Salesforce

Automate Your Sales Engine with Assista and Salesforce

Connecting your Salesforce account to Assista transforms your CRM into a proactive, self-updating sales engine. Free yourself and your team from the repetitive, manual data entry that slows down the sales cycle.

For solopreneurs, consultants, and founders, Assista automatically creates and updates leads, contacts, and opportunities from other applications, ensuring your pipeline is always accurate and allowing your team to focus on building relationships and closing deals.

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Key Actions

These are the core actions Assista can perform with your Salesforce account, giving you the building blocks to create powerful automations. With a total of 25 actions available, you can manage your entire sales process.

• Create Lead: Automatically generate a new lead record from any source, like an email or a spreadsheet.
• Create Opportunity: Instantly create a new opportunity and assign it to the correct stage in your pipeline.
• Create Contact: Generate a new contact record and associate it with an account.
• Update Opportunity: Modify the stage, amount, or any other detail of an opportunity as it progresses.
• Query Report: Retrieve data from any of your existing Salesforce reports to create summaries or use in other workflows.

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Begin using Salesforce templates today to unlock more from your business tools and reduce manual effort!