Weekdays · 17:00
Keep your CRM notes tidy
Turns email and call notes into clean update rows you approve.
Salesforce agentSay it in Slack. Record updated.
Mention the agent in Slack with a note about a deal. It finds the record, reads the related email, and proposes the update. You approve, and then it writes.
Your first signup includes $50 in free credits.
On mention
Keep Salesforce current
- Reads
- Slack message, Gmail, Salesforce
- Grows
- A record update
- Lands in
- Salesforce
Ask for it once, in plain words.
No flowchart to draw. Describe the job in chat. TulipFarm sets up the agent and its workflow, and shows you both before anything runs.
You
When I mention you in Slack with a deal update, find the Salesforce record, check my email for context, and show me the change before you save it.
TulipFarm
I made an agent called Salesforce updater and attached it to your Slack channel. It reaches Salesforce through a Custom MCP connection and reads Gmail. Every record change asks you first. Activate it?
ActivateEdit first
One mention, start to finish.
Every run is saved as an agent task you can open, check and rerun.
- Slack
You mention the agent with a deal note
Run startedStarted - Reads
The matching record in Salesforce
Opportunity found - Reads
Related emails in Gmail
3 threads - Writes
The fields to change, old and new
3 changes - Asks first
Save the changes to Salesforce
Approved - Updates
Record in Salesforce
Record updatedCompleted
The reply in Slack.
Old and new values side by side, before anything is saved.
#salesSalesforce updater APP · 11:05
Proposed update · Opportunity #4410
Stage
- Now: Proposal. New: Negotiation.
Close date
- Now: Oct 30. New: Nov 15.
Next step
- New: Send revised terms by Friday.
What gets planted.
Three parts you own and can change at any time.
- Agent
Salesforce updater
Which fields it may propose to change.
- Skill
Update format
Old value, new value, reason.
- Workflow
On mention
Answers when you mention it in Slack.
Uses
- SalesforceMCPSalesforce
- Gmail
- Slack
Add if you use it
Google Calendar
Google Docs
It reads quietly. It asks before it acts.
Reads without asking
- Your Slack message
- Related email threads
- The Salesforce record
Asks you first
- Saving changes to Salesforce
- Sending any email
It uses your own connections, so it never sees more than you can.
Grow it your way.
Read only first
Start with a version that only shows proposed changes, with no write tool.
Limit the fields
Allow only stage, date and next step.
Log every change
Add each approved change to a table for an audit trail.
Questions, answered.
How does it reach Salesforce?
Through a Custom MCP connection. Add your Salesforce MCP server with OAuth or an API key. You review each tool before an agent can use it.
Is Salesforce built in?
No. Gmail and Slack are built in. Salesforce is reached through MCP, so your Salesforce permissions still apply.
Can it change records without me?
No. Every write asks you first, and you see the old and new values.
New record
Tend your HubSpot records
Reads new HubSpot contacts and deals, then tidies and routes them.
After a call
Move call notes into the CRM
Reads your call notes and files clean, approved updates per deal.
Say it once. Salesforce knows.
Public beta, open to everyone. Your first signup includes $50 in free credits.