LoginSign Up
← Back to all sparks
W

Weflow

CRM
Velocity5.0

Revenue workflow and pipeline hygiene tool for Salesforce sales teams

www.getweflow.com ↗

Weflow's desktop app records calls without a bot, then files them into Salesforce.

revenue-operationssalesforcecall-recordingdesktop-appactivity-capture
◆Current state
Weflow released a desktop app for Windows and macOS on October 7. It records Zoom, Google Meet, Teams and other calls without a bot, captures Aircall and RingCentral phone calls, and syncs summaries, transcripts and field updates to Salesforce. Custom uploads now accept more audio and video formats up to 512MB, and the account activity timeline aggregates activity in pipeline views. In August the focus was Advanced Analytics, a managed package inside Salesforce.
◆Where it's heading
Weflow is working both ends of the Salesforce record. The managed package puts reporting inside the CRM, and the desktop app widens what gets captured into it, removing the visible bot from calls. That deepens the product's call recording while keeping Salesforce as the system of record. Capture, then sync, then report in place is now the full loop.
◆Prediction
Expect further phone and meeting sources in the desktop app, since it already covers several meeting apps and two dialers. Whether Ask AI draws on this new call data is not stated in the entries.

◆Recent moves

  1. 1mo ago

    Weflow Desktop App

    Botless recording on the desktop extends Weflow from activity capture into conversations, with everything syncing to Salesforce. It feeds the record that August's in-CRM analytics report on.

    View source ↗
  2. 1mo ago

    More file formats supported for custom uploads

    Custom uploads now take common audio and video formats up to 512MB. A practical extension of July's manual uploads.

    View source ↗
  3. 1mo ago

    Account Activity Timeline

    Activities now roll up to the account in any pipeline view, including ones not logged to the specific opportunity. It gives reps fuller account context without leaving the pipeline.

    View source ↗
  4. 3mo ago

    Ask AI in Weflow's Chrome Extension

    Ask AI becomes reachable from the Chrome extension — from a record sidebar in Salesforce or straight from the extension search — for anyone with it enabled in the admin console. The assistant did not gain new abilities; it gained a shorter path from wherever the rep is working.

    View source ↗
  5. 3mo ago

    Fix roll-up: note editing, calendar sync, owner filter

    A fix roll-up: unsynced notes no longer render blank, future meetings sync to Salesforce without a manual trigger, AI field results render consistently, inactive users drop out of the owner filter, and timeline events key off due date instead of created date. Repair work behind the same-day feature announcements.

    View source ↗
  6. 3mo ago

    The Weflow Analytics Suite directly in Salesforce

    ⚡ SPARK

    Weflow Advanced Analytics is a managed package that builds activity reporting natively inside the customer's Salesforce, without spending API calls on reporting. It moves the analytics half of Weflow out of Weflow's own UI and into the CRM the customer already governs, which is a different shape of product from the sidebar it started as.

    View source ↗