AI for Salesforce · CRM
AI employees that actually work inside Salesforce.
Salesforce holds your pipeline, but only stays accurate if someone updates it. Opportunities drift, next steps go blank, leads rot in queues, and the forecast is a weekly archaeology dig. Cyndra deploys AI employees that keep Salesforce current and do the multi-step follow-up work around it, without a single Flow or a new tab for reps.
Built for: Revenue and operations teams running on Salesforce
Can I get an AI agent that works in Salesforce?
Yes. Cyndra deploys AI employees that work inside Salesforce, connecting via Salesforce APIs to update opportunities, enrich and route leads, flag at-risk deals, and draft forecasts. They live in Slack and Teams, operate under your approval, and audit-log every action. Salesforce is one of 1,000+ integrations.
Why this matters
Salesforce is the system of record. Cyndra is the worker.
Salesforce reflects reality only as well as the last rep who touched it. Opportunities sit in the wrong stage, activity is logged in bursts, and leads age out while they wait for assignment. The cost isn't just a stale dashboard, it's forecast risk and lost deals. An AI employee that maintains the record and chases the next step fixes the human-bandwidth gap without a rebuild.
What Cyndra does in Salesforce
8 workflows your team is probably doing by hand right now.
- 01
Keep opportunities current from Slack and email
The AI employee watches rep activity, buyer replies in email, call notes, Slack threads, and proposes Salesforce updates: stage moves, next-step fields, activity logs, with the right opportunity and an accurate note. Reps confirm with one reaction. The forecast reflects what actually happened this week.
- 02
Enrich, score, and route inbound leads
A new lead triggers the AI employee to enrich the account, score it against your ICP, convert and assign it by your rules (territory, round-robin, or account-based), and alert the owner in Slack with a summary and a drafted first-touch message.
- 03
Flag deals at risk before they slip
Each night the AI employee reviews opportunities against your risk signals, no activity for 14 days, stage aging past quota, single-threaded accounts, and posts a ranked at-risk list to the manager with a drafted recovery action per deal.
- 04
Draft the forecast from real activity
Instead of reps re-deriving their number, the AI employee assembles a draft commit and best-case forecast from logged activity and stage movement, flags deals where the rep's number diverges from the activity signal, and posts it for manager review before the forecast call.
- 05
Escalation and approval workflows
Discount approvals, quote sends, and stage gates route through the AI employee: it gathers the context the approver needs (deal size, margin, last activity), posts a one-click approve or decline in Slack, and writes the decision back to the opportunity with the audit trail.
- 06
Account research briefs before every step
Before a cadence step or a meeting, the AI employee compiles an account brief from Salesforce plus public sources: recent news, likely tech stack, key contacts and roles, and open opportunities. The rep walks in informed without spending twenty minutes researching, and the brief is saved to the account so the next person picks up where they left off instead of starting over.
- 07
Cadence execution and activity logging
The AI employee executes the next step in each sales cadence, drafts the email or task, logs it as a Salesforce activity, and surfaces replies that need a human. Cadences actually run on schedule instead of stalling the moment a rep gets busy, and every step lands on the record so the pipeline reflects real work, not hopeful guesses.
- 08
Renewal and expansion tracking
The AI employee watches contract end dates and usage signals, flags accounts coming up for renewal with a drafted motion, and surfaces expansion signals like new seats or a product fit to the owner. Renewals stop being a quarterly fire drill, and the expansion revenue that usually gets missed because nobody owned it finally has someone watching for it.
How we connect
Direct Salesforce integration, no middleware, no lock-in.
Cyndra connects to Salesforce through OAuth with scopes set per AI employee, for example Lead, Opportunity, Account, and Task objects, and nothing broader. We respect profiles, permission sets, and field-level security. Credentials are stored server-side, never in the model context, and every read and write is written to an audit log. We never request admin access unless a workflow explicitly requires it.
Sample deployment
What a real Salesforce engagement looks like.
A mid-market SaaS company on Salesforce deployed Cyndra over three weeks to fix forecast accuracy and lead aging. Week 1: OAuth, opportunity auto-updates, and ICP scoring for the mid-market team. Week 2: lead routing and the at-risk deal scan across the whole revenue org. Week 3: draft-forecast workflow for managers. After 60 days, 88% of opportunities had activity logged within 24 hours (up from 47%), average lead response fell under 10 minutes, and forecast calls dropped from 75 to 35 minutes.
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FAQ
Salesforce + Cyndra, answered.
Does Cyndra replace Salesforce?
No. Salesforce stays your system of record. Cyndra is the AI employee that keeps Salesforce current and acts on the data inside it: updating opportunities, routing leads, flagging at-risk deals, and drafting forecasts. Every change is written back to Salesforce with an audit trail.
How is this different from Salesforce Einstein?
Einstein provides in-app predictions, summaries, and recommendations inside the Salesforce UI. Cyndra AI employees are role-specific agents that work across Slack, Teams, and email, taking multi-step actions inside Salesforce under human approval. Think of Einstein as analytics and suggestions; think of Cyndra as a teammate assigned to revenue operations.
Does Cyndra respect our permissions and field-level security?
Yes. Each AI employee runs with scoped OAuth tied to a dedicated integration user, and we align its access with your profiles, permission sets, and field-level security. We never request admin access unless a specific workflow requires it.
Does this work with custom objects and pipelines?
Yes. Cyndra can read and write standard and custom objects, and operate against custom sales processes and pipeline stages. We map your specific fields and rules during onboarding rather than forcing a generic schema.
Can we pilot this with one team first?
Yes. Most engagements start with a single revenue pod and one or two workflows (typically opportunity updates plus lead routing) to validate fit, then expand. We scope the pilot against measurable outcomes in the first discovery call.
Work with us
Put AI employees to work inside
Salesforce.
A free 30-minute call to scope your Salesforce deployment. We map the highest-ROI workflows and give you a custom quote.