Automate Salesforce workflows for investment teams on the world's #1 CRM
Bridge Salesforce with QX to eliminate double-entry, auto-populate opportunities with research data, and orchestrate multi-step outreach sequences.
Use cases
- Automatically create Salesforce opportunities when sourcing workflows identify companies matching your criteria
- Populate custom fields with company financials, headcount growth, and funding data without manual lookups
- Log all email opens, LinkedIn messages, and meeting notes automatically to maintain complete activity history
- Trigger personalized outreach sequences when prospects hit milestones—funding rounds, exec changes, product launches
Smart Opportunity Creation
Auto-generate Salesforce opportunities from sourcing workflows with pre-filled research and scoring data
Data Enrichment
Keep opportunity and contact records current by syncing external data sources into custom fields
Activity Automation
Automatically log emails, calls, meetings, and research activities without manual entry
Workflow Triggers
Kick off outreach, diligence, or reporting workflows based on Salesforce stage changes and field updates
About Salesforce
Salesforce is the world's #1 CRM platform, used by thousands of companies across industries including many investment firms and financial services organizations. Its flexibility and ecosystem make it a popular choice for teams needing customizable deal and relationship management.
About QX Labs
QX automates the manual work that slows down investment firms. By unifying your data subscriptions, internal knowledge, and 100+ integrations, we automate workflows across sourcing and diligence—freeing your team to focus on high-value decisions.
Experience the most powerful automation platform for investors
Schedule a call with us to run through your bespoke requirements and see how we can level-up your investment workflows with AI.
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