Salesforce automation without waiting on your admin
AI agents update Salesforce from calls, email, and your other tools, following your rules. No Flow builder, no Apex, no ticket in the admin queue.
What Salesforce teams hand off to Woodrow
The updates, checks, and cleanup that would otherwise need a Flow, a script, or a rep with a spare afternoon. Each agent follows your rules, pauses for review where you decide, and keeps a record of every run.
CallsOpportunities updated from the callReads each call and updates stage, next step, and contact roles on the matching Salesforce opportunity.→
RoutingCustomer demo requests go to their account managerEach demo request is checked against your customer list. Existing customers skip the SDR and land with their account manager, renewal date attached.→
PipelineOpportunities with no next meeting bookedChecks every open opportunity against your reps' calendars each Monday. Anything with nothing booked in 14 days goes to the rep, and the manager gets the roll-up.→HygieneRequired fields filled before the forecast callFinds opportunities missing close dates, amounts, or next steps before the forecast meeting and asks each owner to fill them in.→
EnrichmentNew leads enriched and matched to accountsEnriches each new lead and matches it to an existing account by domain, so it never turns into a duplicate.→
CallsPromises made on calls, kept within 48 hours"I'll send the security doc" gets pulled from the call and checked against sent email. The rep gets a nudge if it hasn't gone out.Built in 15 minutes. Still running next quarter.
Woodrow works like an engineer behind the scenes, building, running, and improving your agents, so you don't have to.
Salesforce renamed the Next Step field on opportunities. I remapped the field and re-ran yesterday's calls to verify. Would you like to save this update?
Works with the tools your team already uses
Woodrow connects to your CRM, call notetaker, calendar, and billing tools, and can reach tools even when APIs fall short or don't exist.
+ Apollo, ZoomInfo, Gong, Avoma, PandaDoc, Zoom, and any other tool your team uses.
Browse all integrations→Your data stays yours
Woodrow is SOC 2 Type II compliant, with encryption and strict access controls. Your information is never used to train models.
transit encryption
PII masking
encryption at rest
data isolation
access controls
tool whitelisting
compliance audit
training
Common questions
No. You describe what you want in plain English, connect Salesforce, and decide which fields each agent can change.
Under 15 minutes for most checks. Pick a template or describe what you want, connect your tools, and answer a few questions about your rules. There's no implementation project, no onboarding call, and no consultant.
Only where you decide. Agents can work on their own, pause for review, or wait for approval. Most teams start with drafts going to the rep.
Yes. Woodrow connects to Gong, Avoma, Granola, and Zoom, so agents can read the transcripts your team already records.
Flow works well for rules that never change. Most sales chores involve reading a call, checking another tool, or making a judgment call, which Flow can't do. Woodrow handles those steps and writes the result back to Salesforce.
You can, and plenty of teams start there. The hard part is week twelve: a field gets renamed, an API changes, and a homemade script breaks without telling anyone. When something changes, Woodrow fixes the workflow itself, re-runs recent work to confirm the fix, and asks you to approve it. Nobody has to dig through code someone else wrote.
Woodrow is SOC 2 Type II compliant, encrypts data in transit and at rest, and masks PII by default. Your data is never used to train models.
Hand off the chore you did
by hand this morning.
by hand this morning.