Direct integration · CRM

AI sales agents that keep every Salesforce opportunity current

Arrows connects to Salesforce directly and reads every opportunity, account, contact, and activity your team logs. Its agents build a gameplan for each deal and write the updates back once a rep approves them: stage changes, next steps, and new contacts. Your reps work the deal in Arrows, and the record stays current in Salesforce.

Book an agent kickoff

How Arrows works with Salesforce

  • When the buyer replies in Outlook: “Send over the order form”

    Move the opportunity to Negotiation and update the close date in Salesforce

    WorkingDeal updatedRuns on its own

  • When a Gong call ends with a new stakeholder from finance

    Find their details in ZoomInfo and add them to the Salesforce opportunity

    WorkingReady for reviewWaits for a rep

  • When a discovery call is on Google Calendar for tomorrow

    Build the pre-call brief from the Salesforce opportunity and account history

    WorkingBrief readyRuns on its own

  • Every Monday

    Check Salesforce for opportunities with no activity in 14 days and draft a nudge for each from the last Outlook thread

    WorkingDrafts readyRuns on its own

  • When a rep approves moving the Salesforce opportunity to Closed won

    Create the onboarding handoff task in Salesforce and draft the kickoff email in Outlook

    WorkingHandoff readyRuns on its own

You decide what runs on its own

Every Salesforce action has its own setting. Internal work can run on its own. Anything a buyer would see can wait for a rep.

  • Allow Arrows does the work and logs the activity on the deal.
  • Ask first Arrows finishes the work, then waits for a rep to approve.
  • Off Arrows stays out of that tool.
SalesforceExample settings
  • Read opportunities, accounts, and contacts
  • Read activity history
  • Update opportunity fields
  • Create tasks
  • Add contacts to an opportunity
  • Delete records

How Arrows connects to Salesforce

  1. We connect Salesforce at your agent kickoff, along with your email, calendar, and call recorder.
  2. Arrows reads your open deals and builds a gameplan for each one from your playbook.
  3. Agents start working the deals. Your reps approve what goes out.

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Agent kickoff

Every tool. Every deal. No prompts.

An Agent Architect connects your stack and sets what Arrows can do in each tool. Then Arrows does the follow-through on every deal, and your reps approve what matters.

Book an agent kickoff

What happens on your agent kickoff:

  • We learn how your team works its deals today
  • We build your playbook from how your team already sells
  • We connect your CRM, email, calendar and call recorder
  • Agents start working your open deals, often on the same call