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Enterprise-grade AI voice integration for Salesforce. Click-to-call from any record, automatic activity logging, and opportunity automation. Built for Salesforce enterprise deployments.
Calls Logged
Opportunity Updates
Listed
Grade
Enterprise integration for Salesforce users
Pull Lead, Contact, Account, and Opportunity data for personalized AI calls. Push outcomes, transcripts, and activities back automatically.
Native integration with Salesforce's Open CTI. Click-to-call from any record, screen pop for inbound, full softphone experience.
Every call logged as a Task or Event with full details. Appears in activity timeline with transcript, outcome, and next steps.
Trigger Salesforce Flows based on call outcomes. Lead converted? Opportunity created? Case escalated? All automated.
Multi-org support, custom objects, field-level security, sharing rules. Built for Salesforce enterprise deployments.
Call data in Salesforce Reports and Dashboards. Track AI call performance alongside other sales metrics.
Deep integration with standard and custom objects
Leads
Qualification calls, status updates
Contacts
Activity logging, engagement tracking
Accounts
Company data for context
Opportunities
Stage updates, amount changes
Cases
Support ticket creation
Custom Objects
Full custom object support
Enterprise-ready integration
Zero Data Entry
Everything auto-logged
Opportunity Updates
Stage moves automatically
Full Context
AI knows account history
Cadence Integration
Works with High Velocity Sales
AppExchange Listed
Security reviewed
Permission Sets
Granular access control
Multi-Org Support
Production + sandboxes
Field Mapping
Custom field support
Seamless Salesforce connection
Install from AppExchange
One-click, security reviewed
Configure AI Agents
Set up conversation flows
Map Fields
Connect to your objects/fields
Start Calling
Click-to-call from Salesforce
Trigger Salesforce Flows from call outcomes
When: Lead answers and qualifies
Then: Convert Lead to Contact + Account + Opportunity, assign to owner
When: Demo scheduled during call
Then: Create Event, update Opportunity stage, notify sales team
When: Customer reports issue
Then: Create Case, set priority, route to support queue
When: Renewal discussion completed
Then: Update Opportunity close date, adjust amount, add notes
Built for Salesforce enterprise deployments
Security Reviewed
AppExchange certified
Multi-Org
Production + sandboxes
Permission Sets
Granular access control
Custom Objects
Full support
What Salesforce users build with voice AI
Lead Qualification
AI calls and qualifies leads, converts in Salesforce
Account Check-Ins
Proactive calls to key accounts
Case Follow-Up
AI calls to verify issue resolution
Renewal Reminders
Proactive calls before subscription ends
Event Follow-Up
Post-event qualification calls
NPS Surveys
Voice surveys with results in Salesforce
Real results from enterprise deployments
"Our SDRs make 3x more qualified touches. AI handles initial outreach, they focus on warm leads. All tracked in Salesforce."
3x More Touches
B2B Software
VP Sales
"Opportunity stages update automatically based on AI call outcomes. Pipeline accuracy improved from 60% to 95%."
95% Pipeline Accuracy
Enterprise
RevOps Director
"Security team was happy - AppExchange certified, OAuth, field-level security respected. Passed our enterprise review."
Security Approved
Banking
IT Security
Common questions about connecting Salesforce
We connect via Salesforce's OAuth and APIs. Before calls, we query relevant records (Lead, Contact, Account, Opportunity) for context. After calls, we create Task records, update fields, and trigger Flows.
Yes! Our app is listed on Salesforce AppExchange and has passed Salesforce's security review. One-click install, OAuth authentication, and full enterprise support.
Yes, we integrate with Salesforce's Open CTI framework. This enables click-to-call from any record, screen pop for inbound calls, and a native softphone experience in the Salesforce console.
Absolutely! Any call outcome can trigger a Salesforce Flow. Lead qualified = create Opportunity. Appointment booked = create Event. Issue reported = create Case. Fully automated.
Full support for custom objects and custom fields. Map call data to any field. Create records in custom objects. We adapt to your Salesforce configuration.
Yes to both! Sales Cloud for lead qualification, opportunity management, and sales calls. Service Cloud for case creation, customer support, and service calls. Works with any Salesforce edition.
See how AI voice calling integrates with your Salesforce deployment