Bring customer conversations from Salesforce into Follow-Up Companion.
Follow-Up Companion can be configured around the Salesforce records your organization already uses — including authorized conversation records, leads, and opportunities — to surface stalled intent, give people the right context, and support a respectful next action.
Custom integration, scoped to your Salesforce org. Contact us to assess fit and define a pilot.
From existing records to a considered next action.
- Salesforce records
- Follow-Up Companion
- Grounded recommendation + human action
The data model, record scope, access controls, and workflow are confirmed with each organization.
Your CRM holds the records. Your team still needs to know what comes next.
A customer question can remain unanswered even when the record is in Salesforce. A promising lead can go quiet. An opportunity can stall without a clear next step. The proposed integration brings those signals into Follow-Up Companion’s attention workflow, so people can review the context and decide what to do.
Start with the data you already have.
The integration is designed around your Salesforce data model, not a mandatory conversation object. Discovery identifies the objects, fields and relationships that contain useful customer and commercial context. We then define what to ingest, how to interpret it and which situations should be surfaced.
Conversation records
Customer messages, activity notes and conversation history held in eligible standard or custom objects. Message content, author/direction, timestamps and conversation links are assessed during scoping.
Leads and opportunities
Ownership, status, stage, activity and commercial context that can help identify a missing next step or an unresolved situation.
Your custom data model
Custom objects and relationships representing the way your business actually sells and serves customers. No assumption that everyone uses the same schema.
Compatibility depends on API availability, licensing, permissions, field access and usable source data. A lead or opportunity record does not automatically include the underlying conversation.
From Salesforce context to a clear next step.
- 01
Map the source.
Identify authorized objects, fields, relationships and the business situation to monitor.
- 02
Recognize the gap.
Use available conversation and record evidence to identify silence, an unanswered question or a missing next step.
- 03
Recommend, with context.
Surface a grounded suggestion and the evidence behind it for human review.
- 04
Act and learn.
Keep the person in control and agree how actions and outcomes will be observed during the pilot.
The aim is to recover warm opportunities without burning customer trust—not to maximize message volume.
Examples worth a closer look.
The unanswered buying question
A customer asks a relevant question, but no response is visible in the available conversation history. Surface the missing answer rather than another generic sales reminder.
The warm lead that went quiet
A prospect showed interest, then the conversation stopped. Bring back the relevant context before a person decides whether a follow-up is appropriate.
The opportunity without a next step
An open opportunity has useful context but no clear next action. Help the owner review the situation instead of treating every open record as a reason to send a message.
Illustration — not a live Salesforce connection
- Source
- Opportunity · “Sample Co — annual renewal” (synthetic)
- Observed situation
- Customer asked about delivery terms 9 days ago; no reply visible in the linked conversation.
- Why it deserves review
- An open buying question with no recorded answer and no next step on the record.
- Proposed next step
- Owner reviews the thread and answers the delivery question, if still relevant.
Remember the customer. Respect the relationship.
Follow-Up Companion is built around a simple idea: the customer should feel “They remembered me,” not “They want to sell me.” Any Salesforce pilot should preserve human review, explain why attention may be appropriate, and account for opt-outs, negative signals and repeated unanswered follow-ups. Sometimes the right recommendation is to wait or stop.
Integration scoping also covers authorized access, minimum necessary data, visibility, retention and deletion responsibilities. Missing context should remain missing—not be filled in with invented customer intent.
These are product principles and pilot requirements, not a claim of certified compliance or a completed security assessment of a Salesforce connector.
Frequently asked questions
Can you work with custom objects?
Can we start with leads or opportunities rather than conversation data?
Does it replace Salesforce or automatically contact customers?
Do I need Follow-Up Companion to hire you for Salesforce work?
Tell us how customer conversations live in your Salesforce org.
Share the business problem, the objects involved if you know them, and the outcome you want to improve. No Salesforce credentials or customer exports are needed for an initial conversation.