Salesforce
Keep Salesforce records current with AI research instead of manual data entry — leads enriched, scored, and updated automatically.
Draft & Goal reads and writes Salesforce leads, contacts, accounts, and opportunities. An agentic workflow can research a new lead on the web, score the fit, and update the record so reps work from enriched data, not blanks.
What it does.
Read & write objects
Create, find, and update leads, contacts, accounts, and opportunities.
Lead enrichment
Map AI-extracted company and contact data onto standard and custom fields.
Lead scoring
Write a fit score and reasoning back to the lead or opportunity.
Pipeline updates
Advance opportunity stages and log activity from your workflows.
New lead to enriched, scored Salesforce record.
The AI Agent researches the company from the email domain; the LLM returns a fit score as JSON, which maps straight onto Salesforce fields.
Connect in minutes.
Authorize
Connect with OAuth — scoped to exactly the objects and actions you allow.
Configure
Map workflow output to Salesforce fields and choose which records workflows can touch.
Automate
Use it in any agentic workflow, triggered by a new lead or scheduled.
Show us the workflow.
We'll show you the 10x.
Bring the marketing workflow that eats your week. We'll build it live, with your data and your models, in 30 minutes.