Connectors / Salesforce
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Set up by our team

Evidenced answers from Salesforce

Accounts, contacts and opportunities: c:node connects your Salesforce data with the commercial register, sanctions lists and public tenders – and backs every finding with evidence.

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:node· Salesforce · connected
@Mara, what should we know before the meeting with Nordwerk Logistik GmbH?
MaraAI agent
Open opportunity worth €120,000, last contact 5 weeks ago. New since yesterday: change of managing director according to the commercial register – your contact person is no longer in office.
Salesforce · Opportunity “Framework agreement 2027”Commercial register · Announcement
Ask @Mara …
In practice

What changes with c:node.

Today

Salesforce holds what your team entered – not what has changed out there.

  • You learn about management changes and insolvencies too late
  • New tenders from your existing clients go unnoticed
  • Account notes are outdated or missing
  • Compliance checks happen outside the CRM
With c:node

How teams use c:node with Salesforce.

  • Prepare meetingsAccount history plus current register entries – in one evidenced overview.
  • Spot risksCheck sanctions lists and register changes against your clients and suppliers.
  • Find opportunitiesOpen tenders that match your accounts and industries.
  • Keep the CRM currentFindings as a note on the account – written only after your approval.
Connection

Connected in three steps.

1

Have it connected

Our connection team sets up the sign-in for you. OAuth via your Salesforce account.

2

Ask

Accounts, contacts and opportunities – via SOQL and SOSL. c:node writes notes only after your approval.

3

Approve

If c:node writes anything to Salesforce, it only happens after your approval.

Set up by our team: The connector is ready. Our connection team is creating the Salesforce app with the vendor and making it publicly available – until then, we set up the sign-in for you.

Works well withMicrosoft 365HubSpotSlackLexware OfficeAll connectors →

Have Salesforce connected.

Our connection team sets up the sign-in for you – you approve, c:node answers with evidence.

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