Salesforce

Overview

Connect your voice agent with Salesforce to synchronize customer data and automate CRM workflows during phone conversations. The integration allows agents to create leads, update accounts, and log activities in real time.

How it works

A Telnyx Voice AI agent can capture customer information during a call and interact with Salesforce through API tool calls. Based on the conversation, the agent can create leads, update accounts or opportunities, and log activities directly in the CRM, keeping customer data synchronized with real-time interactions.

Capabilities

The Salesforce integration supports the following operations across core CRM objects:

Accounts

create_account

get_account

update_account

list_account

search_account

delete_account

Contacts

create_contact

get_contact

update_contact

list_contact

search_contact

delete_contact

Leads

create_lead

get_lead

update_lead

list_lead

search_lead

delete_lead

Opportunities

create_opportunity

get_opportunity

update_opportunity

list_opportunity

search_opportunity

delete_opportunity

Cases

create_case

get_case

update_case

list_case

search_case

delete_case

Tasks

create_task

get_task

update_task

list_task

search_task

delete_task

Events

create_event

get_event

update_event

list_event

search_event

delete_event

Notes

create_note

get_note

update_note

list_note

search_note

delete_note

Users

get_user

list_user

Start building

About Salesforce

Salesforce is the world's leading customer relationship management platform, unifying sales, service, marketing, commerce, and analytics into a single source of truth. With its Data Cloud, Agentforce AI agents, and Customer 360 portfolio, Salesforce helps businesses of every size connect with customers through data-driven, intelligent workflows.

What moves between the agent and Salesforce

A Telnyx voice AI agent can read, create, update, and search across the core Salesforce CRM objects during a live phone call. When a caller identifies themselves, the agent can look up the matching account or contact, pull opportunity details, and review open cases to provide context-aware responses.

During the conversation, the agent can create new leads from inbound calls, update opportunity stages as deals progress, log tasks and events against the right records, and open or close support cases. Notes captured during the call are written back to Salesforce in real time so the CRM stays synchronized with every interaction.

The agent can also search across accounts, contacts, and leads by name, email, phone number, or other fields, making it possible to match callers to existing records and route them appropriately - all without a human touching the CRM.

COMPOSITION

Pick the job. The primitives light up.

Four Salesforce assistants. Pick one and the blocks it runs on light up, and the create call attaches Salesforce in the same request, the meter prices it. Or click any single block: every primitive sells alone.

CHOOSE BY USE CASE OR PRODUCT

CommsSIP Trunking
CommsGlobal numbers
AIVoice AI Agents
AIText-to-Speech
AISpeech-to-Text
IdentityNumber Lookup API
EdgeInference

RESULTS

cURL

# ai-powered lead capture — create the agent# tools attach in the same requestcurl -X POST https://api.telnyx.com/v2/ai/assistants \  -H "Authorization: Bearer $TELNYX_API_KEY" \  -H "Content-Type: application/json" \  -d '{    "name": "salesforce-lead-capture",    "model": "meta-llama/Meta-Llama-3.1-8B-Instruct",    "instructions": "Answer the call, ask the caller for their name, company, and contact details, look up the phone number, and create a new lead in Salesforce.",    "integrations": [      { "integration_id": "salesforce" }    ]  }'# 7 primitives · 1 vendor · 1 bill# 1 tool · GET /v2/ai/integrations

AI-Powered Lead Capture

Primitives composed: 7 of 50
Tools attached: 1
Est. latency budget: ~460 ms
Est. unit cost (all-in): $0.05/min
Vendors required: 1

SELECT USE CASE

OR SELECT PRODUCT

RESULTS

cURL

# ai-powered lead capture — create the agent# tools attach in the same requestcurl -X POST https://api.telnyx.com/v2/ai/assistants \  -H "Authorization: Bearer $TELNYX_API_KEY" \  -H "Content-Type: application/json" \  -d '{    "name": "salesforce-lead-capture",    "model": "meta-llama/Meta-Llama-3.1-8B-Instruct",    "instructions": "Answer the call, ask the caller for their name, company, and contact details, look up the phone number, and create a new lead in Salesforce.",    "integrations": [      { "integration_id": "salesforce" }    ]  }'# 7 primitives · 1 vendor · 1 bill# 1 tool · GET /v2/ai/integrations

AI-Powered Lead Capture

Primitives composed: 7 of 50
Tools attached: 1
Est. latency budget: ~460 ms
Est. unit cost (all-in): $0.05/min
Vendors required: 1

RESULTS

cURL

# ai-powered lead capture — create the agent# tools attach in the same requestcurl -X POST https://api.telnyx.com/v2/ai/assistants \  -H "Authorization: Bearer $TELNYX_API_KEY" \  -H "Content-Type: application/json" \  -d '{    "name": "salesforce-lead-capture",    "model": "meta-llama/Meta-Llama-3.1-8B-Instruct",    "instructions": "Answer the call, ask the caller for their name, company, and contact details, look up the phone number, and create a new lead in Salesforce.",    "integrations": [      { "integration_id": "salesforce" }    ]  }'# 7 primitives · 1 vendor · 1 bill# 1 tool · GET /v2/ai/integrations

AI-Powered Lead Capture

Primitives composed: 7 of 50
Tools attached: 1
Est. latency budget: ~460 ms
Est. unit cost (all-in): $0.05/min
Vendors required: 1

One request. Tools attached. You pay the minute, not the connector.

THE TELNYX PLATFORM

Powered by the Telnyx platform

Every Telnyx integration runs on the same infrastructure: voice AI agents for conversation, inference for reasoning, SIP trunking for transport, STT and TTS for understanding and speech, and phone numbers for provisioning.

Voice AI Agents

Handle inbound calls and interact with Salesforce records - creating leads, updating cases, and logging tasks during natural conversations.

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Inference

Power reasoning and decision-making so the agent knows when to create a lead versus update an existing contact in Salesforce.

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SIP Trunking

Carry every Salesforce-connected call over Telnyx SIP trunks with carrier-grade reliability and global reach.

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Speech-to-Text

Transcribe calls in real time so the agent can understand caller intent and write accurate notes back to Salesforce.

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Text-to-Speech

Deliver natural-sounding responses that reflect Salesforce data - reading back account details, order statuses, and next steps.

Learn more

Phone Numbers

Provision local and toll-free numbers for your Salesforce-connected voice agent in minutes, with instant activation.

Learn more

Ready to build with Telnyx?

Start building Talk to sales

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Salesforce

Overview

How it works

Capabilities

About Salesforce

What moves between the agent and Salesforce

Powered by the Telnyx platform

Voice AI Agents

Inference

SIP Trunking

Speech-to-Text

Text-to-Speech

Phone Numbers

Ready to build with Telnyx?

MORE INTEGRATIONS

Airtable

Asana

Calendly

Confluence

Figma

Github

Gong

Greenhouse

Ask AI