Overview
Wokelo integrates with Salesforce to auto-generate research and enrich your pipeline in a secure, compliant way. By connecting deal intelligence with your existing Sales Cloud workflows, we eliminate manual research and embed updated, context-aware insights directly into your Account and Opportunity records—empowering your team to evaluate opportunities faster than before.Key Capabilities & Workflows
Secure by Design
Wokelo operates on a restricted access model, connecting only to the specific objects and fields you explicitly authorize. Your sensitive pipelines, private notes, and contact data remain completely isolated from the integration.Automated Research Triggers
Wokelo connects to Salesforce using Record-Triggered Flows and Platform Events, allowing you to automate research at the moments that matter most:- Opportunity Stage Changes — Automatically generate research workflows when deals advance to Due Diligence or Qualification stages
- New Account Creation — Trigger company profiles and competitive intelligence reports when prospects enter your pipeline
- Bespoke Workflow Execution — We execute your custom research workflows and write structured outputs back into Salesforce.
Insights Delivered to Lightning Record Pages
Wokelo research surfaces directly within your Salesforce Activity Timeline and custom fields, giving deal teams instant access to:- Company Overviews — Business model, products, key executives, and founding story
- Funding Intelligence — Investment history, cap table insights, and investor details
- News & Signals — Real-time coverage of management changes, product launches, and strategic moves
Use Cases
- New Account added: When a new company is added to your Salesforce CRM, Wokelo automatically kicks off the right research workflow for that Account. There’s no need for your team to manually request, track, or manage research reports—everything starts running in the background as soon as the company appears.
- Stage change: When an Opportunity moves from one stage to another (for example, from Qualification to Due Diligence), Wokelo detects the change and automatically runs the relevant research for that stage. This ensures your team always has the right level of insight at the right point in the deal cycle.
- Insights enrichment: Wokelo can also push key insights from its reports directly back into Salesforce. These insights can be written into custom fields, the Activity Timeline, or Notes—so your CRM stays continuously enriched with up-to-date, decision-ready intelligence.
