Integrations

Keep Salesforce work connected.

POCAVI connects the operational context in Salesforce to the tools delivery and revenue teams already use. The point is not another dashboard. It is a clearer route from signal to action.

Connected workflows

The work around Salesforce belongs in the picture too.

Choose the connection based on the workflow you are improving. Connections are configured for the systems and permissions your team has approved.

Source control

GitHub, GitLab, Bitbucket

Connect metadata work with branches, commits, pull requests, and the delivery path to production.

Work management

Jira, Linear, Trello

Link releases, user stories, planning decisions, and delivery status without duplicating context.

Documentation

Confluence, Google Docs

Keep the implementation and release decisions close to the documentation teams rely on.

Revenue activity

Google Workspace, Microsoft 365

Bring configured email, calendar, and Salesforce activity context into pipeline inspection and deal workflows.

Conversation intelligence

Conversation intelligence

Connect configured conversation context and deal signals to coaching and inspection workflows.

Automation

Webhooks and API access

Use verified webhooks and API-level connections for the workflows specific to your operating model.

Integration planning

Connect the systems that change the decision.

We start with the Salesforce org, the owner of the workflow, and the system that holds the missing context. That prevents integration sprawl before it starts.

See implementation
Admin and DevOpsSalesforce, source control, work management, documentation, and webhooks.
ForecastSalesforce, email/calendar activity, conversation intelligence, and alerts.
ComplianceSalesforce data context, audit evidence, and controlled operating workflows.