List of the Top 3 AI Agents for Salesforce CPQ in 2026

Zapier is a powerful AI and automation platform built to help teams orchestrate workflows across their entire tech stack. It connects more than 8,000 apps, enabling seamless automation between tools, data, and AI systems. Zapier allows users to create advanced multi-step workflows enhanced with AI decision-making. Teams can build custom AI agents that handle tasks like lead qualification, IT support, and customer responses. AI chatbots and AI-assisted workflow builders make automation accessible to non-technical users. Zapier centralizes data using tables and forms to power intelligent automations. The platform provides enterprise-grade security with SOC 2 and SOC 3 compliance. Full observability ensures teams can monitor, audit, and optimize every automation. Zapier supports role-based access controls and single sign-on for enterprise governance. It scales from personal productivity to company-wide automation programs. Zapier helps organizations move faster without sacrificing control or security. It enables real-world AI adoption that delivers measurable ROI.

Collate is an AI-driven metadata platform designed to provide data teams with automated tools for tasks like discovery, observability, quality, and governance, utilizing efficient agent-based workflows. Built on OpenMetadata, it boasts a unified metadata graph and includes more than 90 seamless connectors that facilitate the collection of metadata from diverse sources, including databases, data warehouses, BI tools, and data pipelines. The platform ensures data integrity by offering in-depth column-level lineage and data profiling, along with no-code quality tests. AI agents are essential for optimizing functions such as data discovery, permission-based querying, alert notifications, and large-scale incident management workflows. In addition, the platform features real-time dashboards, interactive analyses, and a collaborative business glossary that is beneficial to both technical and non-technical users, enhancing the management of valuable data assets. Its automated governance and continuous monitoring uphold compliance with regulations like GDPR and CCPA, significantly cutting down the time required to address data issues while lowering the total cost of ownership. This holistic strategy not only boosts operational efficiency but also promotes a culture of data stewardship within the organization, encouraging all stakeholders to prioritize data quality and governance. Ultimately, Collate empowers teams to harness the full potential of their data assets effectively.

Refold.ai is an advanced AI-powered integration platform designed to tackle the complex challenges of connecting modern enterprise systems and legacy applications like SAP, Oracle Fusion, and Workday Finance. Its AI agents function as tireless digital workers that automate the entire integration lifecycle — from scope definition and workflow creation to intelligent data mapping and automated test case generation. The platform uses an evolving memory graph to predict and resolve API version conflicts, detect brittle endpoints, and auto-fix workflows in real time, enabling scalable and resilient integrations. Refold offers instant support for over 100 enterprise applications through a curated marketplace and provides smooth authentication, XML/ETL pipeline management, and detailed observability with audit logs. Deployment options include cloud, self-hosted, and air-gapped on-premises setups, supporting AWS, GCP, and Azure environments. Refold empowers solution engineers to build demos quickly, professional services teams to deliver integrations efficiently, product teams to embed integrations as core features, and AI teams to develop memory-driven internal agents. The platform is trusted by global clients for accelerating sales cycles and slashing integration costs by more than half. It boasts enterprise-grade security certifications such as SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliance. Refold’s combination of AI-driven automation, real-time adaptation, and comprehensive integration infrastructure makes it a vital tool for modern enterprises. Overall, Refold.ai turns integration bottlenecks into seamless workflows, enabling faster innovation and superior customer experiences.