Lead enters Salesforce → system enriches it with Apollo data, scores it with Claude against your ICP, and assigns it to the right rep — before the rep even opens Salesforce.
AI-generated follow-up drafts
45 min per rep per day
Deal sits idle for 5 days → Claude drafts a follow-up email based on the opportunity, contact history, and last touchpoint. Rep reviews in Slack and sends in one click.
Automated pipeline reports
4-6 hrs/week
Monday 8am: system pulls Salesforce data, builds an executive-ready pipeline summary in Google Slides or Docs, and emails it to the leadership team. Zero manual work.
Quote generation
2-4 hrs per deal
Rep qualifies the deal → system pulls product catalog, applies pricing rules, generates a proposal PDF, and creates a DocuSign link. Quote sent in 10 minutes, not 2 days.
How long does a typical Salesforce automation take to build?
Most Salesforce automations ship in 1-2 weeks from kickoff to production. A single-workflow build (one trigger, one outcome) is our $1,000 Starter tier. Multi-workflow systems with 3-6 connected automations are $2,000-4,000 delivered in 2-4 weeks. Both fixed price, no hourly billing.
Do we need a paid Salesforce plan for this to work?
Yes - you keep your Salesforce subscription (we build inside your account, not ours). For most automations the standard Salesforce plan is enough. If you're hitting plan limits or need premium connectors, we advise on the right tier during scoping. You own everything we build.
Can you connect Salesforce to our other tools?
Yes - that is the core of what we build. Salesforce integrations to CRMs (HubSpot, Salesforce, Pipedrive), payment platforms (Stripe), comms (Slack, Telegram, WhatsApp), AI APIs (Claude, OpenAI, Mistral), databases, ERPs, and 1000+ other tools via native connectors or custom API calls. We design the architecture before quoting so you see exactly what connects to what.
What happens when Salesforce changes pricing or breaks an integration?
We document everything we build so you can swap or migrate if needed. For active retainer clients we monitor Salesforce release notes and update affected workflows proactively. If Salesforce ever becomes unviable for your stack, we have migration paths to alternative platforms (covered in our Make / n8n / Zapier comparison work).
Who actually builds the Salesforce workflows?
Senior engineers on our 5-person team, not subcontractors. Ivan (founder) reviews architecture on every project. Automatic lead enrichment-type workflows are something we've built dozens of times across e-commerce, B2B SaaS, agencies, and logistics clients. You can see real case studies on the Work page and reviews on the Reviews page.