects to Salesforce, every email draft is informed by the full picture: account history, opportunity stage, last activity date, custom fields, and related records. A follow-up email to a prospect in the negotiation stage reads very differently from a cold introduction, and your AI employee understands that distinction because it has access to the same Salesforce data your human reps use.

Reporting becomes effortless with the Salesforce integration. Your AI employee can query Salesforce data to build pipeline summaries, forecast reports, activity metrics, and win/loss analyses. These reports are generated on your schedule, formatted for your audience, and delivered to your review queue before being shared. No more spending Friday afternoons pulling Salesforce reports manually.

The integration supports both Salesforce Classic and Lightning Experience, and works with standard and custom objects. Whether your team uses a heavily customized Salesforce org with dozens of custom objects or a straightforward out-of-the-box setup, SendToTeam adapts to your data model. AI employees can read from any object you grant access to and log activities back to the appropriate records.

Enterprise teams that run on Salesforce will find that SendToTeam AI employees become their most productive CRM users. They never forget to log an activity, always reference the latest data, and produce outreach and reports at a pace that no human team could match — all subject to your review and approval before anything goes live.