SIMPLE + SALESFORCE
Every call. Back in Salesforce.
Give your AI agents customer context, log call outcomes, and keep follow-up moving in Salesforce.
Nothing gets lost along the way
Salesforce contact & account data
Simple AI conversation
Call activity & follow-up
Add context without the admin
01 / BEFORE THE CALL
Start with context
Use synced contact and account data to make each conversation more relevant.
02 / AFTER THE CALL
Keep the record current
Log calls and outcomes as Salesforce activities, so your team can see what happened.
03 / NEXT STEPS
Move follow-up forward
Trigger Salesforce workflows from call results, based on the process your team chooses.
Ready to connect Salesforce?
Talk with our team about the data and workflows you want to connect. Configuration depends on your Salesforce edition and requirements.