VoiceOI
Coming soon

Salesforce Integration:
Coming Soon

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.

What Works Today.

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

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.

Recordings and Transcripts

Listen to recordings and read transcripts from the dashboard to check conversations and review how your bots handled each call.

Google Sheets Rows

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.

On the Roadmap

What We Are Planning.

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:

  • Review dispositions and call logs in the VoiceOI dashboard
  • Use recordings and transcripts to check call quality
  • Record results in Salesforce yourself
  • Warm transfer calls to human closers with AI-written notes

Planned

Salesforce integration

On the roadmap. No date announced.

Available today

  • Call logs and dispositions
  • Recordings and transcripts
  • Google Sheets step for call data

Want It Sooner?

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 workflow

Salesforce Integration - FAQs

Common questions about VoiceOI and Salesforce.

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.

2How can I get call results into Salesforce today?

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.

3Which Salesforce objects or fields will be supported?

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.

4Can I ask for the Salesforce integration sooner?

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.

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