Act for Salesforce
AI-powered contextual routing for Salesforce
Static rules can only route what they can match. Let AI read the full context of a record. Right record, right rep, right now.
Act
Try out or demo features. No account needed.
Act for Salesforce
Route and assign any record natively in Salesforce
Leads, cases, opportunities, custom objects: automate the assignment rules for all of them in one place. No code, no flows to babysit, and nothing ever leaves Salesforce.
Act for SalesforceRoute and assign any record natively in Salesforce
Leads, cases, opportunities, custom objects: automate the assignment rules for all of them in one place. No code, no flows to babysit, and nothing ever leaves Salesforce.
Act for SalesforceBulk data actions, built for Salesforce
Update, delete, and convert Salesforce records in bulk — right inside your org. No exports, no data loader, no starting over.
Act for SalesforceTake control of how records get routed with processing rules
Processing Rules let you set the exact conditions for when and how every record gets routed. No code, no manual triage.
Ready to trust your CRM data?
Book a demo and we'll show you how it works in an org like yours, or explore it yourself with an interactive tour.