Pulls each account and open deal from Salesforce, recent email, and the last call, and writes a one-page brief.
Connect · Salesforce
Connect Salesforce to your AI. No server to build.
Give your AI your Salesforce data and let it act: read accounts and opportunities, update records, and run your pipeline motions, as you, with your approval.
What you can run
"Prep me for today's meetings."
"Build my pipeline review."
Salesforce, in one sentence.
Reads open opportunities, flags deals with no next step or a slipping close date, and drafts the summary for your 1:1.
How connecting Salesforce works
One click, or describe the API.
The easy way
Connect it with a browser link. Sign in, or paste a key, done safely in your browser. Your AI can use it right away.
If it doesn't, or you need more
Point Hexa at the Salesforce API and it builds the connection for you. You host nothing; niche features and in-house add-ons work the same way.
Safe, and as you
Every Salesforce action follows your rules: let it run, ask first, or block it, on your own login, with a record of it all. Share once, and each coworker uses it as themselves.
Pairs well with Gmail, Slack, Stripe. See more in Connect anything.
Put Salesforce in your AI's hands.
Connect it in minutes and run something real. Free to start.