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Enterprise CRM Updates During Voice Calls

Connect Salesforce to enable voice agents to update leads, opportunities, and customer records in real-time during phone conversations. Maintain accurate CRM data without manual entry.

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I want to see how VoiceInfra handles 24/7 customer calls
Show me how this integrates with our existing PBX system
Can you demo the AI agent for lead capture and qualification?
I need to reduce our call center costs with automation
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Key Benefits

Leveraging the Salesforce CRM Integration integration provides several advantages:

Real-time Salesforce record updates during calls

Automatic lead qualification and scoring with AI follow-up triggers

Dynamic outbound calls triggered by lead scoring thresholds

Opportunity creation and pipeline management

Contact and account information access

Custom field updates and workflow triggers

Integration with Salesforce automation rules and Process Builder

Setup Steps

Setting up the Salesforce CRM Integration integration involves these key steps:

1

Connect Salesforce Org

Authenticate with your Salesforce organization using OAuth and configure API access.

2

Map Data Fields

Configure which Salesforce fields should be updated during voice conversations.

3

Set Workflow Rules

Define when and how voice interactions trigger Salesforce workflows and automations.

4

Test CRM Updates

Validate record creation and updates through test calls with sample data.

Frequently Asked Questions

Common questions about Salesforce CRM Integration integration.

Yes, agents can retrieve and reference existing Salesforce records during calls, providing personalized service based on customer history and preferences.
Voice agents can update lead scores, qualification status, and custom fields based on conversation content. When lead scoring hits thresholds (like 90 points), VoiceInfra can automatically trigger instant AI follow-up calls through our Dynamic Outbound Call API.
Yes, the integration supports standard and custom Salesforce objects, allowing you to update any field or record type based on voice conversation data.

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