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CRM Integration
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Salesforce Integration

Every call handled by Agent IA Vocal automatically creates or updates Salesforce records — leads, contacts, opportunities, and activities. Your team arrives to calls fully briefed, without any manual data entry.

Auto lead creationOpportunity syncFlow triggersLive in 2–3 days
How it works ↓
What's Included

Everything this integration does for you.

Configured by our team. No code. No manual work. Working from your first call.

Auto-create leads and contacts

New callers become Salesforce leads instantly with full intake data populated in the right fields.

Opportunity creation

Qualified prospects automatically create opportunities in your pipeline with stage, value, and source.

Activity logging

Every call is logged as a Salesforce activity — duration, outcome, AI notes, and next action.

Workflow triggers

Calls trigger Salesforce flows — task creation, email sends, sequence enrollment — with zero manual work.

Bi-directional sync

Existing Salesforce data enriches every AI conversation. The AI knows the caller's account history.

Setup Process

Live in 2–3 business days.

You share your API key — we configure and test everything. No developer needed.

1

Share your API key

During onboarding you provide your tool's credentials. Our team handles the connection — no developer required on your end.

2

We configure everything

We map your fields, set up your workflows, and test the integration end-to-end before your agent goes live.

3

Your agent goes live

Agent IA Vocal handles every inbound call and syncs the data to your tool in real time — automatically, reliably.

4

Track results instantly

Every call, lead, and booking appears in your tool's dashboard. Your team works from complete, real-time data.

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Keep Salesforce accurate from every inbound call

Share your Salesforce credentials and our team configures leads, opportunities, and flows. Zero manual data entry from day one.

View pricing