SF

Salesforce

4.9 (3421 reviews)
CRMFree integration

Integrate HeyVoice.ai with Salesforce to automatically capture leads, update contact records, and create opportunities from phone calls and web chats. Our AI receptionist can intelligently route calls and update your CRM in real-time.

Quick Stats

Setup Time10 minutes
DifficultyMedium
Integration TypeNative
Last Updated2 days ago

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Key Features

Automatic lead capture
Contact record updates
Opportunity creation
Call logging and notes
Custom field mapping
Real-time synchronization

Benefits

Never lose a lead with automatic CRM updates
Reduce manual data entry by 90%
Get detailed call insights in Salesforce
Improve sales team productivity

Frequently Asked Questions

What Salesforce objects can HeyVoice.ai update?

HeyVoice.ai can create and update Leads, Contacts, Opportunities, Cases, and custom objects. You can configure which objects to use based on your business needs.

How does the real-time synchronization work?

HeyVoice.ai uses Salesforce REST API to update records in real-time. Changes are typically reflected in Salesforce within seconds of the call or chat interaction.

Can I customize the data that gets sent to Salesforce?

Yes! You can map HeyVoice.ai data fields to any Salesforce custom fields, and create custom automation rules to determine what data gets sent and when.

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