Account Research Brief Before Every Call
Ask the agent for a pre-call brief on any Account. It pulls Salesforce history, opens Contacts, recent cases, and combines it with live web research into a one-page summary.
Conversation example
I have a call with Cascade Energy in 20 minutes. Give me a brief.
Pulling the Cascade Energy Account from Salesforce and running fresh research...
Cascade Energy — Call Brief Account owner: Priya Shah Industry: Renewable Energy | HQ: Denver, CO | Employees: ~420 Open Opportunity: - 'Cascade — Grid Automation Platform' — $210k, Stage: Proposal/Price Quote (41 days, flagged at risk) - Last activity: Email sent 9 days ago Key Contacts: - Erin Walsh — CTO (decision maker, 3 meetings logged) - Miguel Torres — Director of Ops (champion, attended demo) - Kim Bradley — Procurement (new, no touchpoints) Recent Cases: 1 open case on the existing Cascade Lite trial (API timeouts — resolved yesterday). Live research: - Announced $40M Series B on April 2 - Hiring 3 platform engineers (likely budget signal) - CEO on a podcast last week: 'scaling grid software is our #1 priority' Suggested opening: Reference the Series B and ask how their infra priorities shifted post-raise. Pivot to closing the Proposal.
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Closed Won Celebrations on WhatsApp
Every time a Salesforce Opportunity flips to Closed Won, a Flow fires a webhook to LunoGen. The agent pulls the full deal detail and posts a celebration to your team's WhatsApp group.
Update Salesforce Opportunities from WhatsApp
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Automatic Salesforce Lead Enrichment
When a new Lead lands in Salesforce, the agent pulls firmographics, tech stack, and recent news from public sources and writes it back to the Lead record with suggested talking points.
Daily Salesforce Pipeline Report on WhatsApp
Every morning the agent runs a SOQL query against your pipeline, flags stuck Opportunities, highlights movement, and delivers a founder-friendly summary to WhatsApp.
Log WhatsApp Calls as Salesforce Tasks
Every WhatsApp conversation with a prospect or customer is automatically summarized and logged to the matching Salesforce Contact and Opportunity as a Task — so your activity history is always complete.
Deploy this in minutes
Create a LunoGen agent, connect Salesforce, and start running this workflow from WhatsApp today.