+Your CRM updates itself
Coworker agents read call transcripts, pull deal context, update opportunity stages, and add meeting notes — all without a rep touching Salesforce.
What gets automated
Post-meeting CRM updates
After every call, agents update stage, next steps, and contact notes automatically.
Stale deal detection
Agents flag deals with no activity in 7+ days and draft re-engagement emails.
New contact enrichment
When a new contact appears in email or calendar, agents create and enrich the Salesforce record.
Pipeline hygiene
Weekly agents audit your pipeline and surface deals missing close dates, amounts, or owners.
Live in minutes
Connect via OAuth
Authorize with your Salesforce credentials. Works with Sales Cloud and Service Cloud.
Map your objects
Tell agents which objects to read and write: Opportunities, Contacts, Activities, custom objects.
Agents keep it clean
From day one, your CRM reflects reality without any manual data entry.
Enterprise-grade from day one
Coworker is SOC 2 Type II certified, GDPR compliant, and CASA Tier 2 certified. Your Salesforce data is processed securely and never used to train AI models.
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FAQ
Frequently asked questions
Coworker works with Professional, Enterprise, and Unlimited editions via the Salesforce REST API.
Yes. During setup you can map agents to any custom object and field in your org.
Yes. Updates happen within minutes of a triggering event like a call ending or an email being sent.
No. Coworker writes to Salesforce via the standard API, just like any rep would. It will trigger any existing validation rules or flows you have in place.
Yes. Agents can query Salesforce objects to surface account history, deal status, or contact info as part of any workflow or when asked directly.
Connect Salesforce in minutes
Book a demo and we'll show you agents working on your Salesforce data.