Outbound calls logged as Salesforce Tasks. Lead, Contact, and Opportunity auto-updates. Custom field mapping. Built against your Salesforce org by the team behind Edesy Voice Agent.
₹95,000
Bidirectional Sync price
2 weeks
Standard delivery
₹4,000/mo
Maintenance retainer
21 days
Bug-fix warranty
Recommended package: Bidirectional Sync. Salesforce orgs typically need multi-object support and workflow triggers.
Standard configurations included in our packages. Custom workflows on request.
Each voice agent call becomes a Task on the related Lead, Contact, or Opportunity record.
Lead Status (Working, Nurturing, Converted) and Lead Source automatically updated based on call outcome.
Inbound support call automatically creates a Case in Service Cloud with priority routing based on intent.
Full transcript synced as long-text custom field on the related Task or Opportunity.
Call recording URL attached as a Salesforce Content Document linked to the record.
Outcome matches your rule? Fire a Salesforce Flow — assign reps, update opportunity stage, send emails.
What happens when a voice agent call ends:
Voice agent makes the call
Webhook fires on call end
Edesy connector authenticates via Connected App
Task created on related Lead/Contact via REST API
Custom fields populated (transcript, recording, outcome)
What happens when a Salesforce Flow triggers a call:
Salesforce Flow or Process Builder triggers on Lead field change
Outbound Message or Apex Trigger fires webhook
Edesy queues voice agent call with Salesforce record context
Call result syncs back as Task on same record
Flow continues based on call result
Standard mappings included. Additional fields available on request.
Salesforce Lead/Contact Phone → voice agent recipient
Salesforce Lead/Contact Name → call variable
Voice agent call duration → Task field
Voice agent transcript → Task Description or custom text field
Voice agent recording URL → Task field or Content Document
Voice agent call outcome → Lead Status or Opportunity Stage
What we build against:
Salesforce API: REST API v58+
Auth: OAuth 2.0 Connected App or JWT Bearer Token
Rate limit: per-org daily API limit, batched by connector
Sandbox-first deployment, then promote to production
Compatible: Sales Cloud, Service Cloud, Financial Services Cloud
Predictable 5-step process from first call to deployed integration
Discovery call
20–30 min call to understand your CRM, voice agent use case, and field mapping needs. Free for standard CRMs.
Fixed-price quote
1-page scope document with exact deliverables, timeline, and price. No padding, no revisions to scope.
40% deposit, work begins
Build starts within 2 business days of deposit. Daily updates via Slack or email.
Build, test, deploy
Built against sandbox first, end-to-end test calls verified, then deployed to production.
Handoff + maintenance
Final demo, documentation handoff, 60% balance. Maintenance retainer starts the day after launch.
12-month total cost comparison for a typical voice agent CRM integration
| Feature | Dimension | Freelancer | In-house engineer | Edesy |
|---|---|---|---|---|
| Voice agent webhook expertise | ||||
| Scoping included (no in-house time) | ||||
| Fixed price upfront | ||||
| Bug-fix warranty post-launch | ||||
| Maintenance when CRM API changes | ||||
| Best-effort weekday support | ||||
| Delivery in 7 working days | ||||
| GST-compliant Indian invoicing |
Common questions about Salesforce voice agent integration
Same delivery promise, different CRM.
Book a 20-minute scoping call. We'll send a fixed-price quote for your Salesforce org within one business day.