Patricia works your Salesforce.
Ask her in Slack. She reads the pipeline, logs the leads, and moves the deals, but anything that changes a record waits for your yes.
@Pati what's in the pipeline for this quarter, and what's stuck?
Open pipeline is $186,000 across 14 opportunities. Two need attention:
- Lumen: $32,000, in Proposal for 21 days with no activity logged
- Two new leads came in from the webinar and are still unassigned
- Want me to assign the leads and log a follow-up on Lumen? Nothing changes until you approve.
Assign the leads to me and log the Lumen follow-up.
Done. Both leads are on you, and a follow-up task is on Lumen for tomorrow. Here is the quarter's pipeline by stage for your Monday review.
Patricia + Salesforce
What she does in Salesforce.
Real actions she takes on your say-so, not a list of API endpoints.
Read the pipeline like a sales lead
Open opportunities, stages, close dates, and what is stalled, answered in the channel so a pipeline review does not mean building a report first.
Log and route new leads
New leads captured, assignment rules applied, and owners set, so a webinar lead does not sit unclaimed while it goes cold.
Move deals through the stages
She updates opportunities, adds products, and logs the next step, keeping the forecast honest instead of a week behind reality.
Keep accounts and contacts current
Accounts, contacts, and their relationships kept accurate, and campaign members tracked, so the CRM reflects who you are actually talking to.
Answer the CRM questions on the spot
Who owns a deal, what stage it is in, which leads came from a campaign, pulled with full query access without anyone building a view.
Keep record changes locked behind approval
Creating, editing, or deleting a record touches live CRM data, so she drafts the change and shows it to you first. Nothing writes until you say yes in Slack.
Say it like you'd say it
Things to ask her on day one.
What's in our pipeline for this quarter, and what's stuck?
Assign the new webinar leads and apply our routing rules
Log a follow-up task on the Lumen opportunity for tomorrow
Which deals have had no activity in the last two weeks?
Pull the quarter's pipeline by stage for Monday's review
Better together
Salesforce is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Salesforce + Slack
Where you ask about the pipeline and where the stalled-deal alert lands, before the forecast quietly slips.
Popular pairings
Salesforce, paired.
See what Salesforce unlocks alongside the other tools your agency runs, each on its own page.
Setup
Salesforce, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect Salesforce
One OAuth click. She gets only the access you approve, and you can disconnect her anytime.
Salesforce connected
Ask
Mention @Pati with the question. Reads happen on their own; anything that changes a record waits for your yes.
@Pati What's in our pipeline for this quarter, and what's stuck?
On it.
FAQ
Salesforce questions, answered.
What can Patricia actually do in Salesforce?
She reads leads, opportunities, accounts, contacts, campaigns, and tasks with full query access, and creates and updates records. Reads are instant; anything that writes to live CRM data waits for approval.
Will she edit or delete records on her own?
No. Creating, editing, or deleting a record is drafted and shown to you in Slack first, and happens only after your explicit yes. Reading the pipeline and flagging stalled deals run on their own.
Which Salesforce edition do we need?
Any edition with API access works. She connects through Salesforce's official OAuth flow, the same way other approved apps do, and only sees the org you connect.
We keep client records in separate orgs. Does that stay separate?
Yes. She reads only the orgs you connect, so one client's leads, deals, and accounts never surface when you ask about another.
What does the Salesforce integration cost?
Nothing extra. Every integration is included, on every plan.
One of 1,000+ integrations. Browse the full directory
Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.