Salesforce

Qualifier.ai + Salesforce

From cold outreach to Salesforce pipeline

Qai finds and contacts new prospects, and everyone who shows interest lands in Salesforce with full context. No copy-pasting between tools.

How it connects

1

Connect your Salesforce org

Authorize the connection in a few clicks. Qualifier respects your permission model and works alongside your existing setup.

2

Choose how records are created

Decide whether interested prospects become leads or contacts, and how they map to campaigns and owners.

3

Prospects sync with full history

When a prospect responds, the record appears in Salesforce with the conversation context your sales team needs to close.

What syncs automatically

Interested prospects created as leads or contacts

Existing records detected, no duplicate outreach

Outreach activity logged on the record

Replies and meeting bookings visible to the team

Pipeline stays clean without manual entry

Frequently asked questions

Will Qualifier contact companies we already work with?

No. Qai checks prospects against your Salesforce data before outreach, so existing customers and open opportunities are excluded automatically.

Do we control what gets written to Salesforce?

Yes. You choose what syncs and when, from only-interested-prospects to full activity logging.

Do we need a Salesforce administrator to set it up?

Setup is a guided authorization that takes minutes. An admin may need to approve the connection depending on how your org's permissions are configured.

Ready to automate your outbound?

Tell Qai who you want to reach, or book a demo with our team.

More than a tool: regular strategy sessions to help you get results.