Watches Salesforce
Beagle keeps an eye on Salesforce. When an opportunity moves or an account goes quiet, it catches it and brings the context to your channel.
Beagle puts Salesforce to work from Slack and Microsoft Teams - reading what it needs, drafting the work, and waiting for your nod.
CRM records and pipeline.
With Salesforce connected, from day one.
Beagle keeps an eye on Salesforce. When an opportunity moves or an account goes quiet, it catches it and brings the context to your channel.
It can update the record and draft the follow-up - then waits for your nod before anything is saved or sent.
Ask "what's the state of our opportunities?" and Beagle answers from Salesforce and everything else it's connected to, in plain language.
Whole jobs Beagle runs with Salesforce - not just a single connection.
One teammate across both tools. No zap to build.
Yes. Connect Salesforce with OAuth and Beagle works with it from Slack and Microsoft Teams - reading what it needs, drafting the work, and asking before anything goes out.
Beagle watches Salesforce for when an opportunity moves or an account goes quiet, then update the record and draft the follow-up. You can also just ask it questions about your opportunities in plain language.
Every read is scoped to the teammate who asked - Beagle only sees what that person can already see in Salesforce - and nothing is sent or saved until you approve it.
No. Beagle is the teammate in the middle. You talk to it in plain language instead of building and maintaining Salesforce workflows by hand.
