Delegmate for Salesforce

Updates Salesforce so your reps don't have to

An AI teammate with its own Google Workspace account. Connect Salesforce and it works there as part of the job, alongside its email, calendar and docs, within the rules you set.

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About Salesforce

Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth

What it does in Salesforce

Logs activity on leads, contacts and opportunities
Updates opportunity stages and next steps after calls
Creates leads from inbound emails and forms
Prepares an account brief before every meeting

How it works

1
Add a teammate
It gets its own account in your Google Workspace, with its own email, calendar and Drive.
2
Connect Salesforce
From its Apps tab in a click, with the Salesforce account your team chooses. Or just ask it, and it sends you the link.
3
Hand it the work
Email it, message it in Chat or Slack, or mention it in a doc. It asks before anything that matters.

Works with it in gmail

Built for

Sales SaaS and tech

Questions

How does it connect to Salesforce?

From the teammate's Apps tab in a click, or just ask it and it sends you the link. It connects with the Salesforce account your team chooses, and each teammate has its own connections, so you decide exactly what each one can reach.

What does it do in Salesforce without asking?

The everyday work it is there for: reading, updating and keeping things current. It asks first before contacting someone new, spending money, or anything that can't be undone, and every step is in its activity log.

Does it need its own Salesforce seat?

No. It works through the connection your team sets up, so there is no extra Salesforce seat to buy for it.

Is Delegmate made by Salesforce?

No. Delegmate is independent and is not affiliated with or endorsed by Salesforce. Salesforce is a trademark of its owner.