Conversations sit outside Salesforce
Important intent, objections, commitments, and next steps remain buried in calls and messages instead of becoming usable CRM context.
AI AGENTS FOR SALESFORCE CRM
Put AI agents to work on Salesforce.
Keep Salesforce as your system of record while ZIP handles the work around every lead: understanding conversations, qualifying intent, following up across channels, updating approved fields, and routing the right opportunities to sellers.
What ZIP changesSalesforce stays current while ZIP moves customer work forward across voice, email, chat, and WhatsApp.
01 / THE WORK
Where the current process breaks.
Follow-up depends on rep capacity
Leads wait while sellers prioritise meetings, manual updates, and the opportunities already in front of them.
Automation sees fields, not the story
Rules can trigger actions, but the right next move often depends on what the customer said across several interactions.
02 / THE ZIP WORKFLOW
How ZIP handles the job.
ZIP works across the CRM and communication channels you already use. Human sellers stay involved where judgment or a relationship matters.
1→
Connect Salesforce
Map the Salesforce objects, fields, stages, ownership rules, and permissions needed for one focused workflow.
2→
Understand conversations
ZIP structures calls and messages into intent, needs, objections, commitments, qualification signals, and next actions.
3→
Execute the work
Agents can qualify, call, follow up, create tasks, and prepare approved CRM updates using current customer context.
4
Hand off with context
When a seller should step in, ZIP routes the opportunity with the conversation history and recommended next move.
PRODUCT PROOF
From customer conversation to Salesforce action.
ZIP carries context across channels, decides the next approved action, and returns structured updates to Salesforce—so sellers receive a usable opportunity, not another transcript to read.
Illustrative product output
A representative view of how ZIP can turn one customer conversation into structured Salesforce work.
LIVE CONVERSATIONContext captured
PROSPECT
We need this for our 25-person admissions team. We use Salesforce and want to see a demo next week.
ZIP
Understood. I’ll route this to the right account owner with your team size, use case and timeline already captured.
Team size · 25Use case · AdmissionsCRM · SalesforceIntent · HighTimeline · Next week
SALESFORCE WRITE-BACKReady for approval
Lead statusOpen→Qualified
Product interest—→AI Sales Agent
Timeline—→Within 30 days
Next step—→Demo with account owner
SELLER HANDOFF
✓Follow-up task created
✓Conversation summary attached
✓Routed to enterprise account owner
Controlled by your team. Field mappings, routing rules, permissions, and human approvals are configured during deployment.
See the Salesforce integration guide ↗03 / WHAT YOUR TEAM GETS
Work completed, with context your team can trust.
- ✓Salesforce records enriched from customer conversations
- ✓Dormant and unworked leads followed up consistently
- ✓Qualified responses routed to the correct owner
- ✓Human approvals retained for sensitive actions
- ✓One auditable trail of what ZIP understood and did
SalesforceHubSpotZoho CRMLeadSquaredWhatsAppVoiceEmailChat
No CRM migration required. Start with one workflow and expand after your team sees the result.
05 / COMMON QUESTIONS
What teams ask before deployment.
Does ZIP replace Salesforce?+
No. This deployment keeps Salesforce as the system of record and adds an execution and conversation-intelligence layer around it. Teams can begin with one workflow without migrating their CRM.
Is ZIP the same as Salesforce Agentforce?+
No. Agentforce is Salesforce’s native agent platform. ZIP is designed as a cross-channel sales execution layer that can work with Salesforce and the surrounding communication stack. The right fit depends on your architecture, channels, Salesforce investment, governance, and commercial preferences.
What can ZIP write back to Salesforce?+
A deployment can map approved summaries, qualification signals, disposition, next steps, tasks, stage changes, and other agreed fields. Permissions and human-review rules are defined during setup.
Can we start with a single Salesforce workflow?+
Yes. A practical first deployment is one measurable job such as dormant-lead follow-up, inbound qualification, call-quality analysis, or CRM hygiene after customer conversations.
Put ZIP to work on your CRM.
Choose the sales work consuming your team’s time. ZIP connects to your existing systems and starts with a focused deployment.
Book a deployment call ↗