Salesforce data capture

Automate Salesforce data capture with AI

Get reliable Salesforce data with automated activity tracking and AI field updates.

Auto-capture emails & meetings from Google/Microsoft

Auto-create missing contacts in Salesforce

Use AI to auto-update Salesforce fields

Integrates with:

Trusted by RevOps & CROs in fast-growing companies

Activity Capture

Auto-capture activities in Salesforce

Weflow auto-captures emails, meetings, and contacts and maps them to the right objects.

Works with Google Workspace & Microsoft 365
Combine auto-logging with manual user controls
Configure granular controls in the admin console

Conversation Intelligence

Auto-populate Salesforce fields with AI

Weflow's AI automatically suggests field updates based on meeting transcrips. Update Salesforce with one click.

Build your own AI field update templates
Map AI prompts to any Salesforce object & field
Review, edit, and confirm AI suggestions with one click

Conversation Intelligence

Sync meeting summaries to Salesforce

Weflow's AI notetaker records, transcribes, and summarizes your meetings automatically.

Use pre-built summary templates (like MEDDIC or SPICED)
Create your own AI summary templates
Weflow auto-syncs summaries into one event object

Salesforce data capture

Central admin configuration and user management

Weflow's admin console gives you complete control over your team's settings and data.

Configure granular data capture settings
Add or remove users with one click
Create multiple configurations for different user profiles

Products

Products for clean Salesforce data

Buy each product standalone or bundles to save.

Activity Capture

Auto-capture emails, meetings, and contacts in Salesforce.

Conversation Intelligence

Record, transcribe, and get AI insights from meetings.

Customers

What B2B revenue teams say

RevOps

Chris MacKinnon

VP Revenue Operations

“With better data and an efficient process, we increased our win rate by 12% and forecast the quarter within 7%.”

Executive

Andreas Bodczek

CEO @ IDnow

"Weflow gives us better visibility and predictability of our business."

Sales leader

Ben Beivers

CRO @ Remerge

“We win more deals as we can identify and act on risks early on. This not only feeds into pipeline health, but also makes sure that our forecasts are reliable.”

Weflow AI

AI agents doing the busywork while your team sells.

AI Notetaker

Records, transcribes, and summarizes meetings so your reps can focus on selling.

AI Field Updater

Updates Salesforce fields like MEDDIC, next steps, and more from meeting recordings.

AI Email Composer

Writes follow-up emails after meetings so reps can get them out faster.

AI Coach

Analyzes recordings and gives feedback to help your reps run better sales meetings.

AI Deal Reviewer

Analyzes deals and provides insights into deal progression and risks.

AI Deal Predictor

Analyzes deals and predicts the outcome so you improve forecast accuracy.

AI Deal Monitor

Surfaces deal risks and warnings so your team can take action.

AI Activity Mapper

Captures and maps emails, meetings, and contacts to the right Salesforce record.

AI Forecast Projector

Analyzes deal and pipeline health to forecast outcomes.

Integration

Plug-and-play Salesforce integration to get started in minutes, not weeks

Real-time, two-way Salesforce integration (SSO)

Respects your custom Salesforce logic out-of-the-box

Maps your Salesforce fields automatically

Read documentation

Security

Security on enterprise level

GDPR & CCPA

Go to market anywhere in the world. Let us handle local compliance.

SOC-II (Type 2)

We are certified according to SOC-II (Type 2) security standards.

Fully audited

Annually audited by PwC, Google, and Microsoft.

Visit our trust center

Try before you buy

We get it. You want to make sure you’re getting the right tool to fit your needs. That's why you should try before you buy. Get your 14-day free trial today.

Trusted by top-performing revenue teams