CRM

RevSquared + Salesforce.

Your AI phone agent can look up existing contacts and leads in real time, create new records, generate tasks and events, create opportunities for qualified callers, and execute SOQL queries — all through Salesforce's robust API.

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How RevSquared Works With Salesforce.

Salesforce is the world's leading enterprise CRM, and our native integration gives your AI receptionist full access to Salesforce's data model during and after every phone call. Connected via OAuth, the integration enables your AI phone agent to look up existing contacts and leads in real time, create new records as either Leads or Contacts, generate tasks and events, create opportunities for qualified callers, and execute SOQL queries for advanced data lookups — all through Salesforce's robust API.

During a live call, the AI receptionist can instantly search your Salesforce org for an existing contact or lead by phone number, email, or name. If the caller is a known customer, the AI accesses their record history for context-aware conversation handling. For new callers, the AI creates a Lead or Contact with all captured information including company name, title, phone, email, and custom fields. This eliminates the manual data entry that slows down sales teams and ensures every interaction is tracked from the first touchpoint.

After each call, the integration creates Salesforce tasks with the full call summary, logs activities for reporting, and generates opportunities for qualified leads with appropriate stage and amount values. For enterprise sales organizations, financial services firms, healthcare systems, and large-scale B2B operations running on Salesforce, this integration means your automated phone answering system feeds directly into your revenue pipeline with zero manual effort.

Real-Time AI Capabilities.

What your AI agent does during and after every call.

During the Call

Contact & Lead Lookup

Look up existing contacts and leads by phone, email, or name in real time

Record Creation

Create new contacts or leads during live calls with full detail

After the Call

Task Creation

Create tasks with complete call summary and next steps

Opportunity Creation

Create opportunities for qualified leads with stage and amount

Activity Logging

Log activities for reporting and pipeline visibility

Field Updates

Update contact and lead fields with data captured during calls

SOQL Queries

Run SOQL queries for advanced reporting and data enrichment

What This Integration Does.

Every feature built to keep your business running without you on the phone.

OAuth Connection with Lead & Contact Support

Connect to Salesforce with support for both Lead and Contact object creation.

Real-Time Contact & Lead Lookup

Look up contacts and leads by phone, email, or name during live calls.

Opportunity Creation

Create opportunities for qualified callers with pipeline stage and revenue amount.

Task & Activity Logging

Log tasks with full call summary, outcome, and next steps after every call.

SOQL Query Support

Run advanced data lookups and custom object searches via SOQL.

Event Creation

Create events for scheduled follow-ups and appointments with associated records.

Getting Started.

You'll be connected in minutes, not days.

Connect your Salesforce org via OAuth and configure object access permissions

Set up lead routing rules, opportunity defaults, and task assignment logic

During calls, the AI looks up existing records and creates new leads or contacts with full details

After calls, tasks are created with call summaries and opportunities are generated for qualified leads

Real-World Use Cases.

Businesses like yours are already using this integration.

Enterprise B2B Sales Pipeline Acceleration

An enterprise software company routes inbound sales inquiries to the AI phone agent. The AI searches Salesforce for existing accounts, creates new Leads for unknown callers, qualifies them with BANT questions, and creates Opportunities with the right stage and estimated deal value — all before a human sales rep ever gets involved.

Financial Services Client Relationship Management

A wealth management firm uses the AI receptionist to handle client calls. The AI looks up the caller's Salesforce Contact record for account context, logs detailed call notes as Tasks, creates Events for scheduled reviews, and flags urgent requests by creating high-priority Tasks assigned to the relationship manager.

Insurance Agency Lead Routing and Follow-Up

An insurance agency routes quote request calls to the AI agent. The AI creates a Lead in Salesforce, captures policy type and coverage needs, assigns it to the appropriate licensed agent based on product line, and schedules a follow-up Task — ensuring no quote request falls through the cracks.

Frequently Asked Questions.

Everything you need to know about this integration.

Does the AI receptionist support both Salesforce Leads and Contacts?

Yes. The integration can create new records as either Leads or Contacts based on your configuration. Typically, new inbound callers are created as Leads, while known customers or converted prospects are managed as Contacts. The AI can also look up both object types during a call.

Can the AI phone agent create Salesforce Opportunities during calls?

Yes. When the AI determines a caller is a qualified prospect based on the conversation, it creates a Salesforce Opportunity with the appropriate pipeline stage, estimated amount, close date, and associated Contact or Lead. Opportunity creation criteria are configured in your integration settings.

What Salesforce data can the AI receptionist access during a live call?

The AI can look up Contacts, Leads, and Accounts by phone number, email, or name. It can also run SOQL queries for more advanced lookups against custom objects. All lookups happen in real time during the live call for context-aware conversation handling.

How are call activities logged in Salesforce?

After each call, the integration creates a Task on the associated Contact or Lead record containing the full call summary, call duration, outcome, sentiment, and recording URL. Activities are logged with the correct activity type for accurate reporting in Salesforce dashboards.