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Demo

Connections · CRM and sales

Salesforce in your Workforce Intelligence Model.

Dashly brings leads, deals and contracts from Salesforce into the same model as your scheduling and accounting.

Salesforce alone

  • Leads, deals and contracts
  • Reports in Salesforce, separate from scheduling and accounting

Salesforce with Dashly

  • From deal to filled shift or placement and invoice, per client
  • The same definitions as for your other systems

What you see with it

  • Weighted pipelinesum of deal value × probability
  • Hirers with an authorisation checkComing soonhirers that have checked authorisation ÷ all hirers

What Dashly collects

  • Leads and deals
  • Activity and follow-up
  • Contracts and terms
  • Repeat requests

How it connects

You pick Salesforce from the connections and connect it yourself through the marketplace. Dashly collects the data on a schedule, with history, so you no longer need to export anything. Dashly AGI sets up the rest: the model, built on your definitions, and the checks.

For each connection you see its status and how fresh the data is. If something goes wrong, you see it.

Together in your model

Other systems in this group: HubSpot, Zoho CRM, Calendly, Brevo, On24

Salesforce
Group
CRM and sales
Setup
Dashly AGI
Price class
Connection · See pricing
Works with your own AI
Claude, ChatGPT, Copilot
Book a demo

Foundation

One foundation under all your connections.

All your systems, once

ATS, scheduling, payroll, HR, accounting and CRM in one place. Every client, candidate and employee exists once.

Your AI uses the same definitions

Every connection feeds into the Workforce Intelligence Model, with fixed formulas. The same calculation everywhere, also in Claude, ChatGPT or Copilot.

Set up by Dashly AGI

Digital colleagues connect, model and check. Only when the numbers match your own figures does it go live.