Add updated Salesforce records to Pinecone records
Transform your CRM updates into searchable sales intelligence by automatically sending Salesforce record changes to Pinecone. This integration captures deal insights, objection handling notes, and customer interactions, creating a knowledge base that helps your team learn from every opportunity.
Transform your CRM updates into searchable sales intelligence by automatically sending Salesforce record changes to Pinecone. This integration captures deal insights, objection handling notes, and customer interactions, creating a knowledge base that helps your team learn from every opportunity.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Add Record
Embeds a record and upserts it to Pinecone in one step.
- Free forever for core features
- 14 day trial for premium features & apps