What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Fetch customer or sales data from Veeva CRM for immediate decision making.
Example
When a sales rep logs a meeting, pull relevant customer medical history into the CRM.
Memory Recall
Retrieve CRM activity history, sales visit logs, and prescription interaction records in Veeva CRM.
Example
"Get field visit summaries and physician engagement from Veeva CRM."
Instant Reaction
Alert sales team when Veeva CRM activity logs fail to sync.
Example
"Notify rep if submitted call report fails to upload."
Autonomous Routine
Monitor rep engagement, call frequencies, and territory coverage.
Example
"Generate weekly report of rep call activity per region."
Agent-Initiated Action
Auto-assign new accounts to reps based on activity gaps.
Example
"Assign new HCP to rep if no recent calls in past 30 days."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Veeva Vault
Sync activity logs
Slack
Notify medical reps of changes
Google Sheets
Track document status
Try It with Your Agent
Example Prompt:
"Notify compliance when Veeva CRM activity logs show multiple unviewed items."
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect Veeva CRM in Fastn UCL: Select the connector and initiate setup.
2
Authenticate using Veeva SSO or OAuth with enterprise scope.
3
Enable "veeva.get_activity" and "veeva.create_call".
4
Use the AI Agent to log medical rep activities and access HCP records.
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
