01
Connect
Bring CRM data together
Connect Salesforce records with your wider business workflow environment.
Connected withSalesforce
Enterprise CRM Automation
Connect your Salesforce operations with intelligent workflows
Bring Salesforce data into exenra workflows to automate sales processes, improve team coordination, and create a clearer path across the customer lifecycle.
Connect enterprise CRM operations with your complete automation ecosystem.
exenra AUTOMATION
SF
CONNECTED APPSalesforce
EX
AUTOMATIONexenra
Active
CRM workflow
Automate sales operations
01
Record syncedCustomer data connected
02
Pipeline reviewProcess sales activity
03
Next actionAdvance opportunity
Next actionUpdate opportunity
Salesforce workflow
Create a connected sales operation around your CRM data
Enterprise teams rely on Salesforce to manage customer relationships, but disconnected processes can slow down execution. exenra connects CRM information with automated workflows.
Bring sales data, team actions, and business processes together through intelligent automation.
02
Organize
Structure sales processes
Create consistent workflows around opportunities, accounts, and customer activity.
03
Automate
Streamline sales operations
Reduce repetitive coordination with automated business processes.
04
Scale
Support growing teams
Create reliable workflows that support complex enterprise operations.
Connected capabilities
More than a CRM integration
Build enterprise-ready workflows by connecting Salesforce data with sales operations, automation, and team processes.
01
CRM synchronization
Connect customer records
Bring Salesforce information into connected workflows across your organization.
02
Pipeline management
Organize sales opportunities
Create structured workflows around deals, accounts, and customer progress.
03
Sales automation
Reduce operational workload
Automate repetitive sales processes and improve team efficiency.
04
Team alignment
Improve collaboration
Connect sales actions with the people and processes responsible for outcomes.
05
Customer lifecycle
Track relationship progress
Create visibility across customer journeys and business operations.
06
Enterprise visibility
Understand performance
Give teams clearer insight into workflow activity and progress.
Salesforce workflow automation
Turn CRM data into scalable sales operations
Create automated workflows that connect opportunities, customer records, and team actions to improve execution across your organization.
WORKFLOWAUTOMATION
01WHEN
Salesforce activity
CRM activity enters the workflow
Start automation when Salesforce records require a business action or operational process.
Listening
02IF
CHECK CONDITIONS02 RULES
01
Opportunity statusSales activity requires action
02
Customer recordRelevant CRM information is available
03THEN
01
OrganizeStructure CRM operations
Bring Salesforce information into workflows where teams can manage opportunities effectively.
02
AutomateStreamline sales processes
Reduce repetitive operational tasks with intelligent workflow automation.
03
ScaleSupport enterprise teams
Create reliable processes that work across complex sales operations.
Workflow resultSalesforce data becomes connected sales intelligence
Transform CRM activity into organized workflows that improve visibility, efficiency, and customer operations.
AutomatedPlans & pricing
Choose the automation level your team needs
Start with the plan that fits your workflow today and expand as your business automation requirements grow.
Prices shown in USD
SELECTED PLAN
Base CRM Plan
Complete CRM, automation, attribution and team collaboration for growing businesses.
$20per month
5 team members
5,000 AI tokens
Real-time dashboard & KPI analytics
Lead management hub & visual pipeline
Shopify web pixel & UTM attribution tracking
Multi-step funnel builder & web forms
Facebook Lead Ads & Instagram DM sync
Automated workflow engine & webhooks
Custom fields, tags & contact segmentation
Task management, activity logs & reminders
Customer data export & import (CSV / JSON)
Standard team collaboration & access controls
Choose Base CRMComplete CRM, automation and team collaboration in one workspace.
exenra PLANSNeed help choosing?
Ready to connect Salesforce?
Turn enterprise CRM operations into intelligent workflows
Connect Salesforce with exenra and create a smarter process for managing opportunities, customer data, and sales operations.
CONNECTED WORKFLOWReady
SF
SOURCESalesforce
EX
AUTOMATIONexenra
OUTCOMEConnected enterprise workflow
Workflow readyexenra