Salesforce

OAuth 2.0

CRM Systems

Connect the world's #1 CRM with intelligent AI voice agents for enterprise-grade customer relationship management. Manage leads, contacts, cases, and opportunities with powerful automation. Features bulk API support, custom objects, and seamless integration with the entire Salesforce ecosystem.

Key Features

Comprehensive Lead and Contact management

Advanced Case management and routing

Opportunity tracking and forecasting

Custom object support and relationships

Bulk API for high-volume operations

Salesforce Flow integration

Use Cases

Enterprise CRM and customer management

Streamline your workflow with automated enterprise crm and customer management integration.

Sales pipeline and forecast management

Streamline your workflow with automated sales pipeline and forecast management integration.

Customer service case management

Streamline your workflow with automated customer service case management integration.

Account-based marketing automation

Streamline your workflow with automated account-based marketing automation integration.

Setup Requirements

To connect Salesforce, you'll need the following credentials:

Instance URL

Consumer Key

Consumer Secret

Username

Security Token

OAuth 2.0 Authentication

This integration uses secure OAuth authentication. You'll be redirected to Salesforce to authorize access.

Why Integrate Salesforce?

Automated Workflows

Eliminate manual data entry and let AI handle the heavy lifting

Secure & Compliant

Enterprise-grade security with encrypted data transmission

Real-time Sync

Instant data synchronization between platforms

Ready to Connect Salesforce?

Start automating your workflows and boost productivity with AI-powered voice agents integrated with Salesforce.