Salesforce Agent

Salesforce agent assists with managing contacts, companies, deals, and adding notes to contacts in Salesforce CRM. It boosts efficiency, allowing you to focus on building customer relationships and closing deals.
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Salesforce Agent

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Apps & Capabilities

  • Fav.ai Fav.ai
    • Generate advanced email cadence using the given instruction
    • Generate email cadence using provided details and generation instructions
    • Generate Twitter Cadence
    • Generate Linkedin Post
  • Google Calendar Google Calendar
    • Creates an event in Google Calendar.
    • Retrieves events from Google Calendar within a specified date range.
    • Retrieves available slots in the user's calendar for the specified duration.
  • Salesforce Salesforce
    • Creates a new lead in Salesforce using the provided input data.
    • Updates an existing lead in Salesforce using the provided input data.
    • Retrieves all leads from Salesforce with limit and offset.
    • Retrieves leads from Salesforce based on name.
    • Retrieves leads from Salesforce based on email.
    • Retrieves leads from Salesforce based on phone number.
    • Retrieves leads from Salesforce based on company name.
    • Searches for Leads in Salesforce based on the search query.
    • Creates a new contact in Salesforce using the provided input data.
    • Updates an existing contact in Salesforce using the provided input data.
    • Adds a note to a Salesforce contact
    • Retrieves contacts from Salesforce.
    • Retrieves contacts by name from Salesforce.
    • Retrieves contacts by email from Salesforce.
    • Retrieves contacts by phone number from Salesforce.
    • Searches for Contacts in Salesforce based on the search query.
    • Creates a new deal in Salesforce using the provided input data.
    • Updates an existing deal in Salesforce using the provided input data.
    • Adds a note to a Salesforce deal
    • Retrieves deals from Salesforce.
    • Retrieves deals by name from Salesforce.
    • Retrieves deals by stage from Salesforce.
    • Searches deals in Salesforce based on the search query.
    • Retrieves sales representatives from Salesforce.
    • Retrieves all notes for a given contact from Salesforce.
    • Retrieves contacts with notes containing the word in the title, along with the notes that contain the word in title.
    • Updates an existing note for a given contact.
    • Retrieves deals with notes containing the word in the title.
    • Retrieves all the deals (Opportunities) associated with a given contact's Account ID.
    • Retrieves a list of all accounts from Salesforce, with optional pagination.
    • Retrieves the Account ID associated with a given Contact ID.
    • Associates a contact with an account by updating the AccountId field of the Contact record.
    • Retrieves tasks associated with a Salesforce lead.
    • Retrieves tasks associated with a Salesforce contact.
    • Adds a task to a Salesforce lead.
    • Adds a task to a Salesforce contact.
    • Converts a lead to a contact, searches or creates an account, links the contact to the account, creates a deal, and links the contact to the deal in Salesforce.
  • Gmail Gmail
    • Sends an email using Gmail.
  • Finder.io Finder.io
    • Retrieves and returns company details.
    • Get Information about company and person by Email
    • Retrieves company and person details.
    • Retrieves person details by Email.
    • Verifies if an email is valid.
    • Verifies if an email is valid without throwing an error.
    • Find email with Combinations.
    • Find email by firstName ,lastName and domain
    • Retrieves phone numbers by Website url
    • Get all the information of the technologies used by your prospective clients
    • Get all the information of the technologies used by your prospective clients
    • Get all the information of the technologies used by your prospective clients
    • Get prospect details based on prospect ID
    • To retrieve relevant data about the technologies associated with the provided domain name. The response contains details such as domain information, source, email, and more.
    • Retrieves information using the phone number from the specified Elasticsearch index. The response contains details like source, phone number, email, and other relevant data.
    • Get domain email details based on domain ID
    • Get phone number details based on phone number ID

Browser Agents

  • Gmail Gmail
    • Gmail - Send Mail:
  • Whatsapp Whatsapp
    • Send Message: Send message to a phone number with a custom message
  • LinkedIn LinkedIn
    • LinkedIn Send Invite: Send an invite automation with optional message text
    • Linkedin Send Message: Connect Users
    • LinkedIn - Visit Profile:
    • LinkedIn-Comment:
    • LinkedIn Endorse:
    • LinkedIn Post: Automation Post with Message Text
    • Linkedin Job Posting: Create a job automatically

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