Turn Salesforce data into pipeline your team can trust
AiSDR connects to your Salesforce Reports, scores your accounts, and sends researched outreach across email and LinkedIn. Your Salesforce stays clean. Meetings get booked and your team focuses on closing.
Booked with Enterprises
Double-digit response rate
First Meetings <14 Days
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Where AiSDR works alongside Salesforce
How it works
Connect your Reports. Define your criteria. Go live this week.
Connect Salesforce
Authorize AiSDR and select the Contact or Account Reports you want to run campaigns from. Add your suppression list. The whole setup takes one sitting.
AI builds context per lead
AiSDR reads your Contacts, Accounts, and Activity history from your connected Reports and runs live web research on every prospect. What’s in your CRM becomes the starting point. What’s on the web fills in the rest.
Watch outreach run
Your highest-scoring accounts get reached first with researched emails and LinkedIn messages. AiSDR manages every reply and objection from there until a meeting is on the calendar.
Everything you need to book meetings from Salesforce
AiSDR’s Salesforce integration runs deeper than a bidirectional contact sync. Every feature is built to keep outreach credible, on brand, and tied to how your team operates
2-way Salesforce sync
Every email sent, reply received, and meeting booked gets recorded on the Contact and Account timelines automatically. No one on your team updates Salesforce by hand. The full picture is already there when they need it.
Personalized sequences
Templates don’t book meetings. AiSDR writes each message from scratch using the prospect’s Salesforce Contact data, Account history, and live web research. The result reads like a salesperson who actually did their homework.
Lead scoring & prioritization
AiSDR runs a scoring pass on every Contact and Account, ranks them by genuine buying signals, and brings the best opportunities forward. Accounts that don’t fit your ICP never make it into a sequence.
Activity-based triggers
Define qualifying criteria inside a connected Salesforce Report and AiSDR picks up matching Contacts every time the Report updates. Change the Report logic and the audience changes with it. You control the trigger.
Multi-channel outreach
Email and LinkedIn move in lockstep through one workflow. Wherever a prospect engages, the conversation stays coherent.
Performance analytics
Your AiSDR dashboard shows reply rates, positive reply rates, and meetings booked in one view. Everything syncs to Salesforce so your team gets the full picture without maintaining a separate reporting stack.
What you only get with AiSDR
AiSDR consolidates all available signals from a connected Salesforce Contact into a single field that the AI references when composing each message. That includes Activity history, Account context, Report columns, and custom data. Messages read like your team prepared for the conversation, because the AI did.
- Every personalization point flows into a single Salesforce Contact field
- Zero field-count limits, so no trade-offs between depth and breadth
- AiSDR references the full context when creating every email and DM
- Optional daily refresh keeps the data current
Point AiSDR at any Salesforce Contact or Account Report and tell it what you’re watching for: job changes, funding rounds, new tool adoption, or any other trigger. AiSDR mirrors the Report inside your campaign, adds qualifying contacts as they land in the Report, and frequently syncs so no fit account slips through.
- Connect any public Contact or Account Report
- AiSDR builds a corresponding mirrored list
- New matching records get added automatically
- Frequent syncs catch accounts that newly qualify
Sort through thousands of Salesforce accounts in minutes. Define 1-4 criteria that match your ICP (or use predefined criteria to get started faster) and AiSDR scores every account against them using live web research. Each account gets a fit percentage and the reasoning behind it. Results sync to Salesforce as custom fields and Notes, so your team can filter by score and start where the opportunity is highest.
- Score against 1-4 custom criteria
- Each account gets a fit percentage and the reason
- Results sync to Salesforce as custom fields and Notes
- Score one Account or a full Report in a single run
Decide which Contacts earn a spot in Salesforce based on how they respond to AiSDR. Push everyone in a campaign, only Contacts AiSDR reached, only replies, or only positive responses. Your CRM stays populated with records that matter and doesn’t fill up with contacts who never engaged.
- Choose the engagement threshold per campaign
- Sync every AiSDR-sourced Contact to Salesforce
- Filter or report on AiSDR-engaged Contacts natively in Salesforce
- Get full attribution without CRM clutter
Turn your list of target accounts into people you can actually book meetings with. Define the roles and personas you want to reach and AiSDR finds the right buyers inside each account, fills in their contact details, and syncs them straight into Salesforce as your target accounts hire and grow.
- Find buyers by job title inside target accounts
- Choose AI People Search or manual targeting filters
- Auto-sync new Contacts into Salesforce
Built for complex sales operations
Trusted by top revenue teams
Frequently Asked Questions
Does AiSDR sync with Salesforce in both directions?
Yes. AiSDR writes each sent email and received reply onto the Contact and Account timelines automatically. Booked meetings post there too. No one on your team updates records by hand, so the full picture is already in Salesforce when they need it.
How does AiSDR decide which accounts to contact first?
AiSDR scores every Contact and Account against your ICP using live web research. You define one to four criteria, and each account comes back with a fit percentage and the reasoning behind it. Your highest-scoring accounts get reached first. Accounts that don’t fit never enter a sequence.
Is there a limit to lists/contacts I can process?
There’s no limit to the lists and contacts you can process and assign to campaigns. Your only limit is the number of emails you can send each month.
How does AiSDR personalize messages using my Salesforce data?
AiSDR consolidates every available signal from a connected Contact into a single Salesforce field that the AI references when it writes. An optional daily refresh keeps the data current. Each message reads like your team prepared for the conversation.
Can AiSDR react to buying signals like funding rounds or job changes?
Yes. Point AiSDR at any Salesforce Report and tell it what to watch for, such as a funding round or a champion moving to a new company. AiSDR mirrors that Report inside your campaign and adds qualifying contacts as they land. Frequent syncs mean no fit account slips through.
Which contacts get written back to Salesforce?
You set the threshold for each campaign. At the broadest setting, every contact AiSDR reached syncs over. At the tightest, only positive replies do. Your CRM fills with records that matter rather than contacts who never engaged.
I’m missing lead data. Will AiSDR help fill it in?
Absolutely! Whenever you sync a list from Salesforce sales enablement tools to AiSDR, you can have AiSDR automatically enrich leads and fill in any missing gaps in the data. By default, we fill in the fields Company name, Company website, Industry, Location, Job Title, and LinkedIn.
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