AI Agents with Salesforce

GoZupees turns customer conversations into structured Salesforce actions — automatically.

GoZupees integrates with Salesforce to enable AI agents to take direct action inside your CRM during customer conversations. When an AI agent handles a call or interaction, it can capture intent, collect required information, and automatically create or update Salesforce records—without manual follow-up or data entry.

Instead of treating conversations as unstructured data, GoZupees turns each interaction into structured CRM updates. Leads, contacts, opportunities, cases, and activities are kept accurate in real time, allowing Salesforce to remain the system of record while AI agents handle execution across sales and support workflows.

What This Integration Enables

Automatically log AI-handled calls as Salesforce Activities with full context
Create or update Leads and Contacts from inbound sales calls
Move Opportunity stages forward based on conversation outcomes
Create and route Cases from customer support calls
Trigger Salesforce Flows using AI-detected intent and urgency
Sync call summaries, transcripts, and recordings to any Salesforce object

How the Integration Works

Secure Authentication

GoZupees connects to Salesforce using OAuth 2.0, ensuring secure, permission-controlled access to your org.

Real-Time Triggers

Customer conversations generate real-time events—call completed, intent detected, qualification completed, escalation required.

Data Processing & Enrichment

Each interaction is analyzed into structured data: call summaries, intent classification, key entities, outcomes and next steps.

Salesforce Updates & Automation

Structured data writes directly to Salesforce via APIs. Flows trigger automatically based on AI-generated fields.

Use Cases

Automate Salesforce Lead Capture from Inbound Calls

For sales teams handling high volumes of inbound calls, missed leads and incomplete CRM data directly impact pipeline accuracy and revenue. GoZupees AI voice agents automatically qualify callers, extract key information, and create structured Salesforce Leads before the call ends—ensuring every opportunity is captured with full context.

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Automatic Activity Logging to Salesforce

Automatically log every call handled by GoZupees AI agents to the appropriate Salesforce record with full context.

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Update Opportunity Stages from Sales Conversations

Let your AI agents move deals through your Salesforce pipeline automatically based on what's discussed during calls.

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Automatic Case Creation & Routing from Support Calls

Automatically create support cases in Salesforce from calls, with intelligent routing based on issue type and urgency.

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Trigger Salesforce Flows from Call Intent

Trigger Salesforce Flows based on call intent, urgency, or outcome to automate downstream workflows.

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Write AI Classification Data to Salesforce Custom Objects

Store structured AI outputs (intent, sentiment, category, urgency) in custom objects for reporting and automation.

Trigger Salesforce Follow-Up Tasks from Missed Calls

Automatically create follow-up tasks when calls are missed or require a human callback.

Escalate Urgent Support Calls Automatically in Salesforce

Detect urgency during support calls and automatically create and escalate Salesforce Cases to the right queue.

Attach Call Transcripts to Salesforce Records

Store searchable call transcripts against Leads, Contacts, Opportunities, or Cases to preserve full context.

Assign Salesforce Leads Automatically Based on Intent or Region

Route inbound callers to the right owner by territory, product line, or intent—automatically in Salesforce.

Trigger Salesforce Flows from Call Intent

Automatically trigger Salesforce Flows based on AI-detected intent and outcomes from customer calls.

Data Synced with Salesforce

Object	Fields Written
Leads	Name, Company, Phone, Lead Source, Qualification Notes, Call Summary
Contacts	Interaction History, Intent Classification, Notes
Opportunities	Stage, Notes, Next Steps, Close Date
Cases	Subject, Description, Priority, Type, Origin, Queue
Activities	Call Summary, Duration, Outcome, Transcript, Recording Link
Custom Objects	Any mapped field based on your CRM schema