Pipeline · demo data
CRM sync
Every enriched, AI-qualified Cadabam's enquiry is written into Salesforce with call logs, scores and stage updates.
Records synced
29
Accounts, contacts, opportunities
Awaiting sync
17
Missing a required field
Conflicts
4
Need manual resolution
Sync health
58%
▲ 2%vs last week
API success rate
99.1%
Salesforce API calls
Reconciles today
6
Every 4 hours
Sync status mix
Every enquiry record and its CRM state
50
Records
Sync health trend
API success and reconcile rate, last 6 weeks
Connection
Salesforce Sales Cloud (sandbox)
Field mapping
Pilot fields to CRM objects
| Pilot field | CRM field | Note | |
|---|---|---|---|
| family | → | Account.Name | Created if no match on domain |
| full_name / phone / email | → | Contact | Deduped on phone |
| beds + requirement | → | Opportunity.Product_Interest__c | Drives deal size band |
| priority_score | → | Opportunity.AI_Score__c | Refreshed after every call |
| call summary + objections | → | Task (Call log) | Full transcript attached |
| stage | ↔ | Opportunity.StageName | Human stage changes flow back |
| owner | ← | Opportunity.OwnerId | CRM is source of truth |
Sync log
50 records — filter by status, search, or expand for conflict detail
Havenpay Priya Deshmukh · Bengaluru | Synced | SF-40131 | 18 | 20758d ago | ||
Sentinel Health Vikram Iyer · Mangaluru | Synced | SF-40125 | 64 | 20758d ago | ||
Northloop Fintech Aparna Raghavan · Bengaluru | Synced | SF-40122 | 24 | 20758d ago | ||
Slate Capital Arjun Mehta · Hyderabad | Conflict | SF-40130 | 4 | 20758d ago | ||
Kite & Co Legal Rohit Sabharwal · Chennai | Synced | SF-40119 | 5 | 20758d ago | ||
Brightfold Studios Neha Kulkarni · Hyderabad | Pending | — | 3 | 20758d ago | ||
Tessellate Cloud Ravi Anand · Mangaluru | Synced | SF-40127 | 42 | 20758d ago | ||
Ordermesh Karthik Menon · Bengaluru | Pending | — | 4 | 20758d ago | ||
Lumen Robotics Fatima Sheikh · Bengaluru | Pending | — | 9 | 20758d ago | ||
Peppercorn Foods Divya Nair · Bengaluru | Pending | — | 2 | 20758d ago | ||
Quantile Labs Shreya Balan · Bengaluru | Synced | SF-40153 | 13 | 20758d ago | ||
Verge Mobility Nikhil Bhatt · Vijayawada | Synced | SF-40154 | 44 | 20758d ago |
Resolve conflicts faster
Auto-generated from current conflict and pending records
4 records need manual conflict resolution
ConflictMost conflicts stem from reps manually editing opportunity stage or bed count in Salesforce after the pipeline agent last wrote to it.
17 records are queued but not yet synced
PendingThese are typically missing an account domain or waiting on the first CRM write — retry queue clears most within an hour.
API usage well within limits
Capacity4,182 of 100,000 daily API calls used — plenty of headroom for the two-way sync to run more frequently if needed.
Sync timeline
Agent writes and reconciles
- 20758d ago
Enrichment Agent · Enriched enquiry
Sentinel Health · 64 beds · pre-IPO signals found
- 20758d ago
Aiera Voice · Qualified call
Northloop Fintech visit booked for Thursday 11:30am
- 20758d ago
WhatsApp Agent · Sent follow-up
Brightfold Studios · missed call recovery sequence
- 20758d ago
CRM Sync · Pushed record
Havenpay synced to Salesforce as SF-40131
- 20758d ago
Insight Agent · New insight
Parking ratio blocks Indiranagar enterprise deals (6 calls)
- 20758d ago
Marketing Agent · Drafted creative
Mangaluru GCC Launchpad · ad copy sent for review
- 20758d ago
Spend Agent · Budget advice
Recommended cutting Flex Bed Day Care Pass spend by ₹1.4L
- 20758d ago
Aiera Sense · Competitor alert
Rival opened 1,40 beds at Mangaluru Kankanady
- 20758d ago
Enrichment Agent · Enriched enquiry
Zenith GCC India · 84 beds · India entity registered last month
- 20758d ago
Aiera Voice · Qualified call
Quantile Labs · 19 beds · visit held for Thursday
- 20758d ago
Aiera Voice · Escalated to human
Fold Payments named a competitor quote, handed to Meghna S. in 24 seconds
- 20758d ago
WhatsApp Agent · Sent sequence
Vijayawada recovery nudge sent to 46 dormant Benz Circle enquiries
- 20758d ago
CRM Sync · Pushed record
Orbit Semiconductors synced to Salesforce as SF-40158
- 20758d ago
CRM Sync · Resolved conflict
Duplicate Lattice Insurance record merged, activity history preserved
- 20758d ago
Insight Agent · New insight
Fit-out timeline now beats price in enterprise calls (12 calls)
- 20759d ago
Insight Agent · Pattern confirmed
Phased ramps requested in 9 of 10 large asks this fortnight
- 20759d ago
Marketing Agent · Drafted creative
Vijayawada Recovery Push · four assets sent for review
- 20759d ago
Marketing Agent · Localised copy
Bengaluru GCC Corridor ad set translated to Kannada variant
- 20759d ago
Spend Agent · Budget move
Shifted ₹1.8L from Gachibowli Value Story to Vijayawada Recovery Push
- 20759d ago
Spend Agent · Flagged waste
Kondapur Studio Spaces marked cut, ₹1.2L freed
- 20759d ago
Aiera Sense · Competitor alert
Rival announced 3,2 beds in Vijayawada
- 20759d ago
Aiera Sense · Brand mention
Sarjapura community team named in six new five-star reviews
- 20759d ago
Pipeline Agent · Stage moved
Trellis Cloud advanced to Negotiation, 36 beds
- 20759d ago
Pipeline Agent · Stalled deal
Bluewave Gaming untouched for 9 days, owner notified
- 20759d ago
Renewal Agent · Expansion signal
Helix Analytics crossed 92% bed utilisation for three weeks
- 20759d ago
Renewal Agent · Risk flag
Copperleaf Legal stated contraction on a call despite a healthy rating
- 20759d ago
Visit Agent · Visit booked
Skyloom Aerospace · Cadabam's Bejai · Wednesday 10:00am
- 20759d ago
Visit Agent · No-show recovery
Marigold Retail rebooked after a missed Friday slot
- 20759d ago
Compliance Agent · DND scrub
1,284 numbers checked against the national registry before dialling
- 20759d ago
Compliance Agent · Window enforced
Nine queued calls held back to the next permitted calling window
- 20760d ago
Occupancy Agent · Forecast update
Vijayawada 90-day forecast revised up 2.5 points on the recovery campaign
- 20760d ago
Occupancy Agent · Alert
Keshwapur occupancy fell below 75%, review scheduled
- 20760d ago
Referrer Agent · Channel update
Two Chennai referrers reported below-market competitor quotes
- 20760d ago
Concierge Agent · Ticket resolved
Kondapur HVAC complaint closed in 41 minutes, patient notified
