Ortoo Launches Smart Actions: A Revolutionary Salesforce-Native App for AI Automation Ortoo, a leading provider of Salesforce productivity solutions, has unveiled its latest innovation, Smart Actions, now available on the Salesforce AppExchange. This groundbreaking Salesforce-native app allows businesses to seamlessly integrate AI automation into their Salesforce workflows, dramatically boosting efficiency and simplifying complex processes with a single click. Salesforce and Ortoo integration for Smart Actions. How do I sync Ortto activities to Salesforce? In your Ortto account, navigate to Data sources > Salesforce > Sync Ortto activities to Salesforce. Choose up to 5 activities. At Sync settings, select whether you wish to sync these Ortto activities as activities and/or as tasks. If you are syncing the Salesforce Task object to Ortto (selected at Salesforce fields): Smart Actions empowers companies to deploy AI and GPT-powered automations across sales, service, and support functions within Salesforce, eliminating the traditionally high costs associated with advanced AI tools. By integrating smoothly into the Salesforce ecosystem, Smart Actions enables businesses to automate manual tasks, personalize communications, and optimize workflows with unparalleled ease. Track and manage email conversations within Salesforce. AI-powered actions to streamline sales workflows. SEAMLESS SALESFORCE INTEGRATION “With Smart Actions, we’re making AI automation accessible to businesses of all sizes,” said Amy Grenham, Head of Marketing at Ortoo. “If you’ve ever built a custom GPT using OpenAI, creating a Smart Action will feel very familiar. Ortoo’s prompt builder allows you to set the context, specify the Salesforce fields to analyze, and determine where the output should go. This simplicity makes it incredibly easy to deploy AI-driven processes and transform operations within Salesforce.” Key Features and Practical Applications Real-World Applications of Smart Actions Get Started with Smart Actions Today Smart Actions is now available on the Salesforce AppExchange. Businesses can start using the app for free, with additional features available through a premium version. SmartActions is a 5 star product on the Salesforce AppExchange. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more