Hank the Pro plugs natively into Salesforce. Creates Leads and Opportunities, books Activities against the right rep, pulls Account history mid call, and fires Flow or Process Builder on every call outcome. Setup in 15 minutes.
Two way. Real time. OAuth, no third party middleware.
Every booked call lands as a Lead or Opportunity with intake captured, source attribution, and the right pipeline stage set per your rules.
Hank books Tasks and Events against the right rep based on territory, queue, and round robin rules. Calendar synced via Salesforce Calendar.
Hank pulls Account history mid call. Returning callers get greeted by name, prior cases and opportunities surface, and the conversation feels like an account executive who knows them.
Call outcome fires whatever automation you have wired. Slack alerts, email queues, custom approval flows. Hank slots into your existing process layer.
Hank uses the Salesforce REST API with OAuth based authentication. Two way sync covers Leads, Contacts, Accounts, Opportunities, and Activities. Hank creates or matches the right record, opens the right opportunity, and books an Activity against the right rep.
Yes. Hank reads account ownership, territory assignments, and queue rules from Salesforce so calls about an existing account route to the right account executive. New inbound leads route based on your assignment rules.
Yes. Hank emits a record update on call outcome (booked, hot lead, follow up needed, no show) which triggers the Flow or Process Builder automations you have configured. Email alerts, Slack notifications, queue routing, all wired through your existing automation.
Both. Sales Cloud users get lead and opportunity creation with the right pipeline routing. Service Cloud users get case creation with the right service contract context and entitlement check. Talk to the team about your specific cloud configuration.
About 30 minutes for standard configurations. Salesforce orgs vary, so complex enterprise setups with custom objects and validation rules may take longer. We grant OAuth access, map your fields, and test in your sandbox before going live in production.
15 minute setup for standard orgs. 30 day money back guarantee.