AI assistant for Salesforce. Pipeline answers in seconds.
CallMerlin is an AI assistant for Salesforce. Ask for opportunities, accounts and tasks in plain language. Merlin reads Salesforce, proposes updates, and waits for approval before writes.
Merlin pulls opportunity context, drafts follow-ups, and can notify Slack or Teams after you approve.
Connect Salesforce via OAuth. 7-day trial.
Ask: what is blocking Northwind? Merlin reads the opportunity and lists next steps.
Merlin reads Salesforce and drafts a task.
Next step: security review
Northwind · €42k
Pricing follow-up task drafted for tomorrow.
Your call
Salesforce actions Merlin runs
Built for RevOps teams that need speed without losing control.
| Action | Example | Gate |
|---|---|---|
| Opportunity lookup | Stage, amount, next step | Read |
| Account context | Open cases and last activity | Read |
| Tasks | Create follow-ups | Approve |
| Meeting log | Summary on the opportunity | Approve |
| Slack/Teams | Pipeline ping | Approve/post |
| Cross-tool | Salesforce + calendar + mail | Approve writes |
Salesforce jobs
Same wedge as HubSpot: meeting → CRM tasks → team ping.
Pipeline standup
List deals stuck in Negotiation > 14 days.
Meeting follow-up
Teams transcript → Salesforce tasks.
AE brief
Opportunity summary before the next call.
Salesforce in your stack
Salesforce
Slack
Microsoft Teams
Outlook
ZoomThis is just one example of the many combinations possible.
All integrations →Salesforce + CallMerlin
OAuth connection under Integrations. Object access follows the capabilities you grant per PIN.
Lightning users keep working in Salesforce as usual. Merlin is the operator layer for chat and voice.
Pair with Teams or Slack so pipeline updates leave the CRM silo.
Rollout that RevOps teams finish
Start with opportunity read and task create for a small AE group.
Add meeting follow-up once transcripts are reliable in Zoom or Teams.
Expand to stage updates only after approval habits are proven.
Connect Salesforce
OAuth. Least privilege PINs.
- 1Integrations → Salesforce → connect.
- 2Grant PIN opportunity read + task write as needed.
- 3Connect Slack or Teams.
- 4Test a follow-up from the last meeting.
Enterprise-friendly controls
Stage changes should not be casual.
- Approval before opportunity writes by default.
- PIN-scoped capabilities.
- EU-hosted CallMerlin.
- Salesforce org residency unchanged.
FAQ: CallMerlin + Salesforce
Salesforce stays the system of record. Merlin is the operator.
Ask in Slack or voice. Approve the write.
Start free trialConnect Salesforce via OAuth. 7-day trial.