S

CRM

~30 minutes setup · No custom code

Salesforce AI Agent | Auto-update Opportunities & Qualify Leads

Your Salesforce, running itself.

Adaptive's AI agent reads and writes to Salesforce in real time. It qualifies inbound leads, updates opportunity stages, logs every conversation, and books AE meetings — while your reps focus on deals that need them.

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Primary use case

Inbound lead qualification → Salesforce opportunity creation → AE meeting booked

What the AI agent does in Salesforce

Every action your team would take — running automatically.

✓ Create and update Opportunity records with qualification data
✓ Convert Leads to Contacts and Opportunities based on MEDDICC criteria
✓ Log calls, emails, and outcomes as Activity records
✓ Assign Tasks to the owning Account Executive
✓ Trigger Salesforce Flows and Process Builder automations
✓ Pull Account history to personalize renewal conversations
✓ Update Opportunity stage, close date, and amount
✓ Create follow-up Tasks automatically after each conversation

Example — how it runs

See it in motion.

Trigger

An inbound lead fills out a demo form at 11:00pm on a Friday.

1

Adaptive calls the lead within 90 seconds — before any competitor can.

2

The AI agent runs your qualification script: budget, authority, need, timeline.

3

Based on the answers, it converts the Lead to an Opportunity in Salesforce with the correct Stage, Amount, and Close Date.

4

It logs the full conversation transcript as an Activity on the Opportunity.

5

It creates a Task assigned to the owning AE: 'Qualified lead — call Monday 9am.'

6

It sends the lead a calendar invite for the Monday call via your Calendly integration.

Outcome

Monday morning, your AE has a qualified Salesforce Opportunity, the full call transcript, and a scheduled meeting — without touching anything over the weekend.

Most inbound leads go cold within 5 minutes if nobody calls back. Adaptive calls within 90 seconds, every time, and the Salesforce record is already updated before your AE reads their Monday morning Slack.

What it connects to

Integration points in Salesforce

OpportunitiesLeadsContactsAccountsTasksActivitiesFlowsReports & Dashboards

Pricing

No surprises.

$0.49/min. No per-seat fees. No Salesforce AppExchange install required.

Volume discounts start at 5% off at $100/month usage. No annual contracts. Load minutes before the call ends.

See full pricing →

See it connected to your Salesforce.

Book a Live Build. One hour with our team — we'll connect Adaptive to your Salesforce instance, build your first AI agent, and have it running by the end of the call.

See it run my revenue motion Talk with us first

Related integrations

H

HubSpot

Contact enrollment, deal pipeline updates, and sequence automation.
F

Five9

Outbound campaign automation, post-call CRM updates, and agent coaching.
C

Calendly

AI qualification → meeting booked directly into rep's calendar.

Works across your industry

Built for the revenue motion you actually run.

Telco & Wireless

Renewal retention, upgrade automation, overnight inbound coverage.

Insurance

Policy cross-sell, claims intake routing, renewal outreach at scale.

Financial Services

Loan qualification, application follow-up, compliance-safe outreach.

SaaS

Trial conversion, expansion plays, churn intervention before the cancel.

Real Estate

Inbound lead qualification, showing scheduling, seller follow-up.