Automate data capture to
surface better insights

Loved by RevOps, revenue leaders, and reps alike

Poor CRM data quality hurts
your revenue process

Reps not updating Salesforce? Trust in data low? Missing leading indicators to judge the health of your deals, pipeline, and forecast?

Revenue Operations uses Weflow to capture data such as CRM fields, emails, meetings, contacts, and activities, attributes them with the right Salesforce records, and adds Weflow’s proprietary deal signals so you can inspect, analyze, and forecast your pipeline with confidence.

Capture activity data

Connect Weflow to Google Workspace/ MS365 to auto-capture emails, meetings, and contacts, and attribute them to the right Salesforce objects to have clean and reliable data.

Drive process compliance

Use templates, and alerts to guide reps to adhere to stage exit criteria, sales methodologies, and handovers processes.

Take product tour

Efficient Salesforce hygiene

Save reps clicks, and tabs with workflows built for efficient Salesforce updates.

Weflow data capture features at a glance

2-way Salesforce integration

Real-time, 2-way Salesforce integration supporting Salesforce validations, dependencies, permissions, and more.

Add & edit Salesforce records

Add new Salesforce records, including custom objects. In-line and bulk edit for efficient updates.

Chrome extension

Use Weflow's Chrome Extension to access, update, and add records from any website.

Sidebar templates

Use sidebar templates to capture fields for any Salesforce methodology (MEDDIC, SPICED).

Manage Salesforce package

Auto-log all field changes for Salesforce records and create opportunity snapshots.

Notes & tasks synced to Salesforce

Take notes, manage tasks and auto-sync them to Salesforce.

Auto-sync email, meetings & contacts

Auto-sync emails, meetings, and contacts from Google Workspace or Microsoft 365.

Note templates

Set up note templates with embedded Salesforce fields.

Loved by top-performing revenue teams

Benjamin Beivers

CRO, Remerge

We win more deals as we can identify and act on risks early on. This not only feeds into pipeline health, but also makes sure that our forecasts are reliable.

Stephan Novalchuk

Revenue Operations Manager, Preply

Weflow enables users to swiftly manage their pipeline with ease, and much more.

Ian Unsworth

Business Development Manager, MindsDB

I save so much time using Weflow rather than Salesforce directly.

Rated #1 for Quality of Support

Sales Performance Management report,
Enterprise, Spring 2023

Rated #1 for Ease of Use

Sales Performance Management report,
Mid-Market, Winter 2023

Chris Mackinnon

VP of Revenue Operations, Zeotap

We have much better visibility as a management team, our current quarter forecast is always up-to-date, and we are now tracking sales emails and activities a lot better.

Andreas Bodczek

CEO, IDnow

We improved our forecasting accuracy because Weflow syncs pipeline updates from our reps automatically.

Robert Anders

VP, Cremanski & Company

Must-have for every sales tech stack.

Rayson Chia

Revenue Operations Manager, Zeotap

We’ve been using it for a few months now and the AEs absolutely love it.

Marc Ahr

CSO, Bendesk

Spend less time doing (annoying) data entry into Salesforce and be on top of opportunities/tasks to win more deals.

Rated #2 for Ease of Setup

Sales Performance Management report,
Spring 2023

Kole Stanley

Expansion Account Executive, Podium

With Weflow, I close more deals efficiently.

Respects your custom Salesforce setup

Our deep, API-first Salesforce integration respects your custom logic automatically so you can continue to customize your instance.

Sign up with Salesforce
It's free. No credit card required.
  • Custom fields & objects
  • Field dependencies
  • Validation rules
  • Permissions
  • Flows

#1 for Ease of Use in Sales Performance Management report (G2)

Frequently asked questions

What is Weflow?
What is the pricing?
Is Weflow secure?
What is the average onboarding time?
Why are revenue teams more successful with Weflow?