Your team works.Luo updates Salesforce.
Connect Salesforce and Luo records emails and meetings, flags missing details, and turns your sales data into summaries for the team.
What Salesforce does in Luo
Keep customer records up to date
Luo records customer emails, meeting notes, and deal updates from your connected email and calendar, saving your sales team the manual entry.
Sales updates on a schedule
Get a summary of deal progress, changes in expected sales, and customers who need attention — sent to Slack or your inbox on a schedule.
Dashboards built for your team
Use Salesforce data to build a dashboard for a leadership meeting or a list of contacts for your sales team to follow up with, right in Luo.
Frequently asked questions
What can Luo read and write in Salesforce?
Luo can read and update contacts, accounts, and opportunities in Salesforce. You sign in to authorize the connection and can disconnect it at any time. Ask Luo to prepare summaries, build dashboards, or update your records.
Does this replace Salesforce automations?
No. Keep the automations you already use in Salesforce. Luo uses your Salesforce records alongside email, calendar, Slack, and the tools your team builds in Luo.
Can non-Salesforce users benefit?
Yes — briefings and dashboards built in Luo can be shared with teammates who never log into Salesforce, in Slack or in the workspace.
Looking for setup instructions? Read the Salesforce integration docs.
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