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
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