AI Salesforce Assistant for Slack | Simple Sales CRM Chatbot

Chat to Salesforce directly from Slack: ask natural-language questions about opportunities and customers; get instant answers without needing to open Salesforce. The agent can even (with explicit permission) make updates to Salesforce from Slack requests. Perfect for account executives (AEs) and business development reps (BDRs) handling deal creation and customer research.

AI-powered CRM automation features

• Natural language Salesforce queries: Ask questions in plain English, no SOQL required

• Real-time deal and pipeline insights: Check deal stages, close dates, and account status instantly

• Automated data entry: Update contacts, opportunities, and accounts from Slack

• Contact enrichment: Enrich Salesforce records with Apollo and web research

• Sales intelligence: Get prospect insights and company data without switching tools

• Conversational CRM access: Your team's always-on Salesforce assistant in Slack

Who this is for

Perfect for sales teams who:

• Need fast Salesforce access without context-switching

• Want CRM automation for repetitive data entry tasks

• Have limited time to manually update deal stages and contacts

• Need sales intelligence and contact enrichment workflows

• Want to democratize CRM data access across the team

• Spend too much time answering "what's the status of X deal?" questions

How this Salesforce Slack assistant works

This AI CRM agent connects to several tools:

• Apollo: for enriching contacts and organizations

• Parallel: for performing web research and enrichment

• Salesforce: for creating and managing deals, and retrieving relevant deal/company/contact information

How to set up your sales automation agent

1. Authenticate Salesforce with your credentials to enable CRM data access

2. Connect to Slack:

   • Add the Gumloop Slack app to your Slack workspace and invite it to the channel(s) where you want to use this agent

   • Click the "Add to Slack" button. Copy and paste the provided command to add this agent to a specific channel

3. Start asking questions! Try: "Show me all open deals over $50K," or "Who's the main contact at Acme Corp?"

Customize your sales automation agent

• Add additional sales tools:

  • Calendar apps for scheduling (Google Calendar, Cal.com)

  • Email services for outbound (Gmail, Outlook)

  • Meeting intelligence for context (Zoom, Gong, Chorus)

  • Data warehouses for custom reporting (Snowflake, BigQuery)

  • Sales engagement tools (Outreach, SalesLoft)

Looking for more advanced capabilities? Check out our comprehensive Salesforce AI Sales Assistant that includes meeting scheduling, deal qualification frameworks, and personalized email generation.