VoiceOI

Salesforce AI Voice Pipeline.

Sync VoiceOI call outcomes, transcription summaries, and Salesforce Object updates in real-time. Automated CRM dispositioning for enterprise BPOs.

CRM Synchronization

Salesforce
Data Pipeline.

Stop wasting seat time on manual data entry. Sync VoiceOI call outcomes, transcription summaries, and Salesforce Object updates in real-time.

Enterprise Data Mastery.

BPO profitability depends on clean data. VoiceOI ensures every voice call results in a perfectly mapped Salesforce event.

Object Mapping

Map voice outcomes directly to Leads, Contacts, Accounts, or custom objects. Universal field mapping for zero friction.

Auto-Dispositions

Our voice agents identify the outcome (Sale, Refusal, Call Back) and update the Salesforce record before the call completes.

Sentiment Tracking

Push detected sentiment scores and full transcription summaries into Salesforce Activity logs for management review.

Native Salesforce API

Sync Beyond The Call.

Our integration leverages Salesforce's Bulk API and Event architecture to ensure your CRM is always the source of truth for your voice agent fleet.

  • Bidirectional field synchronization
  • Automatic Task & Event creation
  • Native support for Salesforce Flows
  • Custom Object & Field Mapping

[CRM] -- Initiating Handover (SFDC-7742)

[DATA] -- Fetching Object Meta: [Opportunity]

[AGENT] -- Call Outcome: "Approved for Transfer"

[SFDC] -- UPDATE: StageName = "Qualified"

[DATA] -- Pushing Transcript to ActivityHistory

Unleash Your
Salesforce Performance.

Eliminate manual data entry and scale your CRM updates with VoiceOI.

Provision Salesforce Sync

Salesforce Integration - FAQs

Salesforce specific sync and logic questions.

1How does VoiceOI sync with Salesforce?

VoiceOI pushes call dispositions, transcriptions, qualification data, and agent outcomes directly to Salesforce objects in real time. Contacts, leads, and opportunities are updated automatically after each call without manual entry.

2Which Salesforce objects does VoiceOI update?

VoiceOI can update Leads, Contacts, Opportunities, Activities (Tasks/Events), and Custom Objects in Salesforce. Field mappings are configured through the VoiceOI builder to match your CRM pipeline structure.

Navigation

Back to Integrations Hub

Explore the full mesh of VoiceOI integrations and technical deep-dives.

Chat with us