Salesforce - Sales Closer AI
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Integrations

Automate Your Sales Funnel

Connect SalesCloser.ai with

Salesforce
Salesforce

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Slack
Messaging app for team communication and collaboration.
HubSpot
HubSpot
Inbound marketing, sales, and service software platform.
Active
ActiveCampaign
Automation platform to streamline email campaigns and automate sales processes.
Salesforce
Salesforce
Leading CRM platform for sales, service, and marketing.
ChatGPT
OpenAI
Research and deployment company for artificial intelligence.
Gmail
Google Gmail
Email service for sending and receiving messages.
Calendly
Calendly
Scheduling automation tool to book meetings without the back-and-forth.
Airtable
Airtable
Build powerful, collaborative databases and project management tools.

Integrations

Popular Ways to
Use the Integration

Connect SalesCloser.ai with

Salesforce
Salesforce
Automated Lead & Opportunity Creation
When SalesCloser.ai identifies a high-potential lead, automatically create a new lead or opportunity record in Salesforce, ensuring no valuable prospect is missed and your CRM is always current.
Salesforce
Real-Time Deal Stage Synchronization
Keep your Salesforce opportunities consistently updated with SalesCloser.ai's progress. As a deal moves through stages in SalesCloser.ai, automatically update the corresponding opportunity stage in Salesforce, providing an accurate pipeline view.
Salesforce
Comprehensive Activity Logging & History
Every call, email, or meeting interaction logged in SalesCloser.ai can be automatically recorded as an activity on the relevant lead, contact, or opportunity record in Salesforce, creating a detailed communication history.
Salesforce
Intelligent Task & Follow-Up Automation
Based on SalesCloser.ai's insights and recommended actions, automatically create and assign personalized follow-up tasks in Salesforce for your sales reps, ensuring timely engagement and consistent outreach
Salesforce
Enhanced Sales Forecasting Accuracy
Combine SalesCloser.ai's predictive capabilities with your existing Salesforce data to achieve more precise sales forecasts, allowing for better resource allocation and strategic planning.

Popular Uses

Popular Ways to Use
the Integration

Salesforce
Automated Win/Loss Analysis Updates
When an opportunity is marked "Won" or "Lost" in SalesCloser.ai, automatically update the opportunity status in Salesforce, facilitating accurate win/loss analysis and insights into sales performance.
Salesforce
Data-Driven Sales Insights
SalesCloser.ai can identify patterns in sales conversations and deal progression that indicate areas for improvement. These insights can be pushed to Salesforce to inform targeted plans or to refine sales training materials.
Salesforce
Personalized Account & Contact Updates
As SalesCloser.ai gathers new information or insights about existing accounts or contacts, automatically update relevant fields in Salesforce, keeping your customer data rich and actionable.
Salesforce
Streamlined Sales Handoffs
Once a deal reaches a specific point in SalesCloser.ai (e.g., "Closed-Won"), trigger automated workflows in Salesforce to initiate client onboarding, notify account managers, or create relevant service cases.
Salesforce
Proactive Stalled Deal Alerts
Configure SalesCloser.ai to identify opportunities that have been in a certain stage for too long or show signs of disengagement, and automatically create alerts or tasks in Salesforce for sales managers to review and intervene.

Set-Up

Get Started in Minutes

01

Simple Setup

No coding required. Get your integration running in just a few minutes.

02

Step-by-Step Guide

Follow our easy-to-understand instructions to connect your accounts and configure your workflow.

03

Dedicated
Support

Our support team is here to help you every step of the way.

Our Clients

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Invigo
Persist
Brax
Viral Loops
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Invigo
Persist
Brax
Viral Loops

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