AI tools that work with Salesforce
21 tools whose own site or docs describe an integration with Salesforce. Check the details with the vendor before you buy; integrations can differ by plan.
Apollo.io site ↗
AI sales platform combining B2B contact data, intelligence and outreach.
Best for: Building B2B prospect lists with emails and phone numbers for commercial lines · Price: See the vendor's pricing page · Works with: Salesforce, HubSpot
Birdeye site ↗
AI review management platform, with AI tools for listings and social for local businesses.
Best for: Agencies that want more Google reviews and AI review replies · Price: See the vendor's pricing page · Works with: AgencyZoom, EZLynx, Vertafore QQCatalyst, Salesforce, HubSpot, Zoho CRM, HighLevel (GoHighLevel)
Canva site ↗
Online design tool with AI features for social posts, flyers, presentations and video.
Best for: Quick social graphics, flyers and presentations without a designer · Price: Free plan stated on site; paid tiers on pricing page · Works with: Salesforce
Clay site ↗
Data enrichment and agentic workflow platform for building prospect lists and outreach plays.
Best for: Enriching and scoring commercial prospect lists at scale · Price: See the vendor's pricing page · Works with: Salesforce, HubSpot, Pipedrive, Microsoft Dynamics 365
CustomerIQ site ↗
AI assistant for insurance agencies: transcribes calls, writes notes and tasks into your AMS/CRM, sorts email (COIs, endorsements, renewals) and drafts replies and follow-ups.
Best for: P&C agencies that want call and email notes logged in the AMS automatically · Price: Free trial; $50–$89 per seat/mo · Works with: AgencyZoom, EZLynx, Vertafore QQCatalyst, Vertafore AMS360, Momentum (NowCerts), Salesforce, HubSpot, Redtail
Docsumo site ↗
AI document extraction for forms such as ACORD forms and bank statements.
Best for: Pulling data out of ACORD forms and other documents · Price: Free trial of 1,000 pages (per site); plans on pricing page · Works with: Salesforce
Fathom site ↗
Records, transcribes and summarizes Zoom, Meet and Teams calls with CRM updates.
Best for: Free, accurate notes and summaries from Zoom, Meet and Teams calls · Price: Free for individuals; teams $15–$34 per user/mo · Works with: Salesforce, HubSpot
Fireflies.ai site ↗
AI notetaker that records, transcribes and syncs meeting notes to your CRM.
Best for: Recording and searching every client meeting · Price: Free plan; $10–$29 per seat/mo · Works with: Salesforce, HubSpot
Global Relay site ↗
Compliant communications archiving, messaging, supervision and eDiscovery.
Best for: Firms that must archive and supervise texts, email and chat · Price: Pricing by quote only Request pricing ↗ · Works with: Salesforce
Intercom Fin site ↗
AI customer service agent for chat, email and voice support.
Best for: Answering client questions in website chat and email automatically · Price: $0.99 per resolved conversation; Intercom helpdesk from $19 per seat/mo · Works with: Salesforce, HubSpot, Pipedrive
Jasper site ↗
AI marketing content platform with agents for end-to-end marketing workflows.
Best for: Marketing teams producing on-brand content at volume · Price: Pro $59–$69 per seat/mo; Business on request · Works with: Salesforce
Jump site ↗
AI assistant for financial advisors turning meetings and emails into notes and audit-ready records.
Best for: Financial advisors and life agents who want meeting notes pushed to the CRM · Price: $50–$100 per advisor/mo · Works with: Salesforce, HubSpot, Redtail, Wealthbox, Zoho CRM, Microsoft Dynamics 365
Liberate site ↗
Insurance AI agents automating service, claims and sales workflows.
Best for: Agencies and carriers automating service, claims and sales calls with AI agents · Price: Pricing by quote only Request pricing ↗ · Works with: EZLynx, Salesforce
Lusha site ↗
Verified B2B contact data with buying signals, also available inside ChatGPT/Claude via MCP.
Best for: Finding verified contact info for business owners and decision makers · Price: See the vendor's pricing page · Works with: Salesforce, HubSpot, Zoho CRM, Pipedrive
Otter.ai site ↗
AI meeting agent with real-time transcription, summaries and action items.
Best for: Live transcription and summaries for meetings and calls · Price: Free plan; paid $8.33–$30 per user/mo · Works with: Salesforce, HubSpot
Seamless.AI site ↗
AI-powered lead generation for verified B2B contacts, direct dials and emails.
Best for: Finding direct dials and emails for commercial prospects · Price: Pricing by quote only Request pricing ↗ · Works with: Salesforce, HubSpot, Zoho CRM, Pipedrive, Microsoft Dynamics 365
Smith.ai site ↗
AI and live receptionists for call answering, intake and scheduling.
Best for: Agencies that want AI plus live receptionists answering calls · Price: $300–$2,100/mo (30–300 calls) · Works with: Salesforce, HubSpot
tl;dv site ↗
AI meeting recorder and summarizer for Zoom, Google Meet and Teams.
Best for: Free meeting recording and summaries for Zoom, Meet and Teams · Price: See the vendor's site · Works with: Salesforce, HubSpot, Pipedrive
Ushur site ↗
Customer experience automation with inbound/outbound engagement and compliance built in.
Best for: Carriers and large agencies automating customer conversations · Price: Pricing by quote only Request pricing ↗ · Works with: Salesforce
Zocks site ↗
AI assistant for financial services: meeting prep, notes, onboarding and plans.
Best for: Financial advisors automating meeting prep, notes and follow-up · Price: $67–$220 per user/mo · Works with: Salesforce, HubSpot, Redtail, Wealthbox, Microsoft Dynamics 365
ZoomInfo site ↗
B2B data and AI GTM platform for prospecting and lead generation.
Best for: Larger teams prospecting businesses with deep company data · Price: Pricing by quote only Request pricing ↗ · Works with: Salesforce, HubSpot, Microsoft Dynamics 365
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