Integrations · CRM & Sales

AgentWorks agents connect to Salesforce and automate sales follow-up and pipeline work.

The CRM many mid-market and enterprise sales teams run on. AgentWorks builds the agent around how your business uses it, and the agent records its work in your CRM so nothing it does is invisible. Get your assessment to see how it works in your business.

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What the agent does in Salesforce

  • Your follow-up agent logs every call and email on the Salesforce opportunity, so reps stop typing notes after hours.
  • It moves stalled opportunities to the right stage and tells the owner which ones went quiet this week.
  • It drafts the next email for each open opportunity and waits for approval before sending.

Where the work is recorded

An agent that cannot record what it did is a chatbot. Every agent writes every touch, reply and stage change, logged on the contact and the deal, in the EngageSuite360 CRM your team already sees, so a person can pick up exactly where the agent left off.

Industries that run Salesforce with agents

Real EstateInsuranceConsultingMarketing AgencyIT ServicesFinancial Services

Other CRM & Sales integrations

HubSpot

A CRM and marketing platform many small and mid-size businesses start on.

Pipedrive

A pipeline-first CRM built around deal stages.

Zoho CRM

A CRM inside the Zoho suite of business apps.

Apollo

A prospecting database and outreach tool.

Close

A CRM built for inside sales teams that call and email all day.