Native integration. No copy-paste. No tab-switching.

FellowHire +

FellowHire + Salesforce

Connect Casey, your AI Sales fellow, to Salesforce. Casey qualifies leads, updates opportunities, drafts outreach, and keeps your CRM clean. All from your Slack.

What your fellow does in Salesforce

How it works

1

Connect during fellow setup.

During your fellow setup call, we connect Salesforce via OAuth. We scope which objects, fields, and record types Casey can read and write. Your Salesforce admin stays in control.

2

The fellow learns your Salesforce.

Casey learns your specific org. Your custom objects, your validation rules, your sales process, your stage definitions. By the time Casey joins your Slack, Casey works in Salesforce the way your team works in Salesforce.

Common workflows your team can run

New lead routing

A new lead lands in Salesforce. Casey scores it, posts a summary in Slack, and assigns to the right rep based on territory or round-robin rules.

Post-call CRM update

Your AE drops a note in Slack after a call. Casey logs it as a Salesforce activity, updates the opportunity, sets the next-step task, and drafts the recap email.

Pipeline reporting

Ask "how does the pipeline look this quarter?" in Slack. Casey pulls real-time opportunity data, summarizes by stage, and flags risks.

What it looks like in your Slack

# sales
SC

Sarah Chen 9:14 AM

@Casey just got off a call with Acme Corp. They want a proposal by Friday. $48k ARR, decision-maker is Mike VP-Eng.

Casey APP 9:14 AM

Logged. Acme opportunity in Salesforce updated to Proposal stage, amount set to $48k, decision-maker contact updated to Mike. Next-step task set for Friday. Drafted recap email and parked in Drafts. Want me to send it?

Fellows that use Salesforce

Salesforce is a sales tool first. More than one fellow lives inside it.

Compliance and security

FellowHire is SOC 2 and ISO 27001 compliant. Encrypted in transit (TLS 1.3) and at rest (AES-256). No-training enterprise agreements with OpenAI and Anthropic.

Salesforce-specific: OAuth-based connection. The fellow only accesses objects and fields you approve during setup. You can revoke the connection at any time from your Salesforce setup.

Don't see your tool? We build it.

FellowHire is not a directory of 3,000 integrations. We build the integrations your fellow needs. If you run on a tool we have not published a page for yet, that does not mean we cannot connect to it. It means we will scope it during fellow setup. Tell us what you run on. We will make it work.

Tell us your stack →

Bring on a Sales fellow that works in Salesforce.

Tell us about your sales motion. We will scope the fellow, connect Salesforce during setup, and have Casey in your Slack in about a week.