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C
CRM & RevOps
Colby AI
The AI Sales Analyst that updates your CRM via voice and text.
Key Features
Voice-to-CRM Updates
Automated Lead Creation
AI Account Research
How to use this tool
"Claude, use Colby to update the latest meeting notes for the Stripe account in Salesforce."
About Colby AI
Colby AI acts as an autonomous sales analyst that integrates directly with Salesforce. It allows users to update CRM data using voice memos or text, bulk-create leads, and perform deep research on prospects. It requires a Salesforce tier with API access to function as your 'perfect analyst'.
Technical Details
API Type
REST
Authentication
OAuth2
Pricing Tier
Paid Only
SDK Languages
N/A
Webhooks
No
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