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Updating Salesforce Records with AI Agent Data: Solutions Needed

Avatar of Aayush M.Aayush M.
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Marvin A. Hey marvin, I am trying to update a salesforce record once my AI agent has done a bunch of things like scoring calls etc > I want this data to flow inside SF, but I can't find an option to update this record with the new info like we have for HubSpot Is there no action available that can do this?

4 comments

  • Avatar of Marvin A.
    Marvin A.
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    looking into this!

  • Avatar of Aayush M.
    Aayush M.
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    Please add this to your roadmap:

    1. 1.

      When we update a contact on CRM > I need an option to select what fields to update, else my CRM has 100 fields, and I need to manually change the status of each to to manually so that AI doesn't fill garbage and mess up my CRM

    1. a.

      It sucks - is a huge pain in the ass because selecting 80-90 fields is stupid. I should only choose the fields I want Lindy to change or update using AI

    2. b.

      This is not ideal at all - I'm happy to do a user interview for this and tell you about this in detail.

    1. i.

      An advice, think how Zapier would solve it > they're the gold standard for workflow automation, without the AI agent that you guys are doing.

    1. 2.

      Another piece of advice > While building workflows, you should auto-suggest looking at the workflow and what model to use so it's cost-efficient.

    2. 3.

      You should let me copy things from one lindy to another - building them manually from scratch doesn't make sense and duplicates don't help, if I just need a small part from a huge workflow

    I'm spending half a day on Lindy so I can call myself a power user right now

    🙌1
    👀1
  • Avatar of Aayush M.
    Aayush M.
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    Marvin A. happy to add context wherever

  • Avatar of Marvin A.
    Marvin A.
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    thanks for the feedback, will share with the team! Some of those are already in the works. The salesforce update option is coming ~early next week!