Home › Integrations › Salesforce

Gina + Salesforce

For agencies and larger event producers already on Salesforce, Gina can work inside it once we switch the connection on for your account.

Book a call See a week with Gina

Status: On request. Salesforce isn't switched on by default. If you use it, we connect it with you during setup and check it works before you rely on it.

Quick answer

With Salesforce connected, Gina can log a call, draft a follow-up or suggest a stage change on records already in your pipeline. Anything customer-facing waits for your yes.

What connecting Salesforce looks like.

Pipeline stays currentAfter a call or a proposal goes out, Gina can log it and move the record to the right stage, so the pipeline reflects reality.
Follow-ups drafted from real contextGina drafts the next touch from what's already on the record, the venue, the date, the last note, instead of a generic template.
One source of truthAsk Gina what's in a given stage or what's overdue for a follow-up, and it answers from Salesforce directly.

What we can say today.

This describes what the connection is designed to do. We have not yet switched it on for a named business, so ask us on a call before you plan around it.

Common questions about Salesforce.

Is this only for large teams?

Salesforce tends to show up once a business has grown past a solo operator. Tell us which CRM you run and we will check it with you.

Can Gina change records without me knowing?

You decide during setup which updates Gina may make on its own and which it drafts for your review.

Does Gina replace our Salesforce admin?

No. Your fields, stages and permissions stay as they are.

See what Gina would run for your business.

Book a call and we will walk through how Salesforce would fit your week, and whether it can be switched on for you.

Book a call See if Gina fits your business