Salesforce integration: see the outcome of every call, without re-typing.
Léa checks your contacts and adds the summary of each conversation to Salesforce. Your team picks up with the details collected. From Pro, depending on the actions you allow.
Available in France today. Coming soon to the UK and Europe.
- Contact
- James R.
- Reason
- Question about the contract
- Summary
- Renewal due in March
- Tag
- Call back
From an inbound call
to a complete Salesforce record.
- Before
A customer calls your main line
Léa answers, introduces herself on behalf of your company and asks who she is speaking to.
LéaPhone - During
She relies on Salesforce
She checks the contact’s record, answers their question or transfers the call to the number set in her instructions.
LéaPhoneFrom Pro - After
The conversation is logged
The summary, the category and the details collected are written to the record. Your colleague picks up the case from this report.
LéaPhoneFrom Pro
Your AI agents work
by the rules of your Salesforce.
In a large sales team, Salesforce is everyone’s point of reference. Your AI agents follow it too: they read the record before answering and write to it after the conversation, like a member of the team.
Each agent gets its own permissions. The one on your main line can simply read. The one that qualifies your leads can also create a contact and change its status. The category of the conversation tells your team what to do next.
Your leads can trigger a call as well. They arrive through an inbound webhook, an address where your tool drops their data, and a workflow hands them to Léa. See also: AI receptionist, lead qualification and all the integrations.
Your questions,
straight answers.
In short. With the Salesforce integration, your AI agents check the contact’s record during the conversation, then log what was said. Our agents have already triggered more than 30,000 automatic actions in their users’ tools.
Another question?Write to us Select Salesforce in the integrations catalogue and authorise access to your account. You then give it to the agents of your choice.
Both. The full transcript stays in your Starleads workspace, hosted by OVH in France, in the EU. Salesforce receives what you choose to write there.
No. To connect Salesforce, you need Pro (€239 excl. VAT a month with a 12-month commitment) or Business. These plans include integrations, workflows and webhooks. The 7-day trial is free, with no limits.
Starleads is coming to the UK and Europe.
Starleads is available in France today. Join the waitlist and we’ll email you as soon as it opens in your country.