Salesforce hygiene, done by the call.
Tenali sits on your calls, then turns what was said into Salesforce records — the opportunity updated, the meeting logged to Activity History, the follow-up task raised. Every change carries the quote it came from, and anything that moves your forecast waits for your approval.
Asking about your pipeline works as soon as you connect. Writing back to Salesforce is switched on per workspace by our team — talk to us and we’ll enable it.
What it does
The gap
Everyone agrees the CRM should be current. Nobody has the twenty minutes.
So the opportunity keeps the stage it had three weeks ago, Next Step still reads “follow up”, and Activity History has a gap where four calls should be. The rep isn’t being careless — they had five conversations today and the sixth starts in a minute.
The usual fix is an admin project: required fields, validation rules, a nudge in the pipeline review. That buys compliance, not accuracy — fields get filled to clear the block.
Tenali was on the call. It knows what was agreed, who committed to what and when it’s meant to close — so the update writes itself, and the changes that move the forecast stop for the rep to check.
What it does
Read it, write it, and know where it came from.
Ask your pipeline in plain language
"What's open in Negotiation?" "When did we last talk to Contoso?" Tenali queries Salesforce live at the moment you ask — across standard and custom objects your login can already reach, so it isn't boxed into a fixed list of fields. No export, no nightly sync, no stale copy in another tool.
Update the opportunity from what was actually said
Stage, amount, close date, next step, description, name and type — drafted from the call, each change carrying the quote it came from, and the ones that move your forecast waiting on a card before they land.
Log the meeting into Activity History
The call becomes a completed Task with Type Meeting on the opportunity, where your team already looks for activity — and a follow-up Task for the next step, so the commitment doesn't live only in someone's notes.
Add the stakeholder who joined halfway through
Matched on email, with first name, last name and title, linked to the account. The person who turned up on the call ends up on the record instead of in your memory.
The review step
Autonomy where it’s harmless. A checkpoint where it isn’t.
Every proposed change is classified by what it would do to your numbers — and the ones that move the forecast stop and show you the before and after.
Applied for you
Logging the meeting to Activity History, raising a follow-up task, adding a contact, filling a field that was empty. Additive and lower-risk — not worth interrupting a rep for.
Waits for your review
Stage, amount, close date, and overwriting text that's already there. Anything that changes what leadership sees stops and shows you the before and after.
Always needs confirmation
Moving an opportunity into a closed stage. There is no phrasing and no setting that lets this one through on its own.
Want it stricter? Say “ask me first” and everything waits. Want it faster? Say “go ahead” and updates that move the forecast go through too — except a move into a closed stage, which always stops and shows you the card.
How it works
No field mapping. No implementation project.
Connect your own account and start asking. There’s nothing to configure and nothing for RevOps to maintain.
Connect with your own Salesforce login
One OAuth authorization from the Integrations page. No managed package to install, no admin project, no sandbox cycle — Tenali acts as you and inherits exactly your permissions.
Run your calls as usual
Tenali captures the meeting, writes the summary, and pulls out the commitments — the close date someone mentioned, the next step, the new stakeholder.
Ask, review, apply
Tell Tenali to update Salesforce from the call. It shows you the proposed changes with before and after, and anything that moves your forecast waits for your approval.
Guardrails
Letting an AI write to your CRM should be a small decision.
It is here, because the blast radius is bounded, every change is attributable, and what Tenali applied it can walk back — within limits it tells you about.
Nothing moves your forecast silently
By default, stage, amount and close date wait on a review card before they're written. Moving an opportunity into any closed stage always needs your explicit confirmation — however you phrase the request — and nothing auto-applies when Tenali isn't confident it matched the right record.
It acts as you, not as a service account
Everything Tenali writes is attributed to your Salesforce user and constrained by your sharing rules and field-level security. Nobody gets a wider view of the pipeline than they already had.
Undo is a sentence away
"Undo that" reverses what Tenali applied — restoring previous field values and genuinely deleting the records it created, where HubSpot can only flag a note as reverted. It can't restore a field that was blank before Tenali filled it, and it covers the current conversation and your 25 most recent changes. Tenali reports item by item what it reversed and what it couldn't.
A bounded blast radius
Tenali updates opportunities that already exist. It never creates accounts or opportunities, never changes a record's owner, never writes custom fields or custom objects, and never touches leads, quotes or cases.
Frequently Asked Questions
What RevOps and sales leaders ask before connecting Salesforce
Stop paying reps to do data entry.
Connect your own Salesforce login and let the meeting do the CRM admin — each change sourced to a quote, forecast-moving updates waiting for your review, and eligible recent changes undoable from the same conversation.
CRM lookups are included with any Tenali plan that has AI chat. Write-back is switched on per workspace — a 30-minute call is the quickest way to see it on your own pipeline.