AI-native automation
Connect Email and Salesforce with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
Practical ways to use Email and Salesforce together
- 01
Create Salesforce leads from inbound emails.
Caddi watches a shared inbox or label, extracts contact and qualifying data with AI, and creates the lead in Salesforce routed by territory.
- 02
Log every reply against the matching Salesforce record.
Caddi files every inbound and outbound reply against the right account, contact, and opportunity so the deal history is complete without rep effort.
- 03
Send Salesforce-driven emails from your own inbox.
When a Salesforce stage, owner, or renewal date changes, Caddi drafts the follow-up from the owner's inbox — pre-filled, ready to send.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Email and Salesforce
- Email
New email received
Triggers when a new email arrives in a watched inbox.
- Email
New email matching subject or sender
Triggers on inbound emails matching a search rule.
- Email
New attachment received
Triggers when an email arrives with one or more attachments.
- Email
Email flagged or labeled
Triggers when an email is flagged for follow-up or labeled.
- Email
Send email
Send a new email from your business inbox.
- Email
Reply to email
Reply within an existing email thread.
- Email
Forward email
Forward an email to one or more recipients.
- Email
Save attachments
Save email attachments to your document system.
- Email
Apply label or move
Apply a label to an email or move it between folders.
- Salesforce
New record
Triggers when a new record of a chosen object is created.
- Salesforce
Updated record
Triggers when a record of a chosen object is updated.
- Salesforce
Field on record updated
Triggers when a specific field on a record changes.
- Salesforce
New outbound message
Triggers when Salesforce sends a configured outbound message.
- Salesforce
Create record
Add a new record of any Salesforce object with custom fields.
- Salesforce
Update record
Modify fields on an existing record.
- Salesforce
Find record
Search records by SOQL or field/value lookup.
- Salesforce
Add to campaign
Add a lead or contact to a campaign.
- Salesforce
Convert lead to contact
Convert a Salesforce lead with optional account and opportunity.
- Salesforce
Send email
Send an email through Salesforce's email action.
Common questions
How does Caddi connect Email and Salesforce?
Email and Salesforce just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Email and Salesforce end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. Caddi builds the loop. No code, no IT ticket.
Is my data safe?
Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect Email and Salesforce to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Email + Salesforce loop is live, Caddi suggests other tools and other workflows to fold in.
How fast can it go live?
Typical first loops ship within a week of the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Email and Salesforce?
Drop your work email and we'll show you Caddi running end-to-end against Email, Salesforce, and the rest of your stack.