# Salesforce AI Agent: 52 Workflows Source: https://maito.app/workflows/tool/salesforce 52 AI workflows for teams using Salesforce, like research an account before a call, brief every meeting automatically, draft the follow-up after a sales call. Each shows the steps, an example and how to set it up. 52 workflows. Jobs Maito handles with Salesforce, from Slack or email. Salesforce connects through its MCP server, so setup is a sign-in. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Ftool%2Fsalesforce)[Book a demo](mailto:support@maito.app?subject=Maito%20demo) $149/month per workspace · Unlimited people · AI usage billed by your provider ## All Salesforce workflows. 52 workflows - [Start here Research an account before a call Get a one-page brief on the company and the people you're meeting, without opening ten tabs. Sales · When you ask Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/research-an-account-before-a-call) - [Start here Brief every meeting automatically Every morning, get a short brief for each external meeting on your calendar. Sales · On a schedule Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/brief-every-meeting-automatically) - [Start here Draft the follow-up after a sales call Turn the call notes into a follow-up email that covers what was promised. Sales · When something happens Works with Granola, Fireflies, Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/draft-the-follow-up-after-a-sales-call) - [Update the CRM from a Slack thread When deal news comes up in a thread, mention Maito and the CRM gets updated. Nobody types it twice. Sales · When you ask Works with HubSpot, Salesforce.](https://maito.app/workflows/update-the-crm-from-a-slack-thread) - [Weekly pipeline review See which deals moved, which stalled, and which need you, before the pipeline meeting. Sales · On a schedule Works with HubSpot, Salesforce.](https://maito.app/workflows/weekly-pipeline-review) - [Score and route inbound leads New sign-ups and form fills get researched and sent to the right rep, or to nurture. Sales · When something happens Works with HubSpot, Salesforce.](https://maito.app/workflows/score-and-route-inbound-leads) - [Prep a renewal or upsell conversation Know usage, open issues and contract terms before you talk renewal. Sales · When you ask Works with HubSpot, Salesforce, Stripe, PayPal, Intercom, Pylon, Amplitude, Mixpanel.](https://maito.app/workflows/prep-a-renewal-or-upsell-conversation) - [Hand over a closed deal When a deal closes, everyone who needs to know gets the full story. Sales · When something happens Works with HubSpot, Salesforce, Gmail, Microsoft 365.](https://maito.app/workflows/hand-over-a-closed-deal) - [Find patterns in lost deals Ask why you lose and get an answer from the actual call notes. Sales · When you ask Works with HubSpot, Salesforce, Granola, Fireflies.](https://maito.app/workflows/find-patterns-in-lost-deals) - [Clean up duplicate and stale CRM records Find duplicates, bounced contacts and dead accounts, and fix them in batches. Sales · On a schedule Works with HubSpot, Salesforce.](https://maito.app/workflows/clean-up-duplicate-and-stale-crm-records) - [Write a quote or proposal from a call Turn what the customer asked for into a priced proposal using your price list. Sales · When you ask Works with Box, HubSpot, Salesforce.](https://maito.app/workflows/write-a-quote-or-proposal-from-a-call) - [Track buying signals on target accounts Hear when a target company hires, raises money or launches something. Sales · On a schedule Works with HubSpot, Salesforce.](https://maito.app/workflows/track-buying-signals-on-target-accounts) - [Answer "what's the status of this deal?" in Slack Anyone can ask about a deal and get the answer from the CRM and email history. Sales · When you ask Works with HubSpot, Salesforce, Gmail, Microsoft 365.](https://maito.app/workflows/answer-whats-the-status-of-this-deal-in-slack) - [Weekly marketing report Traffic, sign-ups and campaign results in one message, with what changed and why. Marketing · On a schedule Works with Amplitude, Mixpanel, Windsor.ai, Supermetrics, HubSpot, Salesforce.](https://maito.app/workflows/weekly-marketing-report) - [Prepare event follow-up Turn the badge-scan list into sorted leads and personal follow-ups. Marketing · When something happens Works with Airtable, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/prepare-event-follow-up) - [Daily escalations view See every escalated or at-risk ticket in one message each morning. Customer support · On a schedule Works with Intercom, Pylon, HubSpot, Salesforce.](https://maito.app/workflows/daily-escalations-view) - [Flag accounts at risk of leaving Get a weekly list of customers showing signs of churn, with the reason for each. Customer success · On a schedule Works with Amplitude, Mixpanel, Intercom, Pylon, HubSpot, Salesforce, Stripe, PayPal.](https://maito.app/workflows/flag-accounts-at-risk-of-leaving) - [Prep a quarterly business review Get the QBR deck drafted from usage, tickets and goals. Customer success · When you ask Works with Amplitude, Mixpanel, Intercom, Pylon, HubSpot, Salesforce, Stripe, PayPal.](https://maito.app/workflows/prep-a-quarterly-business-review) - [Write a one-page account plan Goals, blockers, next steps and renewal date on one page. Customer success · When you ask Works with HubSpot, Salesforce, Granola, Fireflies.](https://maito.app/workflows/write-a-one-page-account-plan) - [Run onboarding check-ins New customers get the right nudge at the right step of onboarding. Customer success · On a schedule Works with Amplitude, Mixpanel, Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/run-onboarding-check-ins) - [Weekly update to the customer's executive Send a short progress note to the customer's sponsor without writing it from scratch. Customer success · On a schedule Works with HubSpot, Salesforce, Intercom, Pylon, Gmail, Microsoft 365.](https://maito.app/workflows/weekly-update-to-the-customers-executive) - [Find expansion opportunities Spot accounts that are outgrowing their plan. Customer success · On a schedule Works with Amplitude, Mixpanel, Stripe, PayPal, HubSpot, Salesforce.](https://maito.app/workflows/find-expansion-opportunities) - [Summarize renewals coming up See every renewal in the next 90 days with health and risk. Customer success · On a schedule Works with HubSpot, Salesforce, Stripe, PayPal, Amplitude, Mixpanel.](https://maito.app/workflows/summarize-renewals-coming-up) - [Turn a customer call into actions After a customer call, the notes become tasks, a recap and CRM updates. Customer success · When something happens Works with Granola, Fireflies, HubSpot, Salesforce, Linear, Asana.](https://maito.app/workflows/turn-a-customer-call-into-actions) - [Prep for a customer interview Know the customer's usage and history before the interview. Product · When you ask Works with Amplitude, Mixpanel, Intercom, Pylon, HubSpot, Salesforce.](https://maito.app/workflows/prep-for-a-customer-interview) - [Prepare for a hard meeting Get the background, positions and likely questions before a tough meeting. Founders and leadership · When you ask Works with HubSpot, Salesforce, Gmail, Microsoft 365, Box.](https://maito.app/workflows/prepare-for-a-hard-meeting) - [Follow up with every lead Every buyer and seller enquiry gets a timely, personal follow-up. Agents and coordinators · When something happens Works with HubSpot, Salesforce, Gmail, Microsoft 365.](https://maito.app/workflows/follow-up-with-every-lead) - [Keep past clients warm Past clients hear from you at the right times, not only when you need them. Agents and coordinators · On a schedule Works with HubSpot, Salesforce, Gmail, Microsoft 365.](https://maito.app/workflows/keep-past-clients-warm) - [Turn enquiry emails into job records A free-text job request becomes one checked enquiry record, without anyone retyping it. Sales · When something happens Works with Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/turn-enquiry-emails-into-job-records) - [Check the job address is in our area Every enquiry gets a clear in-area or out-of-area answer from your zone table, not a guess. Sales · When something happens Works with HubSpot, Salesforce, Airtable, Microsoft 365.](https://maito.app/workflows/check-the-job-address-is-in-our-area) - [Ask customers only for missing job details Maito checks each request against your checklist and asks only for what's missing. Sales · When something happens Works with Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/ask-customers-only-for-missing-job-details) - [Merge duplicate enquiries before they double up When one customer calls and fills in the form, Maito spots it and keeps one case. Sales · When something happens Works with Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/merge-duplicate-enquiries-before-they-double-up) - [Chase enquiries nobody has answered A twice-daily list of enquiries with no owner or reply, with the thread summarized. Sales · On a schedule Works with Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/chase-enquiries-nobody-has-answered) - [Report which lead source won the job Each month, see which ads and referrals turned into paid jobs, and which jobs have no known source. Marketing · On a schedule Works with HubSpot, Salesforce, Amplitude, Mixpanel, Airtable, Microsoft 365, Windsor.ai, Supermetrics.](https://maito.app/workflows/report-which-lead-source-won-the-job) - [Track every partner referral to an outcome Each referral gets an owner, a thank-you to the partner and a logged result. Sales · When something happens Works with Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/track-every-partner-referral-to-an-outcome) - [Retire old quote versions when one changes When a quote is revised, the old version is marked superseded and any open signature is flagged. Sales · When something happens Works with HubSpot, Salesforce.](https://maito.app/workflows/retire-old-quote-versions-when-one-changes) - [Check margin before approving a discount Before you agree to a discount, see the margin and whether it needs approval. Sales · When you ask Works with HubSpot, Salesforce, Airtable, Microsoft 365.](https://maito.app/workflows/check-margin-before-approving-a-discount) - [Assemble a proposal from approved parts A first-draft proposal built from your approved modules, with the customer's details filled in. Sales · When you ask Works with Notion, Confluence, HubSpot, Salesforce, Box.](https://maito.app/workflows/assemble-a-proposal-from-approved-parts) - [Start the project when a proposal is signed A signed proposal becomes a project with tasks, an owner and kickoff times to choose from. Operations · When something happens Works with HubSpot, Salesforce, Google Calendar, Microsoft 365, Linear, Asana.](https://maito.app/workflows/start-the-project-when-a-proposal-is-signed) - [Ask why a quote was lost Each lost quote gets one polite question, and the reasons are sorted into price, timing and capacity. Sales · On a schedule Works with HubSpot, Salesforce, Gmail, Microsoft 365.](https://maito.app/workflows/ask-why-a-quote-was-lost) - [Follow up on unanswered quotes Quotes that sit unanswered get timely reminders, and real questions go to a person. Sales · On a schedule Works with HubSpot, Salesforce, Gmail, Microsoft 365.](https://maito.app/workflows/follow-up-on-unanswered-quotes) - [Pause new bookings when you're full When the forward schedule hits your limit, stop offering slots and give enquiries an honest wait time. Operations · On a schedule Works with Calendly, Cal.com, HubSpot, Salesforce, Gmail, Microsoft 365.](https://maito.app/workflows/pause-new-bookings-when-youre-full) - [Prepare the facts for a warranty request When a customer asks for a repeat visit, pull the original job and warranty terms so a person can decide. Customer support · When you ask Works with HubSpot, Salesforce, Box.](https://maito.app/workflows/prepare-the-facts-for-a-warranty-request) - [Get renewals ready early Every renewal gets a prep task, an update request and an assembled pack, so the agent isn't rushing in the last week. Customer success · On a schedule Works with HubSpot, Salesforce, Gmail, Microsoft 365.](https://maito.app/workflows/get-renewals-ready-early) - [Price the extra work clients ask for Maito tallies work outside each client's package, so you raise a fee before the work is free. Operations · When you ask Works with Box, HubSpot, Salesforce.](https://maito.app/workflows/price-the-extra-work-clients-ask-for) - [Track every customer complaint to resolution Each complaint gets one owner, a deadline and a recorded remedy, so none sit unanswered or get promised inconsistently. Customer support · When something happens Works with Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/track-every-customer-complaint-to-resolution) - [Invite customers back for repeat service Customers due for their next visit get an invitation with a booking link, and the owner sees who replied. Sales · On a schedule Works with HubSpot, Salesforce, Calendly, Cal.com.](https://maito.app/workflows/invite-customers-back-for-repeat-service) - [Review inactive customers before a win-back Lapsed clients are sorted by why they left, so the win-back offer only goes to people who would welcome it. Marketing · On a schedule Works with HubSpot, Salesforce, Calendly, Cal.com, Gmail, Microsoft 365.](https://maito.app/workflows/review-inactive-customers-before-a-win-back) - [Check which marketing leads became jobs Match ad leads to quotes and won jobs, so you see which campaigns bring work worth doing. Marketing · On a schedule Works with HubSpot, Salesforce, Windsor.ai, Supermetrics, Airtable, Microsoft 365.](https://maito.app/workflows/check-which-marketing-leads-became-jobs) - [Review possible duplicate customers before merging See why two customer records might be the same person, then decide. Nothing merges on a shared name. Data · When something happens Works with HubSpot, Salesforce, Airtable, Microsoft 365.](https://maito.app/workflows/review-possible-duplicate-customers-before-merging) - [Explain CRM and accounting sync conflicts When the CRM and accounting disagree, see both values and who owns the field, then fix it once. Data · When something happens Works with HubSpot, Salesforce, QuickBooks, Xero, Datadog, Sentry.](https://maito.app/workflows/explain-crm-and-accounting-sync-conflicts) - [Thank donors and record what the gift is for Each gift gets a matched donor, a recorded purpose and a thank-you draft, checked before it goes out. Finance · When something happens Works with HubSpot, Salesforce, QuickBooks, Xero, Gmail, Microsoft 365.](https://maito.app/workflows/thank-donors-and-record-what-the-gift-is-for) ## Questions. ### How does Maito connect to Salesforce? Through Salesforce's MCP server. Connect it once in Maito; if it isn't connected yet, your agent sends you a link to sign in. ### Can it change things in Salesforce? Only what you allow. You choose which Salesforce actions Maito can use, and the workflows here prepare changes for a person to approve unless you set them to run on their own. ### Which teams use these workflows? Sales, Marketing, Customer support, Customer success, Product, Founders and leadership, Agents and coordinators, Operations, Data and Finance. ### How long does it take to set up? Minutes for the workspace: create it, connect your AI provider and connect Slack. Each workflow then takes one request to your agent, plus signing in to any tool it needs. ### Do we need a developer? No. You set up each workflow by asking your agent in plain words. A repository is only needed for coding work. ### What does it cost? $149 per workspace per month, with unlimited people and $20 in cloud credits each month. Your AI provider bills its usage separately. ## Put your AI teammate to work. Set it up in minutes. Start with one workflow, and let it earn the next one. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Ftool%2Fsalesforce)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)