AInora

Salesforce + AI Voice Agent

Free consultation
JessicaJessica·English

+1 (218) 636-0234

One call, written into Salesforce.

Every AI call creates leads, logs activities, and updates opportunities in Salesforce - without your sales team touching the CRM.
  1. 1
    Step 1

    AI handles the call

    Inbound or outbound - AI handles the conversation, qualifies the lead, and extracts all relevant business data.

  2. 2
    Step 2

    Data syncs to Salesforce

    Lead created or updated. Activities logged. Opportunity stage advanced. Custom fields populated. Recording linked.

  3. 3
    Step 3

    Your team closes deals

    Sales reps open Salesforce and find qualified, enriched leads ready for follow-up. Zero data entry required.

Example
Inbound call · Call ended 3:12
Tom Hale
Harbour & Finch · Leeds

Jessica"Thanks, Tom. You are booked with Sarah on Thursday at 2pm, and the invite is on its way."

Written toSalesforce
Synced
  • Lead · created
    Tom Hale · Harbour & Finch
    Source: phone · 40 staff · Leeds
  • Lead score · updated
    Lead score 42 to 86
    Budget, timing and authority confirmed
  • Opportunity · stage moved
    Harbour & Finch · £18,000
    NewQualifiedMeeting booked
  • Logged call · logged
    Call · 3:12 · recording attached
    Wants outbound help this quarter, budget agreed, decides in Q4

Already on these? We plug in.

  • Bitrix24
  • HubSpot
  • Microsoft Dynamics 365 Business Central
  • n8n
  • Pipedrive
  • Salesforce
  • WhatsApp Business
  • Zendesk
  • Docusign
  • Gmail / Google Workspace
  • Kommo
  • Airtable
  • Exact Online
  • HighLevel
  • Telegram
  • a3
  • Cegid
  • Fatture in Cloud
  • Lexware Office
  • sevDesk
  • wFirma
  • enova365
  • InsERT Subiekt
  • Sellsy
  • weclapp
  • EBP
  • Calendly
  • Make
  • Microsoft Outlook / Microsoft 365
  • Odoo
  • QuickBooks Online
  • SAP
  • Xero
  • Zoho CRM
  • Freshdesk
  • Google Sheets
  • monday CRM
  • ClickUp
  • Facebook Lead Ads
  • Instagram
  • Viber
  • Agnum
  • Comarch ERP
  • Holded
  • Pennylane
  • Symfonia
  • Zucchetti
  • Fakturownia
  • JTL-Wawi
  • SimplBooks
  • Aruba Fatturazione Elettronica
  • Merit Aktiva
  • Google Calendar
  • Microsoft Dynamics 365
  • Microsoft Teams
  • Oracle NetSuite
  • Sage
  • Slack
  • Zapier
  • Cal.com
  • Freshsales
  • Intercom
  • Scoro
  • ERPNext
  • Google Drive
  • Messenger
  • Zoho Books
  • B1.lt
  • DATEV
  • inFakt
  • Rivilė
  • TeamSystem
  • Directo
  • Finvalda
  • Labbis
  • Stekas Plius
  • Axonaut
  • Teamleader Focus
+ Any system with an API

Trademarks belong to their owners. Shown to name the systems we connect to, not a partnership.

What the AI does in Salesforce.

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.

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.

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