An honest forecast for your Salesforce pipeline
Connect Salesforce and Noodle reads the emails and calls behind every opportunity. You see how likely each one is to close, why the stuck ones are stuck, and how the evidence compares with the forecast in Salesforce.
What you get
- A verdict on every opportunity: win likelihood with reasons, the stage the evidence supports, and the top risk with its source.
- Emails and call transcripts filed against the right opportunity, using CRM relationships, contact roles and account domains.
- Your Salesforce-weighted forecast next to the evidence-weighted forecast, with the opportunities where they disagree.
What Noodle reads from Salesforce
- Opportunities
- Contacts and contact roles
- Accounts
How to connect
- 1In Noodle, open Settings → Connectors and choose Add Salesforce.
- 2Sign in to your Salesforce org and authorise Noodle.
- 3Noodle imports your opportunities and starts filing email and calls against them.
If Salesforce blocks the connection, your Salesforce administrator needs to approve the Noodle connected app under Setup → Connected Apps.
Your data
What Noodle syncs is stored in an encrypted database on your computer. Only the text needed for an analysis is sent to Belt AI, or to your own AI provider if you bring a key, and nothing is used to train models. Read more about security.
Frequently asked questions
- What does Noodle read from Salesforce?
- Opportunities, contacts, accounts and related records, so it can match emails and calls to the right deal.
- Do my reps need to change how they use Salesforce?
- No. Noodle does not depend on reps logging activity. It reads the emails and call transcripts directly.
- What if Salesforce says the authorisation is blocked?
- Ask your Salesforce administrator to approve the Noodle connected app, then connect again.