Pipeline · demo data
CRM sync
Every enriched, AI-qualified CC&Co. enquiry is written into Salesforce with call logs, scores and stage updates.
Records synced
29
Accounts, contacts, opportunities
Awaiting sync
17
Missing a required field
Conflicts
4
Need manual resolution
Sync health
58%
99.1% API success
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 |
Sync log
50 records — filter by status, search, or expand for conflict detail
Havenpay Priya Deshmukh · Pune | Synced | SF-40131 | 18 | 20699d ago | ||
Sentinel Health Vikram Iyer · Thane | Synced | SF-40125 | 64 | 20699d ago | ||
Northloop Fintech Aparna Raghavan · Pune | Synced | SF-40122 | 24 | 20699d ago | ||
Slate Capital Arjun Mehta · Mumbai | Conflict | SF-40130 | 4 | 20699d ago | ||
Kite & Co Legal Rohit Sabharwal · Nashik | Synced | SF-40119 | 5 | 20699d ago | ||
Brightfold Studios Neha Kulkarni · Mumbai | Pending | — | 3 | 20699d ago | ||
Tessellate Cloud Ravi Anand · Thane | Synced | SF-40127 | 42 | 20699d ago | ||
Ordermesh Karthik Menon · Pune | Pending | — | 4 | 20699d ago | ||
Lumen Robotics Fatima Sheikh · Pune | Pending | — | 9 | 20699d ago | ||
Peppercorn Foods Divya Nair · Pune | Pending | — | 2 | 20699d ago | ||
Quantile Labs Shreya Balan · Pune | Synced | SF-40153 | 13 | 20699d ago | ||
Verge Mobility Nikhil Bhatt · Kolhapur | Synced | SF-40154 | 44 | 20699d ago |
Sync timeline
Agent writes and reconciles
- 20699d ago
Enrichment Agent · Enriched enquiry
Sentinel Health · 64 seats · pre-IPO signals found
- 20699d ago
Aiera Voice · Qualified call
Northloop Fintech tour booked for Thursday 11:30am
- 20699d ago
WhatsApp Agent · Sent follow-up
Brightfold Studios · missed call recovery sequence
- 20699d ago
CRM Sync · Pushed record
Havenpay synced to Salesforce as SF-40131
- 20699d ago
Insight Agent · New insight
Parking ratio blocks Hinjawadi enterprise deals (6 calls)
- 20699d ago
Marketing Agent · Drafted creative
Thane GCC Launchpad · ad copy sent for review
- 20699d ago
Spend Agent · Budget advice
Recommended cutting Flex Desk Day Pass spend by ₹1.4L
- 20699d ago
Aiera Sense · Competitor alert
Rival opened 1,40 seats at Thane Majiwada
- 20699d ago
Enrichment Agent · Enriched enquiry
Zenith GCC India · 84 seats · India entity registered last month
- 20699d ago
Aiera Voice · Qualified call
Quantile Labs · 19 seats · tour held for Thursday
- 20699d ago
Aiera Voice · Escalated to human
Fold Payments named a competitor quote, handed to Meghna S. in 24 seconds
- 20699d ago
WhatsApp Agent · Sent sequence
Kolhapur recovery nudge sent to 46 dormant Shahupuri enquiries
- 20699d ago
CRM Sync · Pushed record
Orbit Semiconductors synced to Salesforce as SF-40158
- 20699d ago
CRM Sync · Resolved conflict
Duplicate Lattice Insurance record merged, activity history preserved
- 20699d ago
Insight Agent · New insight
Fit-out timeline now beats price in enterprise calls (12 calls)
- 20699d ago
Insight Agent · Pattern confirmed
Phased ramps requested in 9 of 10 large asks this fortnight
- 20699d ago
Marketing Agent · Drafted creative
Kolhapur Recovery Push · four assets sent for review
- 20699d ago
Marketing Agent · Localised copy
Pune GCC Corridor ad set translated to Marathi variant
- 20699d ago
Spend Agent · Budget move
Shifted ₹1.8L from Bandra Kurla Complex Value Story to Kolhapur Recovery Push
- 20699d ago
Spend Agent · Flagged waste
Powai Studio Spaces marked cut, ₹1.2L freed
- 20700d ago
Aiera Sense · Competitor alert
Rival announced 3,2 seats in Kolhapur
- 20700d ago
Aiera Sense · Brand mention
Kharadi community team named in six new five-star reviews
- 20700d ago
Pipeline Agent · Stage moved
Trellis Cloud advanced to Negotiation, 36 seats
- 20700d ago
Pipeline Agent · Stalled deal
Bluewave Gaming untouched for 9 days, owner notified
- 20700d ago
Renewal Agent · Expansion signal
Helix Analytics crossed 92% desk utilisation for three weeks
- 20700d ago
Renewal Agent · Risk flag
Copperleaf Legal stated contraction on a call despite a healthy rating
- 20700d ago
Tour Agent · Tour booked
Skyloom Aerospace · CC&Co. Ghodbunder Road · Wednesday 10:00am
- 20700d ago
Tour Agent · No-show recovery
Marigold Retail rebooked after a missed Friday slot
- 20700d ago
Compliance Agent · DND scrub
1,284 numbers checked against the national registry before dialling
- 20700d ago
Compliance Agent · Window enforced
Nine queued calls held back to the next permitted calling window
- 20700d ago
Occupancy Agent · Forecast update
Kolhapur 90-day forecast revised up 2.5 points on the recovery campaign
- 20700d ago
Occupancy Agent · Alert
Sitabuldi occupancy fell below 75%, review scheduled
- 20700d ago
Broker Agent · Channel update
Two Nashik brokers reported below-market competitor quotes
- 20700d ago
Concierge Agent · Ticket resolved
Powai HVAC complaint closed in 41 minutes, member notified