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Salesforce

Enterprise CRM platform for sales, service, and marketing.

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What Your Workers Can Do

Workers can access your Salesforce CRM to manage leads, track opportunities, update accounts, coordinate with your sales team, and generate reports—the backbone of enterprise sales operations. Popular use cases:
  • Search and update lead information
  • Track opportunity pipeline
  • Manage account relationships
  • Update deal stages and close dates
  • Generate sales forecasts
  • Coordinate customer success activities

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Authentication

Type: OAuth 2.0 Sign in with your Salesforce account—Spinnable receives a secure access token.

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Example Workflows

Lead qualification 
"Check all new leads from the last week. For each one, research the company and update the lead score based on company size, industry, and fit"
Opportunity tracking 
"Show me all opportunities in 'Negotiation' stage worth over $50k. Which ones haven't been updated in the last 7 days?"
Weekly forecast 
"Generate a sales forecast for this quarter based on current pipeline. Include: Total value, number of deals, and probability-weighted revenue"