Salesforce data capture

Automate Salesforce data capture to drive rep productivity

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

  • Auto-capture emails, meetings, and contacts
  • Automate post-meeting Salesforce data entry
  • Drive process compliance with templates
Get a demo
Trusted by CROs & RevOps in B2B SaaS companies
The Problem

If your deal hygiene is bad,
your forecasts and reports are off.

Poor visibility
Inaccurate forecasts
Incorrect metrics & reports
The Solution
Salesforce data capture

Auto-capture activity data

Auto-capture emails, meetings, and contacts from Google Workspace or Microsoft 365.

  • Auto-capture emails, meetings, and contacts
  • Automate post-meeting Salesforce data entry
  • Drive process compliance with templates
Learn more
Salesforce data capture

Automate post-meeting Salesforce data entry

Weflow auto-syncs recordings, summaries, and fields (MEDDIC, SPICED, etc.) to the right Salesforce records.

  • Create unlimited AI field templates and prompts
  • Auto-sync to multiple Salesforce records
  • Works across all Salesforce objects
Learn more
Salesforce data capture

Update Salesforce with a fast, spreadsheet-like experience

In-line and bulk edit Salesforce records with powerful pipeline views.

  • Guide reps to CRM hygiene with templates
  • Update Salesforce from any site with Weflow’s Chrome Extension
  • Real-time, 2-way Salesforce sync
Get a demo
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.”
Features

Salesforce data capture features at a glance

Auto-capture activities

Auto-capture emails, meetings, and contact data from Google Workspace or Microsoft 365.

Auto-update Salesforce fields

Configure templates to extract & auto-update Salesforce fields for any Salesforce object.

Fast Salesforce updates

In-line and bulk edit Salesforce records with Weflow’s spreadsheet-like pipeline views.

Auto-create contacts

Weflow auto-creates contacts (optional) from emails or calendar events that don't exist in Salesforce

Update Salesforce anywhere

Weflow's Chrome Extension let's users see and update any Salesforce record from any website.

Templates

Create pipeline view and deal sidebar templates. Assign them to different user roles.

Configurable deal alerts

Configure alerts based on any field or signal so reps and managers can take action.

Integrations

Zoom, Teams, Meeting, Salesforce, Google Workspace, MS365.

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
Use Cases

Covering every aspect of your revenue process

Capture

Activity Capture

Auto-capture emails, meetings, and contacts in Salesforce
Learn more
Capture

Conversation Intelligence

Record and summarize meetings to auto-update Salesforce.
Learn more
Capture

Salesforce data capture

Automatically turn customer interactions into Salesforce updates.
Learn more
Convert

Deal execution

Automate repetitive tasks and drive deals forward proactively.
Learn more
Convert

Deal reviews

Get full visibility into deal health with insights, warnings, and signals.
Learn more
Convert

Pipeline inspection

Get full visibility into pipeline health with interactive charts and analytics.
Learn more
Forecast

Forecast roll-ups

Run an efficient forecasting process - from submissions to automatic roll-ups.
Learn more
Forecast

Forecast predictions

Combine bottom-up, weighted, and AI predictions for high forecast accuracy.
Learn more
Analyze & Report

Reporting & Analytics

Create pipeline and forecast reports for your executive team or board.
Learn more

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.

Get free trial

Trusted by top-performing revenue teams