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E2A: Smart Email Automation: AI-powered Email Routing + Triage + Data Extraction
Email Automation; AI-Powered Triage; Intelligent Email-to-Lead/Opportunity
- Industries
- Horizontal Product
- Business Need
- Email & Calendar SyncAgent ProductivityData Management
- Requires
- Sales CloudService Cloud
- Compatible With
- Sales CloudService Cloud
Automated Email Processing, converting sales inquiries into leads & opportunities instantly. Enable timely follow-ups with AI-powered email routing, triage and data extraction (from emails and attachments), allowing sales reps to focus on closing deals.
Highlights
AI-DRIVEN EMAIL-TO-LEAD CONVERSION: Automatically convert sales inquiries into Salesforce leads. Prioritize high-value leads with AI triage. Seamlessly update lead records from email data.
AUTOMATED SALES OPPORTUNITIES: Instantly create opportunities from incoming emails. Track and manage email conversations within Salesforce. AI-powered actions to streamline sales workflows.
SEAMLESS SALESFORCE INTEGRATION: Centralize sales communications in Salesforce. Eliminate manual data entry with automated record creation. Maintain complete email histories for each lead and opportunity.
ADVANCED EMAIL PROCESSING: Extract key information from emails and attachments. Populate Salesforce fields automatically. Reduce manual tasks and boost productivity.
REAL-TIME EMAIL TRIAGE: AI-powered categorization and prioritization. Ensure timely follow-up on critical emails. Automate workflow initiation based on email content.
ENHANCED COLLABORATION: Share drafts and email histories within Salesforce. Ensure all team members have access to the latest communications. Improve coordination and efficiency.
AI-POWERED ACTIONS: Leverage AI for intelligent email processing. Automate categorization, prioritization, and follow-ups. Enhance efficiency with AI-driven workflows and actions.
CUSTOM OBJECT INTEGRATION: Convert emails to any custom Salesforce object. Automate creation and updating of custom records. Support for complex workflows and unique business needs.
REAL-TIME NOTIFICATIONS Keep sales reps and/or other agents promptly informed with instant alerts on new or updated leads and opportunities via email, Slack, Teams and other channels
Provider Details
Ortoo
London, UK
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
- Pledge 1%
Founded
2010
Website
Email
Phone
+44 (0)203 1111 323Ortoo builds Ortoo Orchestrator, a Salesforce-native workflow orchestration system that gives organizations control over how operational work is executed. Workflows are handled by specialized agents, each designed for a specific task such as classification, triage, routing, enrichment, or resolution. AI is used where interpretation helps, while deterministic logic controls decisions and actions. Operations teams configure workflows without code, while IT maintains governance and control. Ortoo Orchestrator coordinates work across Salesforce, AI agents, AppExchange apps, and external systems, helping organizations deliver predictable execution, governed AI, and measurable operational outcomes. Built on more than 15 years of experience solving complex Salesforce routing, capacity, SLA, and workflow challenges, Ortoo helps organizations scale operational workflows.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Please contact sales@ortooapps.com with questions about pricing
Starting from...
$22 USD/(minimum 20 users)/month
Free trial available for 30 days
Lowest Starting Price