CRM Integration

How to Automate Salesforce with AI

Connect Carly to Salesforce to update opportunities, create contacts, log activities, and manage your pipeline — just by emailing or texting Carly.

Try Carly Free →

What Carly can do with Salesforce

Update opportunities without logging in

After a call, email Carly to move an opportunity to the next stage, update the amount, or add notes. She does it in Salesforce so you don't have to click through menus.

Create leads from email

Forward a prospect's email to Carly and ask her to add them to Salesforce. She'll create the lead and pull in details from the email signature.

Log calls and meetings

Tell Carly to log a completed call or meeting in Salesforce with your notes. She'll tie it to the right account and opportunity automatically.

Get pipeline summaries on demand

Ask Carly "how's my pipeline?" and she'll pull your open opportunities, stages, and amounts from Salesforce and send you a summary.

See it in action

Mail

Update Globex in Salesforce 2 messages

You 4:10 PM

To: Carly

Carly, update the Globex opportunity in Salesforce — move to Negotiation stage, set amount to $48K, and add a note that they want to start next month.

Carly 4:11 PM

To: You

Updated the Globex Corp opportunity in Salesforce: • Stage → Negotiation • Amount → $48,000 • Added note: they want to start next month • Close date set to end of next month Want me to create a follow-up task?

How to connect Salesforce to Carly

Sign up for Carly

Create your free account in under 2 minutes. No credit card required.

Connect Salesforce

Authorize the Salesforce integration from your Carly dashboard. One click, and you're connected.

Start giving instructions

Email or text Carly with what you need done in Salesforce. She handles the rest.

Automate Salesforce in 2 minutes

No complex setup. No code. Just tell Carly what you need.

Get Started Free →

Frequently asked questions

How does Carly connect to Salesforce?

Go to your Carly dashboard, click Connect next to Salesforce, and sign in. That's it — Carly can then create and update records, log activities, and pull data from your org.

Which Salesforce editions does Carly work with?

Carly works with Salesforce Professional, Enterprise, and Unlimited editions.

Can Carly handle custom Salesforce objects?

Yes. Carly can work with custom objects and fields in your Salesforce org. Just reference them by name when you give instructions.

Does Carly respect Salesforce permissions?

Yes. Carly can only access and modify data that your Salesforce user has permission to touch.

Can Carly create Salesforce reports?

Carly can pull data from Salesforce and summarize it for you via email. For formal Salesforce reports, she can help you set up the criteria, but the report is created within Salesforce's reporting tools.

Ready to automate your busywork?

Carly schedules, researches, and briefs you—so you can focus on what matters.

Get Carly Today →

Or try our Free Group Scheduling Tool or Free Booking Page