Trigger
Connect Salesforce and document-automation to streamline workflows and eliminate manual tasks. Automatically generate, manage, and deliver documents directly from your CRM data, reducing errors and accelerating business processes.
Capabilities
Every event that starts a workflow, and every operation you can perform in Salesforce.
Ready-to-use templates
Start in seconds with a pre-built automation. Customize any template — no code required.
This CRM and sales automation workflow analyzes Gong.io call data using Azure AI to extract actionable insights for sales, marketing, and product teams. It automatically processes call transcripts, generates structured insights about use cases, customer feedback, and marketing opportunities, and synchronizes the data with a CRM system like Salesforce or Pipedrive. The workflow integrates with Gong.io, Azure OpenAI, and various CRM platforms to provide an end-to-end solution for leveraging AI-powered call analysis to drive business impact.
This automation helps CRM and sales teams streamline their lead management processes by automatically syncing new company data from Seamless.AI to Salesforce. It enriches existing CRM records with up-to-date company information, ensuring sales representatives have access to the most accurate and complete customer data. This integration simplifies data entry, reduces manual effort, and enables sales teams to focus on building relationships and closing deals instead of managing disparate data sources.
Setup
No developer required. From account connection to live automation in under 5 minutes.
Sign in to Latenode, open the Integrations panel, and authenticate your Salesforce account — one click.
Drag, drop, and configure triggers and actions in the visual editor. Use AI Copilot to generate logic from a plain-text description.
Test your workflow with real data, toggle it on, and let Latenode handle every execution reliably — with full logs and error handling.
What would you like to do with Salesforce?
Custom Integration
We build custom integrations in 7–14 days for $500. OAuth, webhooks, REST APIs — all covered. You describe the workflow, we deliver a production-ready connector.
Salesforce is a cloud-based software platform for managing customer relationships and streamlining sales, marketing, and customer service processes. It helps businesses connect with customers.
Salesforce is a leading customer relationship management (CRM) platform designed to help businesses of all sizes manage their sales, marketing, and customer service processes. With features like automated workflows, powerful analytics, and a customizable interface, Salesforce enables teams to connect with customers more effectively, streamline operations, and drive growth. Its extensive ecosystem of app integrations and tools facilitates enhanced collaboration and data-driven decision-making, making it an essential solution for organizations looking to optimize their customer engagement.
Join 14,000+ teams who use Latenode to build powerful, reliable automations — without writing a line of code.
Free plan · No credit card · 5-minute setup
Get started free