Salesforce Automations
Automate Salesforce Sales Cloud — leads, opportunities, tasks, and alerts without manual data entry.
6 automations for Salesforce
Pick any workflow and we'll build it for you.
Web-to-Lead Routing
Route inbound leads to the right owner and queue instantly.
How it works
Lead created in Salesforce
Match territory and rules
Assign owner
Create follow-up task
Notify rep in Slack
Log source campaign
Opportunity Stage Automation
Advance stages when milestones complete.
How it works
Trigger from closed activity
Validate stage prerequisites
Update opportunity stage
Refresh forecast category
Notify leadership if deal size threshold
Sync to reporting dashboard
Contract Renewal Watchlist
Surface renewals 90/60/30 days before close.
How it works
Daily scan of opportunities
Filter renewal-type deals
Create renewal tasks
Email account owner digest
Alert CS if at-risk account
Update renewal dashboard
Case Escalation Rules
Escalate Support cases that breach SLA.
How it works
Case updated or aged beyond SLA
Calculate breach severity
Reassign to escalation queue
Notify manager in Slack
Create executive task if critical
Log escalation reason
CPQ Quote Follow-Up
Chase unsigned quotes automatically.
How it works
Quote sent from Salesforce CPQ
Wait 48 hours
Send reminder email from template
Notify AE if still unsigned
Create call task
Archive expired quotes after 30 days
Salesforce → Data Warehouse Sync
Nightly incremental sync for analytics.
How it works
Cron nightly trigger
Extract Accounts, Contacts, Opportunities
Transform to warehouse schema
Upsert rows idempotently
Validate row counts
Alert on sync failure
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