Salesforce + AI Voice Agents: Enterprise-Grade Integration
Connect your AI voice agent to Salesforce for automatic lead creation, activity logging, and opportunity management.
What is the Salesforce Integration?
PicoCrate's Salesforce integration connects your AI voice agent to your Salesforce org. Inbound calls automatically create or update Leads and Contacts, log Activities, and can update Opportunities and trigger Flows. Built for businesses using Salesforce Sales Cloud, Service Cloud, or Health Cloud.
How the Salesforce Integration Works
Enterprise-grade data sync between AI voice and Salesforce
Authenticate via OAuth
Secure OAuth 2.0 connection to your Salesforce org. Works with Production, Sandbox, and Developer orgs.
Configure Object Mapping
Map call data to Salesforce objects: Leads, Contacts, Accounts, Activities, Opportunities, and custom objects.
Set Up Flow Triggers
Trigger Salesforce Flows based on call events for lead routing, notifications, or custom automation.
Real-Time Sync Active
Calls sync via Salesforce API in real-time. All data lands in your org seconds after call completion.
Salesforce Integration Features
Full Salesforce CRM connectivity
Lead/Contact Creation
Automatically create Leads or Contacts from inbound calls with full caller details.
Activity Logging
Log every call as a Task or Event with duration, notes, recording link, and outcome.
Flow Triggers
Trigger Salesforce Flows for lead assignment, notifications, follow-up tasks, and more.
Opportunity Updates
Update Opportunity stages and fields based on call outcomes and qualification.
Custom Object Support
Map call data to custom objects specific to your Salesforce implementation.
Multi-Org Support
Connect multiple Salesforce orgs for different business units or use cases.
Setup Steps
- 1Log in to your PicoCrate dashboard
- 2Navigate to Integrations > Salesforce
- 3Click "Connect Salesforce" and log in to your org
- 4Grant PicoCrate necessary permissions
- 5Map call fields to Salesforce objects and fields
- 6Configure Flow triggers for call events
- 7Test with a sample call to verify sync
- 8Connection complete—calls now sync to Salesforce
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Salesforce Integration FAQs
Common questions about connecting PicoCrate to Salesforce
We support Salesforce Essentials, Professional, Enterprise, and Unlimited editions. API access is required, which is available on Professional and above.
Yes, you can map call data to any custom objects in your Salesforce org, not just standard objects like Leads and Contacts.
Leads created by PicoCrate can trigger your existing Salesforce lead assignment rules or Flows for custom routing logic.
Yes, we support Health Cloud including Patient and Care Team objects. This is ideal for healthcare organizations using Salesforce.
We can create Service Appointments and Work Orders from calls, making this integration ideal for field service businesses.
Yes, you can connect to Sandbox orgs for testing before deploying to Production. We recommend testing all integrations in Sandbox first.
Ready to Integrate with Salesforce?
See how AI voice agents can automate your Salesforce data entry and lead management. Get a free demo today.