Telenow
CRMConnect with OAuth

Salesforce voice AI integration

The Salesforce integration connects your AI voice and chat agents to Salesforce, so they can create a crm lead on a live call. It's a crm connector that runs as a tool the agent calls mid-conversation — you connect with oauth, attach it to an agent, and it acts in real time without a human in the loop.

Salesforce API docs

Last updated 2026-06-25

What your agent can do with Salesforce

Create a CRM leadCreate CRM lead

Create a lead in Salesforce for the caller. Use when the caller is a sales prospect.

Inputs

FieldTypeDescription
company*stringCompany name (Salesforce requires it — use the caller's name if unknown)
descriptionstringWhat the lead wants
emailstringEmail, if given
first_namestringFirst name
last_name*stringLead last name (Salesforce requires it)
phonestringCaller phone

What you'll need to connect Salesforce

Connect with OAuth. In Telenow, open Integrations → Salesforce and provide:

  • Instance URL — Your Salesforce My Domain URL — Setup → My Domain.

Agent templates that use Salesforce

Loan eligibility pre-screenFlow
Pre-screens loan applicants on income, employment and amount needed, captures the lead, and routes eligible applicants to a loan officer.
EdTech admissions counselorFlow
Counsels prospective students on courses, captures the lead, and books a counseling session with an advisor.

Other CRM integrations

Zoho CRM
Create a lead in Zoho CRM from the call. Connect once with Zoho (India data centre).
HubSpot
Create or look up HubSpot contacts from the call. Uses a private app access token.

Frequently asked questions

What can an AI voice agent do with Salesforce?

During a live call or chat, a Telenow agent can create a crm lead — each runs as a tool the agent calls mid-conversation, so it acts on Salesforce in real time without a human.

How do you connect Salesforce to Telenow?

In Telenow, open Integrations, pick Salesforce, and you connect Salesforce once with OAuth — no API keys to copy. Then add its crm tool to your agent (or install a template that already includes it) and you're live.

Which AI agent templates use Salesforce?

Loan eligibility pre-screen and EdTech admissions counselor all use Salesforce. You can install any of them and connect your Salesforce account in a couple of clicks.

Does Salesforce work on phone calls and WhatsApp?

Yes. Telenow agents run on phone, web, chat and WhatsApp, and Salesforce works the same across every channel — the agent calls it whenever the conversation needs it.

How much does the Salesforce integration cost?

Connecting Salesforce is included — you only pay Telenow's transparent per-minute and per-component usage, and new accounts get free signup credit to try it.

₹300.00 free credit on signup

Connect Salesforce to your AI voice agent

Sign up free and get ₹300.00 in credit — no card required. Connect your number, pick a template, and go live in minutes.

Start free Talk to sales