Kestrel
Salesforce
Trigger on record changes, enrich from email and notes, and route leads by the rules you write in plain English.
What you can do
Route inbound leads by territory, size and intent, enrich accounts from public sources and your own email, and keep opportunity fields current from call notes. Changes above a threshold wait for a person.
Setup
Connect with OAuth using a dedicated integration user. Object and field access follow that user's permissions, so your admin stays in control.
Category
CRM
Auth
OAuth, scoped
Setup time
About two minutes
Available on
All plans
Give your team back the busywork.
Set up in an afternoon. Free for 14 days, no credit card, cancel anytime.