Skip to content
    Charviam.We build. You grow.

    Salesforce AI automations

    Ready-made automations that work with Salesforce and the other apps you already use.

    What can Charviam automate with Salesforce?

    6 Charviam AI automations work with Salesforce today, including Lead Qualification, Proposal Generator, CRM Updater and 3 more. The largest groups are for Sales & CRM and Customer Support & Success. Each starts in Shadow mode, so nothing in Salesforce changes and no message is sent until you approve.

    Last reviewed

    Salesforce is a trademark of its owner. Charviam automations work with Salesforce; Charviam is not a partner, reseller or certified provider of Salesforce.

    Works with Salesforce now

    • Lead Qualification

      Score, explain and route every new lead.

      Sales & CRM

      Standard

    • Proposal Generator

      On-brand proposals with prices from your price book.

      Sales & CRM

      Review for important actions

    • CRM Updater

      CRM kept current, with one-click rollback.

      Sales & CRM

      Review for important actions

    • Pipeline Management

      Stale deals flagged, pipeline weighted daily.

      Sales & CRM

      Standard

    • Sales Assistant

      A sourced account brief before every call.

      Sales & CRM

      Review for important actions

    • Survey Automation

      Right survey, right moment, urgent answers flagged.

      Customer Support & Success

      Review for important actions

    Questions about Salesforce automations

    FAQ

    Available now: Lead Qualification, Proposal Generator, CRM Updater, Pipeline Management, Sales Assistant and Survey Automation.

    Lead Qualification, Proposal Generator, CRM Updater, Pipeline Management, Sales Assistant and Survey Automation use Salesforce as a main app. Each automation page lists exactly which apps it needs.

    No. Charviam automations work with Salesforce, but Charviam is not a partner, reseller or certified provider of Salesforce. Salesforce is a trademark of its owner.

    No. Every automation starts in Shadow mode. It shows what it would have done, but nothing in Salesforce is changed and no message is sent until you move it up to Draft or beyond.

    We quote pricing after a short demo, because it depends on which automations you use and the apps they connect to. Tell us your apps and the job you want off your plate, and we will come back with a quote.

    Put Salesforce to work

    Tell us how your team uses Salesforce today. We will show an automation in watch-only mode on your own data before anything changes.

    Book a demoSee all apps
    Start a Conversation