AI for Salesforce that knows the rest of your business
Salesforce holds your pipeline and your customers. Liaison connects to it with access you grant and reads every deal, contact and activity, keeps one record per customer across the CRM, the books and the inbox, and works the follow-ups your team does not get to.
Because it reads Salesforce together with your inbox, your books and your outreach, an answer about your pipeline and your customers comes with the rest of the picture. You keep Salesforce; nothing is replaced or re-entered.
What Liaison does with Salesforce
- Answers new inquiries from your account in your voice and books the call.
- Drafts the follow-up for every stalled deal and logs it back to the record.
- Keeps the CRM honest: closes the gaps between what is in the CRM and what is in the books.
- Wins back customers who quietly stopped buying, with a short sequence in your voice.
Questions it answers across Salesforce and your other tools
- “Which deals went quiet for two weeks, and what did we promise them last?”
- “Who are our best customers by what they actually paid, not by deal size?”
- “Which new inquiries this week have not had a reply yet?”
- “What is in the pipeline for this quarter, and how much of it has a next step?”
What it reads in Salesforce
24 kinds of Salesforce data Liaison can read on its own, every time it answers a question or does a job.
- Convert SOAP XML Object to JSON
- Describe Object
- Find Records
- Get Case
- Get Current User
- Get Knowledge ArticlesRetrieve a page of online Knowledge articles for a language and data category, by search or query
- Get Knowledge Data Category GroupsList the Knowledge data category groups visible to the current user
- Get Record by ID
- Get Related RecordsGet child records related to a parent Salesforce record via a relationship
- Get User
- Get User Info
- List Case CommentsList the comments on a Salesforce case, newest first
- List Case Feed ItemsList the feed (Chatter) entries on a case, newest first
- List CasesList Salesforce support cases, newest first
- List Email MessagesList Salesforce email messages, newest first, optionally scoped to one case
- List Email TemplatesList Salesforce email templates, newest first
- List Knowledge ArticlesList Salesforce Knowledge articles, newest first
- List Object Fields
- List Objects
- Search Object Records
- SOQL Query
- SOQL Query (Object Query)
- SOSL Search (Object Search)
- Text Search
What it can do in Salesforce
37 actions Liaison can take in Salesforce. It does the ones you have approved, in your voice; anything that moves money waits for your yes.
- Add Contact to CampaignAdd an existing contact to an existing campaign as a campaign member
- Add Lead to CampaignAdd an existing lead to an existing campaign as a campaign member
- Create Account
- Create Accounts (Batch)
- Create Attachment
- Create Campaign
- Create Case
- Create Case Comment
- Create Contact
- Create Content Note
- Create CRM Record
- Create Event
- Create Lead
- Create Note
- Create Opportunities (Batch)
- Create Opportunity
- Create Record
- Create Task
- Create User
- Delete CRM RecordDelete a Salesforce record
- Delete Note Or Content NoteDelete a note or content note from a Salesforce record
- Delete OpportunityDelete a Salesforce opportunity
- Delete Record
- Insert Blob Data
- Post a Message to Chatter Feed
- Send EmailSend an email through Salesforce
- Update Account
- Update Accounts (Batch)
- Update Contact
- Update Content Note
- Update CRM RecordUpdate an existing Salesforce record
- Update Email TemplateUpdate an existing Salesforce email template
- Update Note
- Update Opportunities (Batch)
- Update Opportunity
- Update Record
- Upsert Record
Works alongside Salesforce
The tools Liaison most often reads together with Salesforce.
Read together: Salesforce and QuickBooks · HubSpot and Salesforce · Salesforce and Slack · Jira and Salesforce · Gmail and Salesforce · NetSuite and Salesforce · Mailchimp and Salesforce · DocuSign and Salesforce · Asana and Salesforce · Salesforce and Zoom · Salesforce and SharePoint · Salesforce and Zendesk · LinkedIn and Salesforce · RingCentral and Salesforce · Salesforce and Shopify · Salesforce and Stripe · Constant Contact and Salesforce · Salesforce and Teamwork.com · Box and Salesforce · Calendly and Salesforce · Intercom and Salesforce · Jotform and Salesforce · Google Drive and Salesforce · Google Calendar and Salesforce · Salesforce and Salesloft · Gong and Salesforce · Airtable and Salesforce · monday.com and Salesforce
Liaison in Salesforce, set up with you, for $629 a month.
- Connects to Salesforce with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
- Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
- Answers a question about Salesforce with the rest of the picture: the customer, the invoice, the thread, the calendar.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace Salesforce?
No. You keep Salesforce exactly as it is. Liaison connects to it, reads it together with your inbox, your books and your outreach, and does the work in it the way a person on your team would.
How does Liaison connect to Salesforce?
With access you grant from your own Salesforce account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.
Can Liaison act in Salesforce without asking?
It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.