Salesforce + AI Voice Agent
Every AI call creates leads, logs activities, and updates opportunities in Salesforce - without your sales team touching the CRM.
Auto-create leads and contacts
Every qualified call creates a new Lead or Contact in Salesforce with phone, email, company name, and notes from the AI conversation. No manual data entry.
Opportunity management
AI creates and updates Salesforce Opportunities based on call outcomes. Stage, amount, close date, and next steps are populated from the conversation.
Activity logging
Every AI call is logged as a Task or Event on the contact record. Call duration, outcome, recording link, and AI-generated summary are all attached.
Lead scoring updates
AI analyzes the conversation to assess lead quality and updates the lead score in Salesforce. Hot leads are flagged for immediate follow-up by your sales team.
Custom field population
AI extracts industry, budget, timeline, pain points, and decision-maker info from calls and writes them into your custom Salesforce fields automatically.
Call recordings in Salesforce
Full call recordings are linked directly to the Salesforce activity record. Sales managers can review any AI conversation from within Salesforce.
How It Works
AI handles the call
Inbound or outbound - AI handles the conversation, qualifies the lead, and extracts all relevant business data.
Data syncs to Salesforce
Lead created or updated. Activities logged. Opportunity stage advanced. Custom fields populated. Recording linked.
Your team closes deals
Sales reps open Salesforce and find qualified, enriched leads ready for follow-up. Zero data entry required.
Frequently Asked Questions
How does AINORA connect to Salesforce?
AINORA connects via the Salesforce REST API using OAuth 2.0 authentication. During setup, you authorize AINORA to access your Salesforce org, and we map your objects, fields, and record types. The connection typically takes 30-60 minutes to configure.
Which Salesforce editions are supported?
AINORA works with all Salesforce editions that provide API access - Professional (with API add-on), Enterprise, Unlimited, and Developer editions. The integration uses standard Salesforce APIs.
Can the AI update existing records or only create new ones?
Both. When a known contact calls, AI matches them to their existing Salesforce record and updates it. For new callers, AI creates a fresh Lead. Duplicate detection uses phone number and email matching against your existing database.
Does it work with Salesforce Flows and Process Builder?
Yes. Since AINORA creates and updates standard Salesforce objects, all your existing Flows, Process Builder automations, and Apex triggers fire as expected. The AI-generated data is treated like any other Salesforce update.
Can I customize which fields the AI populates?
Absolutely. During setup, you map which conversation data goes to which Salesforce fields. Standard fields, custom fields, and even picklist values can be mapped. The AI knows which information to extract based on your configuration.
Ready to Automate Salesforce?
Connect your Salesforce org and let AI handle the data entry while your team focuses on closing deals.
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