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CRM & sales

Salesforce

Salesforce for your phone line: your agent finds, updates and books in your CRM during the call.

Connect Salesforce once from the AgentCalls dashboard and your agent can work with your CRM while it talks to callers. It can look up a contact or lead, check an account before a call, log what was agreed, add a prospect to a campaign, or complete a follow-up task. Your agent has access to 200 Salesforce actions, so most sales and service steps your team takes by hand can be handled on the call.

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What your agent can do with Salesforce

  • Look up existing contacts, leads and accounts by phone number or name during the call
  • Create or update lead records with the caller's details and reason for calling
  • Add contacts and leads to campaigns so engagement is tracked automatically
  • Route new leads to the right owner using your existing lead assignment rules
  • Mark follow-up tasks complete and log notes after a call ends

Salesforce exposes 200 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound call from an existing customer

  1. Caller

    Hi, this is Dana Whitfield calling from Whitfield Dental. We want to upgrade our package.

  2. Agent

    Thanks for calling, Dana. I can see your account with us. Which package are you looking at?

  3. Caller

    The Plus plan, starting next month if that works.

  4. Agent

    That works. I've logged the upgrade request on your account and linked it to your contact record. Our team will confirm the start date by Thursday.

New lead from a Gulf property inquiry

  1. Caller

    Hello, I'm Omar Haddad. I saw your listing for the office space in Al Olaya.

  2. Agent

    Hello Omar, thank you for calling. May I take your email so I can send you the details?

  3. Caller

    Sure, it's omar.haddad@example.com. I need around 800 square metres.

  4. Agent

    Got it. I've created a new lead with your requirements and assigned it to our leasing team. They'll call you tomorrow at 10 am.

Outbound follow-up after a demo

  1. Agent

    Good afternoon, may I speak with Priya Raman? This is calling from Northline Logistics following your demo last week.

  2. Caller

    Yes, speaking. I was going to get back to you about pricing.

  3. Agent

    I can help with that now. I've pulled up your opportunity and added the 50-seat option. Shall I send the quote to your work email?

  4. Caller

    Yes please, and mark the follow-up as done.

  5. Agent

    Done. The quote is on its way and the follow-up task is marked complete.

How to connect Salesforce

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Salesforce

    From Integrations in the dashboard, choose Salesforce and sign in with your account. Connecting takes one click and can be revoked at any time.

  3. 3

    Choose the actions

    In the agent editor, enable the Salesforce actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Use cases that use Salesforce

Use casesLead qualificationThe agent asks your qualifying questions, scores the answers and hands hot leads to sales with everything written down.

Industries

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All CRM & sales integrations

Questions, answered.

Does it work during the call or only after?

Both. Your agent can look up records and create or update them while the call is live, and it can log notes and complete tasks once the call ends.

What do I need to connect Salesforce?

A Salesforce account with access to the records you want your agent to use. Sign in to Salesforce from the AgentCalls dashboard and the connection is set up in one click.

Is Salesforce included in my plan?

Tool integrations, including Salesforce, are included from the Growth plan.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Salesforce.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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