wopie.

Salesforce AI agent for Slack and Teams

Put Wopie to work in Salesforce.

Wopie keeps your Salesforce clean, builds the forecast and spots deals that slip.

Hire for free

$100 in credits · No card needed

# revenue

Daniel in #revenue

@wopie build this quarter's forecast by rep

Wopie Quoted 300 credits before starting

We're at $1.2M against a $1.5M target. Two reps are behind, and four big deals close this month.

Used 281 credits·Posted to #revenue

How Wopie works with Salesforce.

Wopie is an AI agent that works in Salesforce for you. You ask in Slack or Microsoft Teams. It builds the forecast, finds deals that slipped, briefs you before renewals and updates opportunities after a call. It sees only what you can see in Salesforce, and it asks before bulk edits or deletes.

  1. 1Ask in a channelWrite what you need in Slack or Microsoft Teams, the way you'd ask a teammate. No setup in Salesforce.
  2. 2Wopie does the workIt tells you the credits first, then works in Salesforce and your other tools, and posts the result in the thread.
  3. 3You stay in chargeAnything that reaches a customer, moves money or deletes data waits for your OK.
Works in
Slack and Microsoft Teams
Connects
Sign in to Salesforce once
Category
Sales & CRM
What it can do
60 Salesforce actions: 23 look things up, 37 make changes
Price
$100 in free credits, then pay per job

Wopie uses Salesforce with your other tools.

Ask for a result that needs more than one tool. Wopie pulls from Salesforce, checks the rest and hands back one finished answer.

Everything Wopie can do in Salesforce.

60 Salesforce actions, in plain words. You never pick them yourself: ask for the result and Wopie chooses. 23 only look things up. The rest make changes, inside the access you give it.

  • Add Contact to CampaignChanges

    Add a contact to a campaign as a campaign member.

  • Add Lead to CampaignChanges

    Add a lead to a campaign as a campaign member.

  • Convert SOAP XML object to JSONLooks up
  • Create AccountChanges

    Create a Salesforce account. Use Describe Object on Account to discover which fields your org requires before calling.

  • Create accountsChanges
  • Create AttachmentChanges

    Attach a file to an Salesforce record.

  • Create CampaignChanges

    Create a Salesforce marketing campaign.

  • Create caseChanges

    Create a Salesforce support case.

  • Create Case commentChanges

    Add a comment to an Salesforce case.

  • Create contactChanges
  • Create content NoteChanges

    Create an enhanced Salesforce content note.

  • Create CRM recordChanges

Safe in Salesforce by default.

  • Only what you share

    Wopie sees only what your Salesforce connection allows, and never more than the person who asked.

  • Asks before it acts

    Looking things up runs on its own. Anything that reaches a customer, moves money or deletes data waits for your OK.

  • Every step on record

    Each change it makes in Salesforce is logged, with who asked and who approved it.

How Wopie stays safe

From owners using it

What owners are saying.

  • “Wopie.ai has transformed how I run the agency. Enquiries, follow-ups and everyday admin are easier to stay on top of, freeing me to focus on our clients and growth. It's simple to use, and the entire operation now runs more smoothly.”

    Harcourts · Real estate

  • “Wopie.ai has genuinely changed how I run Aster Stayz. It saves me hours on everyday tasks, giving me more time to care for our guests and grow the business. It's simple to use and has made the entire operation feel far more manageable.”

    Aster Stayz · Short-term rentals

More Sales & CRM integrations.

Wopie works in 3,200+ apps, and can use several in one job.

Browse all integrations

Salesforce integration

Salesforce questions, answered.

It only sees what the person who asked can see in Salesforce.

Salesforce and its logo belong to their owner and are shown only to say the two work together.