Integration · Salesforce
Aartha + Salesforce
Connect Salesforce and Aartha keeps a cited memory of every account on top of your CRM — turning records into reconciled facts, surfacing what changed, and drafting CRM updates you approve.
How it works
Aartha + Salesforce, end to end
01
Two-way context
Pull accounts, opportunities, and contacts into the memory graph; push back updates as approval-gated actions.
02
CRM hygiene that explains itself
Aartha proposes field updates grounded in real meeting and email facts, each with a citation.
03
Pipeline with health
Every opportunity carries its account’s live health and top risk, so forecasts reflect reality.
04
No rip-and-replace
Salesforce stays your system of record; Aartha is the memory and intelligence layer on top.
Your next account move is already in the signals
Connect Salesforce in minutes.
Your Customer Memory Graph starts building from day one.