Salesforce Agent for Sales
Help sales teams qualify leads, update opportunities, and track deals instantly. With AI-powered automation, you can focus on building relationships while the agent manages data and routine tasks.
How Salesforce Agent works
Connect to Salesforce
Securely connect your Salesforce account to the agent.
Train your agent
Add Salesforce articles, links, Q&As, and more for accurate answers.
Let the agent work for you
The agent manages leads, cases, updates, and daily Salesforce tasks.
Supported Salesforce Clouds
Jotform Salesforce Agent works across the Salesforce Clouds your team relies on — so your workflows stay connected, consistent, and powerful.
Manage leads, opportunities, and customer data in real time as conversations turn into sales records automatically.
Capture leads directly from customer portals and web interactions for instant syncing to Sales Cloud.
Regardless of which cloud you use, Jotform Salesforce Agent ensures data flows seamlessly across every customer journey.
Close more deals with an AI-powered Salesforce Agent built for sales
Lead capture and qualification
Never miss a lead again. The Salesforce Agent automatically collects contact details from conversations, qualifies prospects based on predefined criteria, and syncs them directly into Salesforce. This ensures your pipeline stays full and your reps spend time on the best opportunities.
Opportunity and pipeline management
Keep your deals moving without manual updates. The agent can create new opportunities, update stages, and log activities in real time. Sales reps get accurate pipelines without extra data entry, making forecasting faster and more reliable.
Instant data and customer insights
Stay informed before every conversation. The Salesforce Agent retrieves account history, notes, and relevant records instantly so sales reps can respond with context. With better insights at their fingertips, teams build stronger relationships and close deals faster.
