Pipeline · demo data
CRM sync
Every enriched, AI-qualified WeWork India enquiry is written into Salesforce with call logs, scores and stage updates.
Records synced
33
Accounts, contacts, opportunities
Awaiting sync
17
Missing a required field
Sync health
66%
99.1% API success
Avg write latency
1.8s
Enquiry to CRM record
Connection
Salesforce Sales Cloud (sandbox)
Field mapping
Pilot fields to CRM objects
| Pilot field | CRM field | Note | |
|---|---|---|---|
| company | → | Account.Name | Created if no match on domain |
| full_name / phone / email | → | Contact | Deduped on phone |
| seats + requirement | → | Opportunity.Product_Interest__c | Drives deal size band |
| priority_score | → | Opportunity.AI_Score__c | Refreshed after every call |
| call summary + objections | → | Task (Call log) | Full transcript attached |
| stage | ↔ | Opportunity.StageName | Human stage changes flow back |
| owner | ← | Opportunity.OwnerId | CRM is source of truth |
Retry queue
17 enquiries not yet written to Salesforce
Granite GCC Services
Rohan Pathak · 174 seats · Gurugram
Copperleaf Legal
Sneha Kamath · 117 seats · Pune
Arbor Wealth
Sunita Menon · 41 seats · Mumbai
Lightkeep Media
Sara Mathew · 6 seats · Delhi
Bluestone Legal
Ipsita Das · 315 seats · Pune
Auralis AI
Harsh Vardhan · 438 seats · Bengaluru
Fold Payments
Aditya Rane · 10 seats · Gurugram
Ordermesh
Karthik Menon · 22 seats · Bengaluru
Brightfold Studios
Neha Kulkarni · 14 seats · Mumbai
Threadline Retail
Ananya Rao · 35 seats · Delhi
Sundial Pharma
Rakesh Pillai · 28 seats · Noida
Lumen Robotics
Fatima Sheikh · 45 seats · Bengaluru
Voltcurve Mobility
Sahil Arora · 18 seats · Chennai
Verdant Climate
Ishita Bose · 30 seats · Gurugram
Peppercorn Foods
Divya Nair · 8 seats · Bengaluru
Stonebridge Advisory
Kavya Reddy · 34 seats · Hyderabad
Ironclad Manufacturing
Aniket Sawant · 41 seats · Bengaluru
Recently synced
Latest CRM records
Sentinel Health
20698d ago
Corevault Security
20699d ago
Northloop Fintech
20698d ago
Verge Mobility
20698d ago
Wavelength Design
20699d ago
Peakform Sports
20699d ago
Sync timeline
Agent writes and reconciles
- 20698d ago
Enrichment Agent · Enriched enquiry
Sentinel Health · 320 seats · pre-IPO signals found
- 20698d ago
Aiera Voice · Qualified call
Northloop Fintech tour booked for Thursday 11:30am
- 20698d ago
WhatsApp Agent · Sent follow-up
Brightfold Studios · missed call recovery sequence
- 20698d ago
CRM Sync · Pushed record
Havenpay synced to Salesforce as SF-40131
- 20698d ago
Insight Agent · New insight
Parking ratio blocks ORR enterprise deals (6 calls)
- 20698d ago
Marketing Agent · Drafted creative
Hyderabad GCC Launchpad · ad copy sent for review
- 20698d ago
Spend Agent · Budget advice
Recommended cutting Flex Desk Day Pass spend by ₹1.4L
- 20698d ago
Aiera Sense · Competitor alert
Rival opened 1,200 seats at Hyderabad Financial District
- 20698d ago
Enrichment Agent · Enriched enquiry
Zenith GCC India · 420 seats · India entity registered last month
- 20698d ago
Aiera Voice · Qualified call
Quantile Labs · 96 seats · tour held for Thursday
- 20698d ago
Aiera Voice · Escalated to human
Fold Payments named a competitor quote, handed to Meghna S. in 24 seconds
- 20698d ago
WhatsApp Agent · Sent sequence
Chennai recovery nudge sent to 46 dormant Guindy enquiries
- 20698d ago
CRM Sync · Pushed record
Orbit Semiconductors synced to Salesforce as SF-40158
- 20698d ago
CRM Sync · Resolved conflict
Duplicate Lattice Insurance record merged, activity history preserved
- 20698d ago
Insight Agent · New insight
Fit-out timeline now beats price in enterprise calls (12 calls)
- 20698d ago
Insight Agent · Pattern confirmed
Phased ramps requested in 9 of 10 large asks this fortnight
- 20698d ago
Marketing Agent · Drafted creative
Chennai Recovery Push · four assets sent for review
- 20698d ago
Marketing Agent · Localised copy
Pune GCC Corridor ad set translated to Marathi variant
- 20698d ago
Spend Agent · Budget move
Shifted ₹1.8L from BKC Value Story to Chennai Recovery Push
- 20698d ago
Spend Agent · Flagged waste
Powai Studio Spaces marked cut, ₹1.2L freed
- 20699d ago
Aiera Sense · Competitor alert
Rival announced 3,000 seats in Chennai
- 20699d ago
Aiera Sense · Brand mention
Whitefield community team named in six new five-star reviews
- 20699d ago
Pipeline Agent · Stage moved
Trellis Cloud advanced to Negotiation, 180 seats
- 20699d ago
Pipeline Agent · Stalled deal
Bluewave Gaming untouched for 9 days, owner notified
- 20699d ago
Renewal Agent · Expansion signal
Helix Analytics crossed 92% desk utilisation for three weeks
- 20699d ago
Renewal Agent · Risk flag
Copperleaf Legal stated contraction on a call despite a healthy rating
- 20699d ago
Tour Agent · Tour booked
Skyloom Aerospace · Krishe Sapphire · Wednesday 10:00am
- 20699d ago
Tour Agent · No-show recovery
Marigold Retail rebooked after a missed Friday slot
- 20699d ago
Compliance Agent · DND scrub
1,284 numbers checked against the national registry before dialling
- 20699d ago
Compliance Agent · Window enforced
Nine queued calls held back to the next permitted calling window
- 20699d ago
Occupancy Agent · Forecast update
Chennai 90-day forecast revised up 2.5 points on the recovery campaign
- 20699d ago
Occupancy Agent · Alert
Connaught Place occupancy fell below 75%, review scheduled
- 20699d ago
Broker Agent · Channel update
Two Gurugram brokers reported below-market competitor quotes
- 20699d ago
Concierge Agent · Ticket resolved
Powai HVAC complaint closed in 41 minutes, member notified