Salesforce integration

Salesforce, with a sales specialist working the pipeline

The Salesforce connection is coming next. Once it launches, your Ergora sales specialist will keep your accounts and opportunities moving, drafting the follow-ups and prep that usually slip when the quarter gets busy.

Start with the Sales pack See the sales specialist
Coming next, not connectable yet

Salesforce is your CRM for accounts, opportunities and activity. Ergora does not connect to Salesforce yet. When it does, it will connect with one-click OAuth so the specialist works from your real pipeline. Today the Sales pack connects to HubSpot and Pipedrive.

What your sales specialist will do with Salesforce

Syncs accounts and opportunities

Accounts, contacts, opportunities and activity stay in step, so the specialist sees the same pipeline you do and logs its work back.

Scores leads and flags deal health

It ranks who is worth your time and surfaces opportunities that have gone quiet before they slip away.

Drafts follow-ups and call prep

Follow-up emails in your voice and a short brief before each call, built from the account history already in Salesforce.

Researches accounts

Background on a company or contact pulled together on request, so you walk into conversations informed.

The Sales pack works today

When it launches, Salesforce will plug into the rest of your workspace. Your seat comes with the chat, and the sales pack unlocks the studios and the full sales specialist toolkit.

Ask the specialist anything

Your sales specialist is a chat away. Ask it what to prioritise, get it to segment or plan, or use it as a guide. It is an assistant, not only a set of tools.

More than a CRM sync

Prospect research, call prep and outreach sequences drafted for you, so the specialist works the pipeline, not just mirrors it.

The whole Sales pack

The Salesforce integration is one part of it. See everything the sales specialist does.

Explore the sales specialist

How it connects

Not connectable yet. When it launches it will be one-click OAuth: approve Ergora in Salesforce, with no API keys to manage.

Prefer to wire it up your own way? Every workspace gets inbound webhook URLs, so Zapier, n8n, Make or your own code can push events to your Intern too.

Questions

Can I connect Salesforce today?

Not yet. Salesforce is listed under Next on our integrations page. Today the Sales pack connects to HubSpot and Pipedrive, and you can ask us for a Salesforce date.

Which pack do I need for Salesforce?

The Sales pack: a $59 a month bolt-on to your seat, with 50% off your first month and a 30-day money-back guarantee.

Can the whole sales team use it?

Yes. On a team plan the pack is shared across seats, so everyone works with the same specialist and the same CRM context.

Go deeper
Ergora vs Salesforce: AI CRM Without the Enterprise Overhead

Works well with

HubSpot
HubSpot is your CRM for contacts, deals and activity.
Pipedrive
Pipedrive is your sales CRM for deals and activity.
Stripe
Stripe handles your payments and subscriptions.

Put a sales specialist on your Salesforce

Start with the Sales pack today and add Salesforce when the connection launches. 50% off your first month, with a 30-day money-back guarantee.

Get started See pricing
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