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Leverage Salesforce Integration with Hatz AI: Features and Tools Guide

The integration of Salesforce and Hatz AI unlocks a wealth of opportunities for users looking to supercharge their workflow with Salesforce features combined with the power of Hatz AI. Whether you're managing customer data, streamlining your marketing efforts, or automating lead capture processes, this fusion brings exceptional capabilities to your fingertips.

What is the Salesforce Integration?

The Salesforce integration allows users to connect and interact directly with Salesforce. It supports tools for managing accounts, contacts, leads, opportunities, and custom data queries. With Hatz AI now connected to this tool, you can automate tasks, gain predictive insights, and perform intelligent operations across your Salesforce data.

How Can a User Gain Access?

Each user on the Hatz platform is required to connect their individual Salesforce account through the secure integration setup detailed below, following Salesforce's authentication process.

This process ensures that the integration strictly complies with Salesforce’s security protocols while respecting the access permissions and rules assigned to each user’s account.

It’s important to note that the Hatz Salesforce integration will never exceed the access levels granted to the user within Salesforce, guaranteeing alignment with the platform’s governance policies. As a result, outcomes and available features may vary depending on each user’s specific permissions and authenticated access.

How to Connect to the Salesforce Integration

Navigate to the tool selector in Workflows or Chat
Find Salesforce - Click "Connect"
You will be brought to the Salesforce Integration Page
Click the "Connect to Salesforce" button on the
Login with your Salesforce Account to Authenticate
Allow Access

Usage Abilities:

1. Seamless Account Management

Create, fetch, update, or remove accounts in Salesforce directly from Hatz.
Manage and sync customer details across platforms with built-in automation powered by Hatz AI.
Utilize AI-based predictions for account scoring and optimization.

2. Advanced Campaign Management

Effortlessly create, monitor, and optimize campaigns stored in Salesforce.
Use Hatz AI to predict campaign performance and provide valuable insights for improving your outreach strategies.
Automate campaign updates and data syncing to keep marketing efforts aligned.

3. Contact Management at Scale

Easily manage all your customer contacts.
- Add, update, or delete contacts directly from your Salesforce integration.
Leverage Hatz AI for predictive insights, such as identifying high-priority contacts or predicting contact engagement likelihood.

4. Intelligent Lead Handling

Automatically capture, categorize, and prioritize leads with the Salesforce Tool
Hatz AI enables predictive lead scoring, helping you identify the most sales-ready leads.
Automate follow-ups and outreach processes using predefined workflows.

5. Opportunity Management

Create and update opportunities in Salesforce with ease.
Use AI-driven insights to analyze opportunity trends, forecast revenues, and optimize deal conversions.

6. Custom Data Queries with SOQL

Perform complex custom SQL-like queries (SOQL) to retrieve tailor-made Salesforce data sets.
Combine with Hatz AI to automate query insights and detect patterns across datasets.

7. Notes and Documentation

Add and retrieve notes to enrich Salesforce records with essential information.

8. Robust Reporting Tools

Access Salesforce reports directly
Use Hatz AI’s analysis features to draw actionable insights from your reports quickly and accurately.
Automate report summarization to save time on lengthy data reviews.

Why Use the Salesforce Integration with Hatz AI?

Connecting your Salesforce data to Hatz AI allows you to:

Reduce Time Spent on Manual Data Entry: Automate repetitive tasks like adding leads or updating accounts.
Drive Data-Driven Decisions: AI-powered analytics uncover actionable trends and patterns hidden in your Salesforce data.
Enhance Productivity: Use intelligent automation to handle workflows and focus your team on high-value activities like customer engagement.
Personalize Customer Experiences: Utilize AI to predict customer preferences and behaviors, enabling highly personalized interactions.
Streamline Operations: The seamless integration ensures all your Salesforce data is easily accessible and actionable within Composio.

Example Scenarios:

Scenario 1: Automated Lead Scoring

With the Salesforce tool, you can automatically capture leads from your campaigns and, using Hatz AI, assign a predictive score to each lead. This score helps sales teams focus on high-value opportunities, improving conversion rates and saving time.

Scenario 2: AI-Powered Campaign Optimization

Create and manage campaigns using the toolkit, then utilize Hatz AI to forecast campaign success. Use AI insights to optimize targeting, messaging, and channels for better returns.

Scenario 3: Personalized Customer Engagement

By syncing Salesforce contacts and accounts, Hatz AI can analyze customer behavior patterns and recommend personalized outreach methods. Deliver the right message, to the right customer, at the right time.

Salesforce & Hatz AI: Use Case List

This list outlines practical applications of the Hatz AI and Salesforce integration. It is categorized by the core features available through the tool, providing examples of direct Chat Prompts for quick, ad-hoc tasks and Workflow Automations for more structured, repeatable processes.

1. Account Management

Use Case	Description	Chat Prompt Example	Workflow for Automation
Quick Account Creation	Instantly create a new Salesforce account record from a conversation or a brief note without navigating through Salesforce screens.	`Create a new account for 'Innovate Solutions Ltd.' based in London. Set the industry to 'Technology'.`	New Client Onboarding Workflow: 1. Prompts user for new client's company name, key contact, and email. 2. Creates the Account record in Salesforce. 3. Creates the associated primary Contact record. 4. Adds a note to the new account: "Account created via Hatz AI onboarding."
Account Health Check	Get a quick, AI-powered summary of an account's status, including recent activities and open opportunities.	`Give me a summary of the 'Global Tech Inc.' account, including the value of their open opportunities.`	Weekly Key Account Review Workflow: 1. Fetches a predefined list of key accounts. 2. For each account, it retrieves recent activities, notes, and open opportunities. 3. Hatz AI generates a one-paragraph summary for each account, flagging any that lack recent activity. 4. Presents a consolidated report to the user.
Account Data Update	Update account information on the fly, such as a change in address, phone number, or company tier.	`Update the billing address for 'Innovate Solutions Ltd.' to '123 Business Park, London, E1 6AN'.`	Data Cleansing Workflow: 1. User provides a list of accounts and their updated information (e.g., from a spreadsheet). 2. The workflow iterates through the list, updating each corresponding account record in Salesforce.

2. Lead Handling & Scoring

Use Case	Description	Chat Prompt Example	Workflow for Automation
Rapid Lead Capture	Add new leads to Salesforce immediately after an interaction, such as a call or event.	`Create a new lead: Sam Jones from 'Startup Hub', email [email protected]. Lead source is 'Networking Event'.`	New Lead Processing Workflow: 1. User inputs lead details (name, company, email, source). 2. The workflow creates the lead in Salesforce. 3. Hatz AI analyzes the lead's title and company to generate a predictive score (e.g., A, B, C). 4. The workflow updates the lead record with this score and assigns a follow-up task to the user.
Lead Prioritization	Use AI to analyze and score a list of leads to identify which ones the sales team should focus on first.	`Analyze my new leads from the 'Q4 Webinar' campaign and give me a prioritized list based on their job titles and company size.`	Daily Lead Triage Workflow: 1. Runs a query to find all new, unassigned leads from the past 24 hours. 2. Hatz AI scores each lead based on criteria like industry, source, and title. 3. The workflow outputs a list of leads, sorted from highest to lowest score, for the sales manager to review and assign.

3. Opportunity Management

Use Case	Description	Chat Prompt Example	Workflow for Automation
Create and Update Deals	Create new opportunities or update existing ones as they progress through the sales pipeline.	`Create a new opportunity for 'Global Tech Inc.' named 'Annual Software Renewal'. Amount is $25,000 and the close date is end of this month.`	Deal Advancement Workflow: 1. Prompts the user for the Opportunity name. 2. Asks for the new stage (e.g., 'Proposal Sent', 'Negotiation'). 3. Updates the opportunity stage in Salesforce. 4. Adds a note with the date and details of the stage change.
Sales Pipeline Analysis	Get an AI-driven forecast or analysis of the current sales pipeline without running complex reports.	`Forecast the total revenue from all opportunities expected to close this quarter. Identify any deals that are at risk.`	End-of-Week Pipeline Summary Workflow: 1. Fetches all open opportunities. 2. Hatz AI summarizes the pipeline by stage, calculates the total value, and highlights the top 3 largest deals. 3. Generates a concise summary for the user or a sales team channel.

4. Contact Management

Use Case	Description	Chat Prompt Example	Workflow for Automation
Quick Contact Management	Add or find contact information without leaving the Hatz AI interface.	`Add a new contact for the 'Innovate Solutions Ltd.' account: Name: Maria Garcia, Email: [email protected], Title: CTO.`	Post-Meeting Contact Entry Workflow: 1. Prompts the user for the name, title, email, and company of a new contact they just met. 2. Searches Salesforce to see if the account exists. 3. Creates the new contact and associates it with the correct account.
Identify Key Stakeholders	Analyze contacts within an account to identify decision-makers or high-priority individuals.	`Who are the contacts at 'Global Tech Inc.' with 'Director' or 'VP' in their title?`	Key Stakeholder Mapping Workflow: 1. User provides an Account name. 2. The workflow queries all contacts associated with that account. 3. Hatz AI analyzes the job titles and flags potential decision-makers and influencers. 4. Presents a list of these key contacts to the user.

5. Reporting, Notes, and Custom Queries (SOQL)

Use Case	Description	Chat Prompt Example	Workflow for Automation
Report Summarization	Instantly get the key takeaways from a standard Salesforce report.	`Pull the "Leads by Source - Last 30 Days" report and summarize the top 3 sources and their conversion rates.`	Weekly Performance Briefing Workflow: 1. Fetches predefined Salesforce reports (e.g., 'Weekly Sales', 'New Cases'). 2. Hatz AI generates a bullet-point summary for each report. 3. Compiles the summaries into a single, easy-to-read briefing and presents it to the user.
Meeting Note Logging	Quickly add conversational notes to a record after a meeting or call.	`Add this note to the 'Annual Software Renewal' opportunity: "Client confirmed budget is approved. They need the final proposal by Friday."`	Meeting Debrief Workflow: 1. Prompts user for the Account/Opportunity name and their raw meeting notes. 2. Hatz AI cleans up, formats, and summarizes the notes. 3. Hatz AI identifies any action items (e.g., "send proposal"). 4. Adds the formatted summary to the Notes section in Salesforce and creates a follow-up task for the action item.
Natural Language Query	Ask complex questions about your data without writing any SOQL code.	`Show me all open opportunities in the 'Negotiation' stage that have not had any activity in the last 14 days.`	Stalled Deal Finder Workflow: 1. Executes a pre-built SOQL query to find all opportunities with no activity in X days. 2. Retrieves the opportunity owner and key details. 3. Presents a list of these stalled deals to the sales manager for follow-up.