Your AI Voice Agent at the Heart of Salesforce
Every call feeds your Salesforce CRM — without manual entry.
Our AI voice agent integrates directly into Salesforce to create leads, record activities, advance opportunities and schedule follow-up tasks — all in seconds after each call.
Key Benefits
Discover how this feature transforms your business
Leads Created Automatically
Every inbound call generates a Salesforce lead with complete data collected by the AI voice agent.
Complete Call Logs
Every call creates a detailed Salesforce activity: duration, summarized transcript, result and recommended actions.
Advanced Opportunities
The agent qualifies prospects and advances opportunities in your Salesforce pipelines according to your business rules.
Follow-Up Tasks Created
Salesforce tasks are automatically assigned to the right representatives with the right priorities and deadlines.
Salesforce Flows Triggered
Calls can trigger your existing Salesforce Flows — notifications, assignments, cascading updates.
Security and Compliance
All data transits securely via the official Salesforce API. Full compliance with your security policies.
How It Works
A simple and effective process, set up by our experts
You Share Your Salesforce Credentials
During onboarding, you provide your Salesforce login information (Connected App or OAuth). Our team handles everything.
Custom Configuration
Our team configures target Salesforce objects, assignment rules, pipeline stages and custom fields.
The Agent Handles Your Calls
Your AI voice agent answers calls, qualifies prospects and collects information according to your Salesforce processes.
Salesforce Updated in Real Time
Lead created, opportunity advanced, activity recorded, task assigned — Salesforce reflects reality instantly after each call.
Supported Salesforce Objects
Our integration covers all major Salesforce objects:
- Leads — automatic creation with AI scoring
- Contacts & Accounts — update and enrichment
- Opportunities — creation and pipeline progression
- Activities (Tasks & Events) — call logs and appointments
- Cases — automatic creation for Service Cloud
Salesforce Security and Compliance
Our integration respects Salesforce security standards:
- Connection via OAuth 2.0 or dedicated Connected App
- Minimum required permissions — least privilege principle
- Audit logs available in Salesforce Setup
- Compatible with Salesforce Shield and Field-Level Security
- No data stored outside your Salesforce Org
Industry Use Cases
Tailored to the specific needs of each sector
Large Enterprises
For sales teams already using Salesforce who want to automate call data capture.
- Zero manual entry for salespeople
- Automatic assignment rules by territory
- Complete reporting in Salesforce Reports
- Integration with Salesforce CPQ and Service Cloud
Call Centers
For teams managing high call volumes using Salesforce Service Cloud.
- Automatic handling of overflow calls
- Automatic Salesforce case creation
- Intelligent escalation by priority
- Complete history in the Salesforce timeline
Frequently Asked Questions
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Ready to Connect Salesforce to Your AI Voice Agent?
Share your Salesforce credentials and our team configures the complete integration. Your CRM will be fed automatically from the first call.