Connect your AI chatbot to Salesforce CRM. Capture leads from chat conversations, log interactions to contact records, and automate deal pipeline updates.
Setup Time
Required
Availability
To Start
What you get with Edesy Chatbot for Salesforce
Automatically create Salesforce Leads or Contacts from chat conversations with full context
Convert qualified chat interactions into Salesforce Opportunities with stage tracking
Log chat transcripts as Activities on the contact or lead record timeline
Train AI on Salesforce Knowledge articles for accurate customer responses
Simple setup process - no coding required
Benefits for your Salesforce site
Automatic lead capture to Salesforce from chat
Enrich contact records with chat engagement data
Accelerate sales pipeline with chat-qualified leads
Reduce manual data entry for sales reps
Unified customer view across chat and CRM
Common ways to use AI chatbot on Salesforce
Website visitor lead qualification
Chat-to-opportunity pipeline automation
Support case creation from chat conversations
Account-based engagement scoring
Sales inquiry routing to account owners
Common questions about Salesforce integration
Yes, Edesy Chatbot integrates with both Salesforce Lightning and Classic experiences via the Salesforce API.
Yes, when a chat conversation requires support follow-up, the chatbot can automatically create a Salesforce Case with the full conversation transcript.
The integration works with Salesforce Professional, Enterprise, Unlimited, and Developer editions. Some features may require API access.
Edesy Chatbot works with many platforms
Create an AI chatbot for your Salesforce site in minutes