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AI Follow-Up Engine for Salesforce

Quiet Salesforce leads and stalled opportunities get follow-ups drawn from activity history, with every touch recorded in your org.

Opportunities stall in Salesforce for weeks while reps chase the newest deals. This edition connects to your org, reads activity history across leads, contacts, accounts and opportunities, and follows up with buyers who stopped responding, using what was actually discussed. Every touch and outcome is recorded back in Salesforce, so pipeline reviews reflect what really happened.

Stalled opportunities and quiet leads found across your Salesforce org
Follow-ups drawn from real activity history, not templates
Every touch recorded as Salesforce tasks and activity

$5,400 20–30 working days Optional maintenance $270/mo

Choose delivery and add to cart Talk to an expert

Interlocking gears over stacked deal cards and a chain link, showing stalled opportunities reconnected to their history.

What it is

AI Follow-Up Engine for Salesforce connects to your org through a connected app and reads leads, contacts, accounts, opportunities, tasks and activity history to spot buyers who stopped responding. It drafts each follow-up from that history and records the result in Salesforce. Approval rules decide what sends on its own.

Why businesses buy it

In a busy Salesforce org, the pipeline report says a deal is alive when the buyer stopped replying a month ago. Reps rarely have time to work back through activity history, so follow-up becomes inconsistent and forecasts drift. This edition makes follow-up systematic, reads the real context first and keeps your org's data honest. The written scope covers the connected app, the object and field mapping and the workflows before you order, which gives your Salesforce admin a clear brief from day one.

Problems this solves

Opportunities go quiet and stay open long past their close date

Through a connected app, the engine reads opportunities, tasks and activity history to spot buyers who stopped responding. It drafts a follow-up from that history and logs the result in Salesforce.

Reps skip follow-up tasks when their week gets busy

Routine follow-ups are handled for them. Approval rules decide what sends on its own and what waits for a rep. Every message is recorded on the right lead or opportunity.

Activity history is patchy, so forecasts rely on guesswork

Each follow-up and outcome is written back to Salesforce. Managers see real activity on every opportunity instead of relying on what reps remember to log.

Admins need control over what an outside tool can change

Your admin agrees a documented field mapping before launch. Access runs through user invites or keys you control, and testing happens on sandbox or test records first.

Scope card SKU UPM-N0018

AI Follow-Up Engine for Salesforce

Everything this build includes, written down before you pay. Choose a delivery speed and any add-ons, then add it to your cart.

$5,400 one-time build price

1. Choose your delivery speed

Standard 20–30 working days $5,400 Express 15–25 working days $6,200 Rush 10–20 working days $7,000

Delivery times are in working days (Monday to Friday) and start once your intake is complete. They can extend because of national or public holidays, technical issues outside our control (such as platform outages, third-party changes, account approvals or access delays), or natural disasters and other events beyond our control. If a delay happens, we tell you in writing with a new date.

What is included

Channel: 1 channel
Integrations: Salesforce (two-way, agreed field mapping) + up to 1 more system
Knowledge: Up to 100 documents
Workflows: Up to 6 workflows with your approval rules
Languages: 1
Testing: 50 documented test scenarios
Revisions: 2 rounds
Handoff: 1 × 60-min handoff session (recorded)
Support: 30 days after launch

A good fit if

Leads and opportunities in Salesforce go quiet after discovery, and nobody owns re-engaging them.

Your team logs calls and emails as activity history, so there is a real record to write from.

You want follow-ups to respect opportunity stage and account ownership rather than reaching every open lead the same way.

A Salesforce admin can create a connected app with an API-enabled user and join a 30-minute setup call.

Not the right fit if

Your team works in HubSpot. See AI Follow-Up Engine for HubSpot.

You need Salesforce records kept current from emails and calls. See AI CRM Assistant for Salesforce.

You want at-risk opportunities flagged for managers rather than chased. See AI Pipeline Intelligence for Salesforce.

You depend on custom Salesforce objects outside the agreed mapping. Add Custom API or Webhook Integration, or ask for a Change Quote.

How it works

Field mapping is agreed first. On a 30-minute call with your Salesforce admin we fix which lead, contact, account and opportunity fields are read and which the engine may write.
A daily check compares each open lead and opportunity with the silence rule for its stage, using the latest activity date.
Activity history and tasks supply the context, so the follow-up refers to the last call, email or commitment on that record.
Account and opportunity owners stay in control. Drafts outside your approval rules wait for the owner Salesforce lists.
Each follow-up and response is written back to Salesforce against the lead or opportunity, keeping activity history whole.
Before launch, 50 documented scenarios run against sandbox or test records in your org.

What you provide within 72 hours

Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.

A Salesforce connected app with an API-enabled user.
Your Salesforce admin for a 30-minute setup call.
Qualification criteria and your ideal customer profile.
Sales playbook or sample emails, and ten real buyer conversations.
The approver for follow-ups your rules do not cover.
Access to any second connected system.
One decision-maker for approvals.
An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.

The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.

Timeline

Start Intake verified, Salesforce mapping call completed.

Weeks 1–2 Follow-up logic built around your lead and opportunity stages.

Week 3 Two-way Salesforce sync and write-back configured and tested.

Weeks 3–4 50 scenarios run on sandbox or test records.

Week 4 Your review, then two rounds of changes.

Go-live Live in your org, recorded handoff, 30 days of support.

Delivery options, in working days (Monday to Friday) from completed intake. They can extend because of national or public holidays, technical issues outside our control (such as platform outages, third-party changes, account approvals or access delays), or natural disasters and other events beyond our control. If a delay happens, we tell you in writing with a new date.
Option	Delivery time	Price
Standard	20–30 working days	$5,400
Express	15–25 working days	$6,200
Rush	10–20 working days	$7,000

What you receive at handover

The engine configured and connected to your Salesforce org, plus up to one more system
A documented Salesforce field mapping approved by your admin
Access through user invites or keys you control (no keys sent by email)
A test report from your sandbox or test records
Admin guide, recorded 60-minute handoff session and 30 days of support

Expected benefits and how to measure them

Can recover opportunities that would otherwise be closed as lost through silence.
Gives managers a fuller activity history to forecast from.

Open opportunities with no recent activity: Run a Salesforce report filtered on last activity date. Compare the count before launch with the same report a month after.
Responses to follow-ups: Count responses logged against engine follow-ups, and compare with manual follow-ups over a matching period before launch.
Stalled opportunities progressing: Use opportunity stage history to count previously quiet opportunities that moved stage, before and after launch.

Before you start: Run and save a report of open opportunities with no activity in your chosen window. Note how many passed their close date.

These are things to track, not promised results. Outcomes depend on your data, your team and your market.

Running costs

The build price is one-time. Running costs are roughly $50 to $250 a month for AI model usage and hosting in your own accounts, on top of your Salesforce licenses, which stay unchanged. Salesforce licenses or plan upgrades are outside this build.

Usage during the build and testing is billed to your accounts as well.

Ask about running costs

Custom requirements

Custom Salesforce objects beyond the agreed mapping, extra channels or more than six workflows are quoted separately. Note them at checkout for a written Change Quote.

Request a custom version

Keep it running

For this edition, monthly maintenance covers monitoring, fixes and change hours, useful when Salesforce fields, stages or validation rules change.

$270/mo (5% of the build price a month, includes 2 change hours)

Optional. Starts after the post-launch support period. Cancel any month.

How maintenance works

How this compares

	Do it yourself with a SaaS tool	Hire a custom agency	Upmark Labs
Price	An engagement add-on bills per user each month	A Salesforce consultancy quotes per project phase	Ours is one fixed price, shown before you buy
Data used	Relies on its own sequence data	Depends on the build	Ours reads activity history, tasks and opportunity stage
Logging	May sync summaries only	Depends on what was agreed	Ours writes every follow-up and reply back to the record
Delivery	Quick to install, then cadences to build	Often several weeks, set per project	Ours has a fixed delivery time shown before you buy, with faster options

Questions about this product

Which Salesforce objects does AI Follow-Up Engine for Salesforce use?

Leads, contacts, accounts, opportunities, tasks and activity history, through a two-way connection. The documented field mapping, agreed with your admin, sets exactly which fields are read and written. Custom objects outside that mapping are not touched unless you add them through a Change Quote.

What access does AI Follow-Up Engine for Salesforce need in our org?

A connected app with an API-enabled user, set up by your Salesforce admin, plus that admin's time for a 30-minute setup call. Permissions are scoped to the agreed mapping. Salesforce licenses and plan upgrades are not included, so the user you assign must already exist in your org.

Why is the Salesforce edition priced higher than the HubSpot one?

The Salesforce edition costs more because the integration is larger. It works with more objects, such as accounts, opportunities and tasks, and the field mapping takes more care, especially in orgs with custom fields and validation rules. Delivery options are the same for both editions, and both prices are shown before you buy.

Does AI Follow-Up Engine for Salesforce respect opportunity owners?

Yes. It reads the owner on each lead and opportunity, and any draft outside your approval rules is held for that owner rather than a generic queue. Owners see the follow-up and the reply in activity history, so nobody is surprised by a message sent on their account.

Can AI Follow-Up Engine for Salesforce be tested in a sandbox?

Yes, that is how testing works. The 50 documented scenarios run on Salesforce sandbox or test records before launch, and you get the results to review. Live records are only followed up after your two rounds of changes and sign-off from your named decision-maker.

How does maintenance work for AI Follow-Up Engine for Salesforce?

Monthly maintenance covers monitoring, fixes and a monthly allowance of change hours that scales with the build, which suits orgs where fields and stages change often. Bigger changes go through a Change Quote, and you can cancel any month. It is optional, starts after the post-launch support period, and is useful when Salesforce validation rules change.