--- title: Salesforce canonical: https://telnyx.com/integrations/salesforce --- # Salesforce [Back to Integrations](https://telnyx.com/integrations) # 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](https://telnyx.com/sign-up) CATEGORY Developer resources DEVELOPER LINKS [Telnyx Voice API fundamentals](https://developers.telnyx.com/docs/voice/programmable-voice/voice-api-fundamentals)[Salesforce API documentation](https://developer.salesforce.com/docs/apis) ### 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. Loading... One request. Tools attached. You pay the minute, not the connector. [Voice API](https://telnyx.com/products/voice-api)[SIP Trunking](https://telnyx.com/products/sip-trunks)[TeXML](https://telnyx.com/products/texml)[WebRTC](https://telnyx.com/products/webrtc)[Conversation Relay](https://telnyx.com/products/conversation-relay)[SMS API](https://telnyx.com/products/sms-api)[MMS API](https://telnyx.com/products/mms-api)[RCS](https://telnyx.com/products/rcs)[WhatsApp Business](https://telnyx.com/products/whatsapp-business-api)[Short code](https://telnyx.com/products/sms-short-code)[10DLC](https://telnyx.com/products/10dlc-registration)[Alphanumeric sender ID](https://telnyx.com/products/alphanumeric-sender-id)[Email API](https://telnyx.com/products/email-api)[Global numbers](https://telnyx.com/products/phone-numbers)[Toll-free numbers](https://telnyx.com/products/toll-free-numbers)[Number porting](https://telnyx.com/products/number-porting)[Fax API](https://telnyx.com/products/fax-api)[Microsoft Teams](https://telnyx.com/products/enterprise-integrations-ms-teams)[Zoom Phone](https://telnyx.com/products/enterprise-integrations-zoom-phone)[Voice AI Agents](https://telnyx.com/products/voice-ai-agents)[Text-to-Speech](https://telnyx.com/products/text-to-speech-api)[Speech-to-Text](https://telnyx.com/products/speech-to-text-api)[Voice Design](https://telnyx.com/products/voice-design-lab)[Agent Browser](https://telnyx.com/products/agent-browser)[Meeting Bot](https://telnyx.com/products/meeting-bot)[Web Search API](https://telnyx.com/products/web-search-api)[Deepfake Detection](https://telnyx.com/products/deepfake-detection)[Branded Calling](https://telnyx.com/products/branded-calling)[Verify API](https://telnyx.com/products/verify-api)[Number Lookup API](https://telnyx.com/products/number-lookup)[Number Reputation](https://telnyx.com/products/number-reputation)[Virtual Cross Connects](https://telnyx.com/products/programmable-networking)[Cloud VPN](https://telnyx.com/products/cloud-vpn)[Global IP](https://telnyx.com/products/global-ip)[IoT SIM Card](https://telnyx.com/products/iot-sim-card)[eSIM](https://telnyx.com/products/esim)[Private Wireless Gateways](https://telnyx.com/products/iot-vpn)[Mobile Voice](https://telnyx.com/products/mobile-voice)[Functions](https://telnyx.com/products/functions)[StatefulActor](https://telnyx.com/products/stateful-actors)[KV](https://telnyx.com/products/kv)[SQLDB](https://telnyx.com/products/sqldb)[Inference](https://telnyx.com/products/inference)[AgentSDK](https://telnyx.com/products/agentsdk)[Embeddings API](https://telnyx.com/products/embeddings-api)[Missions](https://telnyx.com/products/missions)[LiveKit on Telnyx](https://telnyx.com/products/livekit-on-telnyx)[Object Storage](https://telnyx.com/products/storage)[CloudFS](https://telnyx.com/products/cloudfs) 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. [Learn more](https://telnyx.com/products/voice-ai-agents) ### Inference Power reasoning and decision-making so the agent knows when to create a lead versus update an existing contact in Salesforce. [Learn more](https://telnyx.com/products/inference) ### SIP Trunking Carry every Salesforce-connected call over Telnyx SIP trunks with carrier-grade reliability and global reach. [Learn more](https://telnyx.com/products/sip-trunks) ### Speech-to-Text Transcribe calls in real time so the agent can understand caller intent and write accurate notes back to Salesforce. [Learn more](https://telnyx.com/products/speech-to-text-api) ### Text-to-Speech Deliver natural-sounding responses that reflect Salesforce data - reading back account details, order statuses, and next steps. [Learn more](https://telnyx.com/products/text-to-speech-api) ### Phone Numbers Provision local and toll-free numbers for your Salesforce-connected voice agent in minutes, with instant activation. [Learn more](https://telnyx.com/products/phone-numbers) ## Ready to build with Telnyx? [Start building](https://telnyx.com/sign-up)[Talk to sales](https://telnyx.com/contact-us) ## MORE INTEGRATIONS * ### Airtable Read and update structured records seamlessly through voice. [Learn more](https://telnyx.com/integrations/airtable) * ### Asana Create tasks and keep projects on track using voice. [Learn more](https://telnyx.com/integrations/asana) * ### Calendly Book meetings and manage availability through natural conversation. [Learn more](https://telnyx.com/integrations/calendly) * ### Confluence Find and surface internal knowledge instantly through voice. [Learn more](https://telnyx.com/integrations/confluence) * ### Figma Access design files and project context through voice. [Learn more](https://telnyx.com/integrations/figma) * ### Github Manage issues, pull requests, and code tasks hands-free through voice. [Learn more](https://telnyx.com/integrations/github) * ### Gong Bring conversation insights into every voice interaction. [Learn more](https://telnyx.com/integrations/gong) * ### Greenhouse Optimize recruiting with voice-driven updates, scheduling, and candidate workflows. [Learn more](https://telnyx.com/integrations/greenhouse) [Start building](https://telnyx.com/sign-up) CHOOSE BY USE CASE OR PRODUCT Use caseProducts * AI-Powered Lead CaptureCaller provides details, agent creates a lead in Salesforce * Appointment SchedulingCaller picks a time, agent books it and logs to Salesforce * Call Tracking & AnalyticsAgent transcribes calls and logs data to Salesforce * Customer Support AutomationCaller describes an issue, agent creates a Salesforce case * 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 * AI-Powered Lead CaptureCaller provides details, agent creates a lead in Salesforce * Appointment SchedulingCaller picks a time, agent books it and logs to Salesforce * Call Tracking & AnalyticsAgent transcribes calls and logs data to Salesforce * Customer Support AutomationCaller describes an issue, agent creates a Salesforce case SELECT USE CASE * AI-Powered Lead CaptureCaller provides details, agent creates a lead in Salesforce * Appointment SchedulingCaller picks a time, agent books it and logs to Salesforce * Call Tracking & AnalyticsAgent transcribes calls and logs data to Salesforce * Customer Support AutomationCaller describes an issue, agent creates a Salesforce case OR SELECT PRODUCT * CommsVoice API * CommsSIP Trunking * CommsTeXML * CommsWebRTC * CommsConversation Relay * CommsSMS API * CommsMMS API * CommsRCS * CommsWhatsApp Business * CommsShort code * Comms10DLC * CommsAlphanumeric sender ID * CommsEmail API * CommsGlobal numbers * CommsToll-free numbers * CommsNumber porting * CommsFax API * CommsMicrosoft Teams * CommsZoom Phone * AIVoice AI Agents * AIText-to-Speech * AISpeech-to-Text * AIVoice Design * AIAgent Browser * AIMeeting Bot * AIWeb Search API * IdentityDeepfake Detection * IdentityBranded Calling * IdentityVerify API * IdentityNumber Lookup API * IdentityNumber Reputation * NetworkVirtual Cross Connects * NetworkCloud VPN * NetworkGlobal IP * NetworkIoT SIM Card * NetworkeSIM * NetworkPrivate Wireless Gateways * NetworkMobile Voice * EdgeBuild * EdgeFunctions * EdgeStatefulActor * EdgeKV * EdgeSQLDB * EdgeInference * EdgeAgentSDK * EdgeEmbeddings API * EdgeMissions * EdgeLiveKit on Telnyx * EdgeObject Storage * EdgeCloudFS 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 ### Ask AI * [![GPT](https://d2efw2akbx8gaf.cloudfront.net/https://dotcom-payload-assets-prod.s3.us-east-1.amazonaws.com/cms-media/chatgpt_icon-ea55e09d.jpeg?width=92&format=webp)](https://chat.openai.com/?q=What makes Telnyx's global network different, breakdown call quality for normal phone calls and voice AI calls.) * [![Claude](https://d2efw2akbx8gaf.cloudfront.net/https://dotcom-payload-assets-prod.s3.us-east-1.amazonaws.com/cms-media/claude_icon-c7c8eef3.webp?width=92&format=webp)](https://claude.ai/new?q=What makes Telnyx's global network different, breakdown call quality for normal phone calls and voice AI calls.) * [![Perplexity](https://d2efw2akbx8gaf.cloudfront.net/https://dotcom-payload-assets-prod.s3.us-east-1.amazonaws.com/cms-media/perplexity_icon-cd5b74f1.webp?width=92&format=webp)](https://www.perplexity.ai/search?q=What makes Telnyx's global network different, breakdown call quality for normal phone calls and voice AI calls.) * [![Gemini](https://d2efw2akbx8gaf.cloudfront.net/https://dotcom-payload-assets-prod.s3.us-east-1.amazonaws.com/cms-media/gemini_icon-4ff1cbf4.webp?width=92&format=webp)](https://www.google.com/search?udm=50&aep=11&q=What makes Telnyx's global network different, breakdown call quality for normal phone calls and voice AI calls.) * [![Grok](https://d2efw2akbx8gaf.cloudfront.net/https://dotcom-payload-assets-prod.s3.us-east-1.amazonaws.com/cms-media/grok_icon-e588e5bd.webp?width=92&format=webp)](https://x.com/i/grok?text=What makes Telnyx's global network different, breakdown call quality for normal phone calls and voice AI calls.) 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