VoiceAI + Salesforce

How VoiceAI Works with Salesforce

Salesforce is the world's leading enterprise CRM, and our native integration gives your AI receptionist full access to Salesforce's data model during and after every phone call. Connected via OAuth, the integration enables your AI phone agent to look up existing contacts and leads in real time, create new records as either Leads or Contacts, generate tasks and events, create opportunities for qualified callers, and execute SOQL queries for advanced data lookups — all through Salesforce's robust API.

During a live call, the AI receptionist can instantly search your Salesforce org for an existing contact or lead by phone number, email, or name. If the caller is a known customer, the AI accesses their record history for context-aware conversation handling. For new callers, the AI creates a Lead or Contact with all captured information including company name, title, phone, email, and custom fields. This eliminates the manual data entry that slows down sales teams and ensures every interaction is tracked from the first touchpoint.

After each call, the integration creates Salesforce tasks with the full call summary, logs activities for reporting, and generates opportunities for qualified leads with appropriate stage and amount values. For enterprise sales organizations, financial services firms, healthcare systems, and large-scale B2B operations running on Salesforce, this integration means your automated phone answering system feeds directly into your revenue pipeline with zero manual effort.