works with
Salesforce + Doozy: AI CRM updates from meetings
Connect Salesforce and Doozy updates records, logs activities, and drafts follow-ups from your calls. You approve changes.
Connect Salesforce and Doozy updates records after every call — opportunity stages, activity logs, contact notes, and follow-up emails. Drafted from the actual conversation, not your memory. You approve every change.
Things you can ask
Sign up free and try these in DoozyWhat changes when you connect Salesforce
| Salesforce alone | Salesforce + Doozy | |
|---|---|---|
| Record updates | End-of-day chore | Done from the meeting recording |
| Activity logging | You forget | Automatic from your captures |
| Follow-ups | You write them | Drafted in your voice, you approve |
| Stale opportunities | Show up in reports too late | Flagged proactively by your agent |
| Forecasting | Based on outdated records | Based on records that are actually current |
How they work together
Salesforce stays your system of record. Doozy keeps it accurate — CRM updates after every call, follow-up emails drafted from the conversation, and proactive pipeline hygiene. Connected through Composio alongside 1,000+ other apps.
Frequently asked questions
Will it change opportunities without asking?
Only if you allow it. Approval gates are configurable per action.
Can it handle custom objects?
Your agent works through Salesforce's API via Composio. Custom objects are accessible.
Can it log calls automatically?
Yes. After a meeting capture, your agent logs the activity with notes from the conversation.
Does it work from my phone between calls?
Yes. Capture a voice note and your agent updates Salesforce from the recording.
Is this free?
Free forever for up to five people with BYO keys.
Can it log calls?
Yes. After a capture, activity logged with notes from the conversation.
Does it work from my phone?
Yes. Voice note on the walk back, agent updates Salesforce.
Can it handle custom objects?
Your agent works through Salesforce's API via Composio.