Salesforce, in plain language.

Your reps update Salesforce from WhatsApp, by text or voice note. Pipeline stays clean, data stays fresh, no tab to open.

Connect Salesforce See an example

What Meir does with Salesforce

Create an opportunity
"Add an Acme opportunity, $58k, stage Negotiation, close end of May" → created and linked to the account automatically.
Update a lead
"Lead Bertrand qualified, budget validated Q2, follow up May 14" → stage, notes and task in one sentence.
Query the pipeline
"What deals over $50k close this month?" → filtered list, amounts, owners, in 3 seconds.
Summarize and export
"Recap my last 3 closed deals and email the board" → query + markdown + email sent.
Voice note → CRM
Speak 20 seconds from the car, Whisper transcribes, Meir creates or updates the matching Salesforce record.
Multi-step cross-tool
Salesforce + Gmail + Calendar in one request: create the record, schedule the meeting, send confirmation.

Examples

Real examples

Here's how your team talks to Meir day-to-day.

You

Create an Acme Industrial opportunity, $80k, stage Negotiation, close May 30, owner me.

Meir

Opportunity created in Salesforce. ID #006XX-71290. Linked to the existing Acme Industrial account, close date noted.

You

What are my 5 hottest open deals?

Meir

Top 5 by amount × probability: Acme ($80k · 80%), Volta ($66k · 70%), Hexa ($48k · 75%), Forme ($40k · 90%), Paragon ($32k · 60%). Weighted total: $196k.

You

Lead Sophie Martin from Nordwell: qualified, says she wants a demo next week.

Meir

Lead updated: stage Qualified. Note added. Task created: send a demo slot within 48h.

Who uses Meir AI for Salesforce

Four roles, one channel: WhatsApp.

Head of Sales

Sync pipeline live in meetings without opening Salesforce, ask for numbers on the fly.

Field rep

Update leads between meetings, by voice note, from the car.

Founder / CEO

Ask for a pipeline recap, follow hot deals, send a board report.

Sales Ops

Verify data hygiene, automate exports to Airtable or Slack.

Setup

Connect in 2 minutes

OAuth 2.0 secure, your data stays in Salesforce.

01Click "Connect Salesforce" from your Meir AI dashboard.
02Sign in with a Salesforce admin account (sandbox or production).
03Pick the objects to expose (Account, Contact, Opportunity, Lead, Task...).
04That's it. Message Meir on WhatsApp — it queries Salesforce in real time.

Salesforce + Meir AI FAQ

Which Salesforce objects are supported?

Account, Contact, Lead, Opportunity, Task, Event, Case, and any custom object exposed via REST API. Meir AI reads your instance schema to discover custom fields automatically.

Is my Salesforce data stored at Meir?

No. Meir AI queries Salesforce in real time via OAuth 2.0. No replication or storage of your business data. Only conversational history is kept, encrypted and tenant-isolated.

Compatible with Sales Cloud, Service Cloud, Marketing Cloud?

Yes for Sales Cloud and Service Cloud (standard and custom objects). Marketing Cloud is on the Q3 2026 roadmap.

What about Salesforce permissions?

Meir AI strictly respects the connected user's permissions. If a rep can't access an account, Meir doesn't see it either.

What if Meir creates a wrong record?

Before any create or update, Meir confirms in WhatsApp. Every action is logged and reversible via the audit trail.