Salesforce + Osly
Transform your Salesforce workflows with enterprise-grade automation. Sync data, manage opportunities, automate processes, and supercharge your sales operations.
Account Management
Automatically create and update accounts, contacts, and opportunities
Pipeline Automation
Automate opportunity stages and trigger actions based on sales progress
Lead Management
Qualify leads, assign territories, and route to the right sales reps
Process Automation
Streamline sales processes and eliminate manual data entry
Popular Salesforce Automations
See what you can build with Salesforce + Osly
Lead-to-Opportunity Pipeline
Automatically convert qualified leads to opportunities and assign to sales reps
“When a lead responds to our sales email, convert to opportunity in Salesforce and notify the assigned rep in Slack”
Customer Support Integration
Create Salesforce cases from customer support emails and track resolution
“When customers email support, create a Salesforce case, log details in Notion, and send acknowledgment email”
Contract Management Workflow
Manage contract approvals and notifications throughout the sales process
“When opportunities reach proposal stage, generate contracts in Google Drive and schedule review meetings”
Revenue Forecasting Dashboard
Sync Salesforce data with reporting tools for real-time revenue insights
“Update revenue forecasts in Google Sheets from Salesforce opportunities and send weekly reports to leadership”
Salesforce Capabilities
What you can do with Salesforce in your workflows