CRM Integration
Best AI Assistant for Salesforce
Carly is an AI assistant that connects to Salesforce so you can update opportunities, create leads, log calls, and get pipeline summaries — all by email or text. No navigating Salesforce menus, no forgetting to log activities.
Try Carly →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.
Why sales reps need AI to manage Salesforce
Salesforce is the CRM standard for enterprise sales teams, but it's also the tool reps spend the most time avoiding. Updating an opportunity means logging in, searching for the record, clicking through picklists, typing notes into tiny text fields, and saving. Multiply that by 15-20 touches a day and you've burned an hour just keeping the CRM current.
The result is predictable: reps batch their updates on Friday afternoons (if they update at all), pipeline data is unreliable, and managers can't trust the forecast. AI tools for Salesforce should fix this by making updates instant — something you can do between calls without opening a browser tab.
How Carly works as your AI Salesforce assistant
Carly connects to your Salesforce org via the API and respects your existing permissions. Once connected, you manage Salesforce over email or text. After a call, email Carly: "Move Globex to Negotiation, set amount to $48K, add a note that they want to start next month." She makes all three updates in Salesforce in one shot.
Need to create a lead? Forward the prospect's email to Carly and she'll pull the name, company, and contact details from the signature and create the record in Salesforce. Need a pipeline summary before your Monday forecast meeting? Text Carly and she sends back your open opportunities with stages and amounts.
This is different from Salesforce Einstein, which works inside the Salesforce interface and focuses on predictions and recommendations. Carly works outside of Salesforce as an assistant you message — she takes the actions you tell her to take, pulling context from your email and calendar to make the updates richer than what you'd type manually.
Who uses Carly with Salesforce
Enterprise sales reps who manage 50+ opportunities and don't have time to update each one manually. Account executives who want to log calls immediately after they happen instead of batching updates at the end of the week. Sales leaders who need pipeline data they can actually trust. If your team's Salesforce adoption problem is really a data entry problem, Carly eliminates the friction.
See it in action
How to connect Salesforce to Carly
Sign up for Carly
Create your account in under 2 minutes.
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 →Frequently asked questions
What is the best AI tool for Salesforce?
Carly is an AI assistant that connects to Salesforce and lets you update opportunities, create leads, log activities, and pull pipeline summaries — all by email or text. Unlike Salesforce Einstein, which works inside the Salesforce UI, Carly works outside it as an assistant you message directly.
Can AI automate Salesforce data entry?
Yes. With Carly, you email or text instructions like "move Globex to Negotiation stage, amount $48K" and Carly updates the opportunity in Salesforce within seconds. She can update multiple fields, add notes, and log activities in a single message — no clicking through menus.
How is Carly different from Salesforce Einstein?
Salesforce Einstein works inside the Salesforce interface and focuses on AI predictions, lead scoring, and recommendations. Carly works outside Salesforce as a standalone assistant you email or text. She takes direct actions — updating records, creating leads, logging calls — and can pull context from your email and calendar to enrich the data.
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 connects through your Salesforce user account and can only access and modify data that your user has permission to touch. Your org's security model stays intact.
Can AI keep Salesforce pipeline data accurate?
Yes. The biggest Salesforce problem is reps not updating their opportunities after calls. With Carly, you send a quick email right after each call — deal stage, amount, notes, next steps — and she updates Salesforce immediately. Pipeline data stays current because the update takes seconds instead of a five-minute Salesforce session.
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