MERKAVA · INTEGRATES WITH SALESFORCE

Merkava + Salesforce

CRM mirror, opportunity sync. The AI executive team reads and writes Salesforce directly — no Zapier, no glue code.

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DRIVES THAT USE SALESFORCE

Prospector, OODA

SPECIALISTS THE EXECS DEPLOY

The Drives that do the actual reps.

Prospector
Sales Development Rep

pipeline, enrichment, outbound sequencing

OODA
Competitive Intelligence Analyst

tracks competitors and surfaces moves

Connect Salesforce. Hire the team.

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FAQ

Common questions.

What does Merkava do with Salesforce?

CRM mirror, opportunity sync. Specifically, Prospector, OODA read from and write to Salesforce as part of their normal motions — no glue code, no Zaps, just direct integration via the Platform Contract.

Do I need a paid Salesforce plan?

If Salesforce requires a paid plan for API access, yes — Merkava connects through your existing Salesforce account and respects whatever tier you're on. We don't proxy or resell Salesforce.

What writes happen automatically?

By default, Merkava operates in "review-each" mode for any Salesforce write — every action waits for your approval. As trust builds, the trust ladder lets you auto-approve low-impact writes. You can pin any action class to manual permanently.

What happens if I disconnect Salesforce?

Drives that depend on Salesforce pause cleanly. No data is deleted from your Salesforce account. You can reconnect anytime from /settings/integrations.

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