1Does VoiceOI integrate with Salesforce today?
Not yet. A Salesforce integration is planned and on our roadmap, but it is not available today and we have not announced a release date.
VoiceOI does not connect to Salesforce yet. A Salesforce integration is planned. Until then, call logs, dispositions, recordings and transcripts are available in the VoiceOI dashboard.
A Salesforce integration is not available yet, but these VoiceOI capabilities work today. How to get call results into your CRM today.
Call logs and dispositions in the VoiceOI dashboard show the outcome of each call, so your team can see what happened and decide what to record in Salesforce.
Listen to recordings and read transcripts from the dashboard to check conversations and review how your bots handled each call.
Add a Google Sheets step to your script and each call that reaches it appends a new row to a sheet you connect with Google sign-in, filled from the answers and lead details captured on the call.
A Salesforce integration is planned and on our roadmap. It is not available today, and we have not announced a release date or the details of how it will work. Until then, you can use VoiceOI alongside Salesforce like this:
Planned
Salesforce integration
On the roadmap. No date announced.
Available today
Tell us how your team uses Salesforce and what you would want from an integration. Your input helps us understand what matters.
Tell us about your workflowCommon questions about VoiceOI and Salesforce.
Not yet. A Salesforce integration is planned and on our roadmap, but it is not available today and we have not announced a release date.
There is no automatic Salesforce sync yet. Call logs, dispositions, recordings and transcripts are available in the VoiceOI dashboard, where your team can review them and record results in Salesforce by hand. You can also add a Google Sheets step to your script so each call that reaches it appends a row to a sheet you connect.
We have not announced the details of the planned Salesforce integration, including which objects or fields it will cover. If you have specific needs, tell us about them on the contact page.
You can tell us about your Salesforce workflow on the contact page. We cannot promise a date or specific behavior, but hearing how teams work in Salesforce helps us understand what matters.