Automate Salesforce Tasks

Salesforce is a cloud CRM that centralizes customer, transactional and engagement data and uses agent-based AI (Agentforce) to automate lead qualification, case resolution, predict outcomes, recommend next-best actions and orchestrate multi-step, industry-specific workflows.

Tasklet.ai is a workflow automation tool that uses webhooks to capture external events like email opens and calendar bookings, then triggers automated research and personalized follow-up actions. It automates lead sourcing, CRM enrichment, and sales qualification by integrating with platforms like S

SalesRobot automates outbound sales by combining LinkedIn and email outreach into a unified workflow. It imports prospects, runs AI‑driven multi‑step drip campaigns, pauses messaging on responses, auto‑replies silence, and integrates with CRMs while protecting accounts with proxies.

GodmodeHQ automates sales by identifying, sourcing, and verifying leads across Gmail, Outlook, Salesforce, LinkedIn, and web searches. Commands trigger AI agents to build prospect lists, summarize news, draft outreach, extract data, schedule campaigns, and send follow‑ups, streamlining lead research

Salesforge combines email and LinkedIn outreach, automating prospecting with AI personalization and an AI Sales Development Representative. It offers unlimited mailboxes, mailbox rotation, warm‑up, inbox monitoring, and integrations with CRMs, Zapier, Slack, Salesforce for streamlined pipeline manag

Sybill aggregates data from calls, emails, Slack, and CRM to auto‑update pipelines, draft follow‑ups, and schedule meetings. It produces concise call notes, pre‑meeting briefs, and deal insights, giving managers real‑time pipeline visibility and RevOps teams clean, automated reporting.

Salesape.ai is an AI-powered sales assistant that automates lead qualification and appointment scheduling through multiple channels. It integrates with CRM systems, helping sales teams focus on closing deals while enhancing productivity and maximizing conversion rates.

Salesmate is a cloud‑based CRM that unifies pipelines, marketing automation, and support. AI co‑pilot drafts emails, transcribes calls, and provides contact insights, while automated workflows, ticketing, and integrations keep sales, marketing, and service teams aligned.

SalesHero.io boosts sales team productivity by automating tasks such as coaching, deal analysis, and meeting support. It provides data-driven insights and seamless integration with calendar apps to enhance customer interactions and streamline the sales process.

Swantide AI integrates with Salesforce, delivering an AI assistant that answers admin questions, automates configuration documentation, offers debugging support, auto‑documents changes for compliance, assigns routine tickets, and deploys custom workflows to accelerate onboarding and reduce backlog t

QRev Dynamic Salesforce 2.0 is an open-source AI tool that automates sales tasks, enhances productivity, and manages up to 1.1 million prospects. It integrates with CRMs for efficient outreach and streamlined campaign management.

Durable turns plain‑English requirements into production‑ready code, automatically generating, testing, and deploying workflows across Salesforce, Snowflake, HubSpot, Google Workspace, and 50+ APIs. One‑click deployment, continuous monitoring, isolated containers, SOC 2 compliance, and audit‑ready s

Onetab AI unifies team communication, content creation, API development, code deployment, and data analytics into one workspace, using AI agents to query Salesforce, create Jira tasks, and orchestrate workflows across 100+ integrations while meeting SOC 2, GDPR, and ISO 27001 standards.

Lightfield.app is an AI-native CRM that auto-captures all customer interactions and builds continuous account context. It generates pipelines, drafts outreach, and scores accounts to reduce manual data entry and prioritize sales actions.

Catch automates lead qualification, routing, and scheduling for a streamlined sales pipeline. Set rules, schedule meetings with a click, and enrich lead data to boost engagement and conversion rates efficiently.

SectorFlow AI Agents connects to Salesforce, Microsoft 365, HubSpot, Slack, and Zendesk to automate document processing, invoices, and customer support. Within 4‑8 weeks, it maps workflows, deploys custom agents for data movement and validation, cuts manual effort, speeds contract handling, and prov

Mazaal AI is a browser extension that turns repetitive clicks into command‑driven automation. Using prompts, tools, agents, and workflows, it coordinates actions across 400+ apps like Salesforce, HubSpot, Slack, and Notion, automating tasks such as lead generation, research, and publishing.

Relevance AI offers AI‑powered agents that automate sales, marketing, and support tasks—CRM updates, email drafts, research, lead routing, and ticket resolution—while integrating with 100+ apps, providing secure role‑based access and performance dashboards.

Sales Ask records, transcribes, and analyzes sales meetings, scoring each against a custom playbook. It provides real‑time feedback, drafts follow‑up messages, aggregates data into dashboards, and syncs with CRMs to boost close rates and training.

Sola is an AI-driven workflow automation platform that enables low-code/no-code RPA and business process automation using prebuilt connectors, orchestration, scheduling, exception handling, and monitoring to accelerate task automation, integration, and operational visibility for enterprise teams.

Swyft AI automates revenue operations by integrating signals from Salesforce, Gong, Jira, and more, updating CRM records in real time and offering AI‑driven insights. It flags gaps, reduces manual tasks, and boosts sales execution efficiency.

Onsa.ai unifies sales research, outreach, lead qualification, and meeting orchestration into one workspace, automates data enrichment, offers tiered autonomy levels, integrates with Salesforce/HubSpot for campaigns, provides AI call assistance, and runs continuous monitoring with human oversight.

Carly AI is an AI assistant designed to streamline your workday by automating tasks across email, calendar, and workflows. It allows you to build custom AI agents tailored to specific roles – like sales, marketing, or customer support – handling repetitive actions efficiently.

Jeeva AI automates sales workflows by identifying and enriching prospects, scoring them for priority, and integrating leads into a unified inbox. It drafts outreach, schedules meetings, and works within Salesforce, HubSpot, and 50+ CRMs to boost pipeline quality.

Scout is an AI‑agent platform that builds, launches, and optimizes sales agents for meeting prep, RFP drafting, and sales engineering. It integrates with Salesforce, Outreach, Slack, Notion, Google Suite, and pulls from documentation and custom databases for rapid, no‑code deployment.

Crono is a sales automation platform for B2B teams, enabling task automation, centralized data management, advanced analytics, and AI-driven lead generation to enhance productivity and streamline sales processes.

SalesTarget.ai is a sales platform offering lead generation, automated email outreach, and CRM management with access to 50 million verified leads. It enables A/B testing, analytics, and unlimited integrations to optimize targeting and streamline sales workflows.

Leap AI is a no‑code platform that lets users build, deploy, and scale AI workflows. It integrates with 300+ tools, automating content creation, SEO, social media, project management, and document processing, and provides real‑time analytics and autopilot execution.

PromptLoop automates go‑to‑market data collection by searching, scraping, and enriching web sources. It extracts contact details at high speed and exports enriched records to Salesforce, HubSpot, or Excel, streamlining data prep for sales and marketing.

Surface Labs automates lead operations: multi‑step forms capture more data, AI filters spam and scores leads in real time, routing qualified prospects to reps’ calendars. It nurtures missed appointments, syncs with Salesforce and HubSpot, and meets GDPR, CCPA, SOC 2 compliance.

Relay.app creates AI agents that automate tasks across apps like Google Workspace, Airtable, Slack, and Asana. Users name an agent, assign skills, design workflows via a visual editor, and refine performance through feedback loops.

Zapier Agents allow users to create AI-powered teammates that automate tasks across 7,000+ apps. These agents streamline workflows by processing leads, managing emails, scheduling meetings, and handling customer inquiries, integrating seamlessly with business data for real-time accuracy.

Colby AI is a voice-powered Salesforce assistant that automates CRM updates, notes, and lead research via real-time web searches. It streamlines sales workflows with hands-free bulk updates and seamless integration, reducing manual admin tasks.

Smackdab Solutions is an all‑in‑one CRM that centralizes contacts, scheduling, email marketing, and sales workflows, adding AI-assisted message drafting, call summaries, task prioritization, booking/calendar sync, customizable modules, phone/SMS integration, and gamified task tracking.

TaskAGI is a no‑code platform that lets users build, test, and deploy AI agents via a visual workflow builder. It integrates over 1,000 services—CRM, email, e‑commerce—and supports web scraping, data extraction, and real‑time monitoring.

Recruit CRM is an AI‑powered ATS and CRM for recruiters. It enables natural‑language candidate search, imports profiles via a Chrome extension, automates outreach, posts to 5,000+ job boards, visualizes pipelines with a kanban board, delivers analytics, GDPR compliance, and mobile access.

LazyApply automates applying to up to 1,500 jobs daily on platforms such as Greenhouse, Dice, Indeed, and ZipRecruiter, filling forms from up to 20 resumes, sending referral emails, and tracking status with real‑time analytics.

Handwrytten automates handwritten note distribution by letting users draft messages, choose from 100+ card designs or create custom stationery, and send authentic pen‑robot reproduced notes with first‑class postage to 190+ countries via Salesforce, HubSpot, Shopify, Zapier, and Make.

SalesCloser.ai is a powerful AI sales tool that revolutionizes the way sales teams perform. It eliminates the need for training and management hassles by providing automated demos, discovery calls, and presentations. This tool supports multi-language sales conversations in 10 languages, making it pe

ClickUp is a work-management platform that unifies project planning, AI agents, time tracking, docs, whiteboards and team chat. Its AI automates task assignment, progress tracking, issue triage and content drafting while offering views, automations and integrations.

MetroMax Solutions delivers Salesforce implementation, configuration, and data migration with third‑party integration. It offers AI/ML analytics, custom web/mobile development, full‑stack cloud services, IT staffing, and security testing for regulated sectors, boosting process efficiency and custome

Journey consolidates PDFs, spreadsheets, presentations, videos, and cloud links into a single web page for easy outbound communication. It tracks recipient engagement, shows viewing time, highlights focus areas, and syncs with cloud services and CRMs to keep content current.

folk consolidates contact, email, calendar, and social media data into a single source, offering AI assistants for conversation analysis, auto‑summaries, and follow‑up drafts. It supports 1‑click LinkedIn enrichment, bulk updates, automated outreach, and integrates with Gmail, Outlook, WhatsApp, and

CallFast is an AI tool that engages leads by making calls within 60 seconds of form submission, scheduling appointments by syncing with calendars and CRMs. It optimizes lead conversion through timely follow-ups and customizable interactions.

Gumloop is an AI automation framework that allows users to create complex workflows visually, leveraging API integrations and ready-made components for tasks like data scraping and document processing, while ensuring data security through SOC 2 Type II certification and GDPR compliance.

Automagical Apps automates routine Google Workspace tasks with add‑ons that handle Gmail follow‑ups, document‑to‑form conversion, multi‑language translation of Slides and Drive files, and OCR extraction, helping educators, marketers, sales, and operations teams streamline communication and documenta

Distribute records sales calls and, within 30 seconds, creates a branded follow‑up page featuring an AI‑generated email, pricing, ROI calculator, and next‑step guide. It tracks viewer engagement and syncs with calendars, CRMs, and screen‑recording tools, cutting admin time.

Solda AI automates the sales cycle via voice and text, acting as an AI sales development rep that qualifies prospects, manages follow‑ups, supports multilingual outreach, and runs A/B tests to optimize conversions, freeing teams for strategy.

Strawberry is an AI-powered browser that automates repetitive web tasks like CRM updates and competitor analysis using intelligent assistants. It learns user preferences to enhance productivity while maintaining natural interactions to avoid detection.

Clay is an AI-powered data enrichment and workflow automation platform that enhances CRM hygiene, lead scoring, and prospecting. It integrates 100+ data sources and AI research agents to automate inbound and outbound engagement, optimizing GTM strategies for sales and marketing teams.