Salesforce integration
Salesforce chatbot integration
Every conversation your AI chatbot has becomes a lead in Salesforce, with the answers to your qualifying questions, a short summary and the next step attached. We set it up and manage it for you. Using a different CRM? We connect to any CRM with an API.
Salesforce works alongside the rest of your stack
Why it matters
Why connect your AI chatbot to Salesforce
A chatbot that captures a good lead and leaves it in its own dashboard creates more work. Someone has to re-enter the details in Salesforce, and that is where leads go cold or get lost.
We connect your AI chatbot to Salesforce as part of the build. Every conversation creates a lead or updates the matching contact, with the answers to your qualifying questions, a short summary and the agreed next step mapped to the fields your team already uses.
How an integration works
From conversation to Salesforce in three steps
Capture
The chatbot gathers what matters in the conversation: who they are, what they need, when they want it and how to reach them.
Sync
The lead is created or updated in Salesforce in real time, with each answer mapped to a field. Qualified enquiries can open an opportunity at the stage you choose.
Notify and measure
The right owner or queue is assigned and notified straight away, with a summary of the conversation, so the follow-up starts with the full picture.
Connected before launch, maintained after it
Tell us how your team uses Salesforce. We connect it during the build, test it with sample enquiries and keep it working as your fields, processes and team change.
Included in every chatbot and AI receptionist we run. Custom API work is scoped with you up front.
Good to know before you start
Frequently asked questions
Connect your chatbot to Salesforce
Tell us your stack on a 30-minute call and we’ll map where every lead and booking should land.
Salesforce is a trademark of its respective owner. chatty leads is an independent company and is not affiliated with or endorsed by Salesforce.