Integrations

Salesforce

Salesforce logo

Bridge the gap between enterprise data and autonomous agents. Build a secure, self-updating sales infrastructure that scales across your entire global organization.

3-step-process

How the integration works

A simple, secure three-step handshake that brings autonomous intelligence directly into your enterprise pipeline.

1

Secure authentication

Link your Salesforce instance via OAuth and define data permissions. Establish a high-fidelity connection to your leads, accounts, and custom objects.

2

Workflow architecture

Design the autonomous decision trees for pipeline management and lead routing. Define the exact triggers that activate your digital workforce.

3

Enterprise activation

Launch your agents into the production environment. Monitor real-time performance and audit trails directly through the Aevis dashboard.

Salesforce logo

Maximize enterprise efficiency

Reclaim organizational time by automating complex workflows within your Salesforce ecosystem.

Integrity at scale

Eliminate data decay and manual entry errors across all objects. Ensure your leadership makes decisions based on pristine, real-time intelligence.

Shortened sales cycles

Accelerate deal flow with autonomous lead enrichment and immediate routing. Drive prospects through the pipeline without human bottlenecks.

Strategic focus

Free your account executives from administrative maintenance. Enable your team to focus on high-value relationships while agents handle the infrastructure.

Salesforce logo

Maximize enterprise efficiency

Reclaim organizational time by automating complex workflows within your Salesforce ecosystem.

Integrity at scale

Eliminate data decay and manual entry errors across all objects. Ensure your leadership makes decisions based on pristine, real-time intelligence.

Shortened sales cycles

Accelerate deal flow with autonomous lead enrichment and immediate routing. Drive prospects through the pipeline without human bottlenecks.

Strategic focus

Free your account executives from administrative maintenance. Enable your team to focus on high-value relationships while agents handle the infrastructure.

Use cases

What teams use this for

Turn enterprise complexity into operational clarity. Deploy agents to manage the high-volume tasks that slow down your sales organization.

Aevis

Autonomous enrichment

Automatically populate missing firmographic and technographic data in lead records. Maintain a comprehensive market view without manual research.

Automated pipeline triage

Shift deals through stages based on real-time activity and sentiment analysis. Flag stagnant opportunities before they impact your quarterly forecast.

Cross-platform sync

Synchronize Salesforce data with your entire tech stack autonomously. Ensure consistent intelligence across marketing, sales, and customer success teams.

FAQ

All you need to know

Still have questions about deploying your new digital workforce? We’ve got the answers right here.

How long does it take to get my first agent live?

Most teams have their first autonomous agent active in under 30 minutes. Our pre-built templates allow you to connect your CRM and start automating workflows without writing a single line of code.

Is my company data used to train your AI models?

Absolutely not. Your data is isolated within your own secure environment. We maintain a strict "no-training" policy, ensuring your proprietary information remains private and never leaks into public models.

Can I intervene if an agent makes a mistake?

Yes. You have total oversight via "Human-in-the-Loop" checkpoints. You can set specific triggers that require manual approval before an agent executes a high-stakes action or sends a final communication.

Do I need technical skills to build complex workflows?

Not at all. Aevis uses a visual, drag-and-drop logic builder. If you can map out a process on a whiteboard, you can build a high-performing agent on our platform.

What happens if I exceed my monthly agent limit?

We won't cut off your services. You’ll receive an early notification as you approach your limit, and we provide a seamless, one-click path to scale your capacity so your operations never skip a beat.

How long does it take to get my first agent live?

Most teams have their first autonomous agent active in under 30 minutes. Our pre-built templates allow you to connect your CRM and start automating workflows without writing a single line of code.

Is my company data used to train your AI models?

Absolutely not. Your data is isolated within your own secure environment. We maintain a strict "no-training" policy, ensuring your proprietary information remains private and never leaks into public models.

Can I intervene if an agent makes a mistake?

Yes. You have total oversight via "Human-in-the-Loop" checkpoints. You can set specific triggers that require manual approval before an agent executes a high-stakes action or sends a final communication.

Do I need technical skills to build complex workflows?

Not at all. Aevis uses a visual, drag-and-drop logic builder. If you can map out a process on a whiteboard, you can build a high-performing agent on our platform.

What happens if I exceed my monthly agent limit?

We won't cut off your services. You’ll receive an early notification as you approach your limit, and we provide a seamless, one-click path to scale your capacity so your operations never skip a beat.

Get Started

Ready to meet your new team?

Our agents are ready to integrate with your stack and start delivering results on day 1.

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