Connect Convo AI helpdesk with Salesforce to display customer data in the support inbox, sync conversations to Salesforce Cases, and escalate tickets with full CRM context.
Channels
CRM Sync
Support
To Start
What you get with Convo AI for Salesforce
View Salesforce Leads, Contacts, Accounts, and Opportunities directly in the Convo AI inbox sidebar. Agents see customer lifetime value, open deals, and past Cases without switching tabs.
Automatically create Salesforce Cases from Convo AI conversations across WhatsApp, email, live chat, and Instagram. Full chat transcripts, attachments, and CSAT scores are logged to the Case record.
Escalate complex issues from Convo AI directly into Salesforce Service Cloud queues. Agents can assign priority, case type, and link to existing Accounts or Contacts during handoff.
Push CSAT scores, resolution times, and conversation summaries back to Salesforce Contact and Account records. Build Service Cloud reports and dashboards powered by Convo AI interaction data.
Simple setup process - connect in minutes
Benefits for your support team and customers
Give agents instant access to Salesforce customer data without leaving the inbox
Automatically log every support conversation as a Salesforce Case with full transcript
Escalate tickets to Salesforce Service Cloud with complete conversation context
Track CSAT scores and resolution metrics in Salesforce reports and dashboards
Maintain a unified customer record across sales, service, and support channels
Common ways to use Convo AI with Salesforce
Display Salesforce Account health scores and open Opportunities in the inbox sidebar so agents can prioritize high-value customers
Auto-create Salesforce Cases from WhatsApp and Instagram conversations with full chat history and media attachments
Escalate billing disputes from Convo AI to Salesforce Service Cloud with linked Account, Contact, and order details
Log CSAT scores from post-conversation surveys back to Salesforce Contact records for service quality reporting
Route incoming conversations based on Salesforce Account owner so customers reach their dedicated support agent
Lower than Intercom, Drift, Crisp
AI chatbot from ₹0/month + per conversation
Common questions about Salesforce integration
The integration supports Salesforce Professional, Enterprise, Unlimited, and Developer editions. API access is required, which is included in Enterprise and above. Professional edition users need the API add-on enabled.
Yes, you can configure any standard or custom Salesforce object to display in the sidebar. Custom fields, formula fields, and related list data are all supported in the sidebar context panel.
Cases created from Convo AI respect your existing Salesforce Case assignment rules. You can also override assignment during escalation or configure channel-specific assignment rules within the integration settings.
Yes, conversation events, CSAT scores, and case creation happen in real time. Sidebar data from Salesforce is fetched live when an agent opens a conversation, ensuring they always see the latest CRM information.
Convo AI works with all major CRM platforms