CRM integrationDashverge × Salesforce
Keep Salesforce the system of record while Dashverge agents enrich, prioritize, and act on every record
Salesforce stays the record, Dashverge does the work
The Enrichment agent pulls new and updated leads, contacts, and opportunities out of Salesforce, appends firmographic and intent signals, and writes scores and next-step recommendations back onto the object. The Outreach agent logs every drafted email, call, or task as a Salesforce activity so reps see one timeline.
- Two-way sync on Leads, Contacts, Accounts, and Opportunities
- Auto-enriched fields: firm size, intent signal, propensity score
- Agent-drafted tasks and activities logged to the record timeline
- Field-level mapping so custom objects aren't overwritten
Connect in minutes
Authorize once, map your fields, and enrichment starts flowing.
Connect your org
Authenticate with OAuth using a Salesforce connected app.
Map your fields
Choose which objects and fields Dashverge agents can read and write.
Turn on agents
Enrichment and Outreach agents start working your pipeline immediately.
What teams run on it
Common plays revenue teams build on the Salesforce connection.
Lead scoring at scale
The Enrichment agent scores every inbound lead the moment it lands in Salesforce, before an SDR ever opens it.
Stale pipeline sweeps
The Revenue-intelligence agent flags opportunities with no recent activity and drafts a re-engagement task.
Territory-ready records
Accounts arrive pre-enriched so reps spend the first call selling, not researching.
Dashverge only touches the objects and fields you grant in the connected app scope, every agent write is logged as a discrete Salesforce activity, and outbound emails route through human approval before sending.
Put your Salesforce data to work
Connect Salesforce and let Dashverge's agents start enriching your pipeline today.