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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 creation✓ Opportunity sync✓ Flow triggers✓ Live 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.

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Auto-create leads and contacts

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

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Opportunity creation

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

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Activity logging

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

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Workflow triggers

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

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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