Zenning for Salesforce
Zenning can draft lead follow-ups, flag opportunities at risk and summarise the sales pipeline.
Track leads and open deals
What Zenning can do
- Spot leads going cold
- Prep an account brief
- Surface untouched leads
Try asking
Each morning scan Stripe and Salesforce for unpaid invoices, failed payments and unbilled deals, then alert finance with cash recovery actions.
What it does in Salesforce
- When a deal stage changes in SalesforceEnrich the account with Apollo, draft a follow-up in Gmail, and alert the AE in Slack
- When an opportunity is won in SalesforceVerify billing details in Stripe and hand off to finance in Slack
- When renewal risk rises in SalesforceReview usage in Mixpanel, draft a save plan in Notion, and alert the CSM in Slack
Actions
Every action Zenning can take in Salesforce.
44 actions
- Attach file
- Bulk create contacts
- Bulk create leads
- Bulk update leads
- Close opportunity
- Complete task
- Convert lead
- Create account
- Create contact
- Create event
- Create lead
- Create note
- Create opportunity
- Create task
- Delete account
- Delete attachment
- Delete contact
- Delete lead
- Delete opportunity
- Describe object
- Execute soql
- Get account
- Get account contacts
- Get account opportunities
- Get contact
- Get current user
- Get lead
- Get lead history
- Get opportunity
- Get opportunity history
- List accounts
- List attachments
- List contacts
- List leads
- List opportunities
- List tasks
- Search accounts
- Search contacts
- Search leads
- Update account
- Update contact
- Update lead
- Update opportunity
- Update task
Works well with Salesforce
All integrationsConnect Salesforce in a few minutes
Connect it in a few clicks and choose who in your team can use it. Change that any time.