Voqal AI + Salesforce.
Enterprise-grade call intelligence for your Salesforce org. Every inbound call creates or updates leads, logs activities on the timeline, and triggers workflows — with full support for custom objects.
How the connection works.
Voqal AI authenticates with your Salesforce org via OAuth 2.0 and uses the REST API to read and write records. When a call ends, the integration matches the caller against existing leads and contacts using phone number, email, or custom identifiers. If a match is found, the record is updated. If not, a new lead or contact is created based on your routing rules.
Every call is logged as a completed activity on the relevant record's timeline. The activity includes the full transcript, call duration, outcome classification, and any structured data captured during the conversation. Tasks can be auto-created for follow-up actions identified during the call.
The integration supports standard objects (Lead, Contact, Account, Opportunity, Task) and any custom objects in your org. It works with Salesforce Flows and Process Builder, so call events can trigger downstream automations without additional configuration.
Data that flows automatically.
Lead & Contact Records
New callers are created as leads or contacts based on your assignment rules. Existing records are matched by phone or email and updated with the latest conversation data. Duplicate detection respects your org's matching rules.
Activity Timeline
Every call appears on the record's activity timeline as a completed task. The entry includes the full transcript, call duration, outcome, and caller sentiment. Your team gets complete call context without leaving Salesforce.
Custom Objects & Fields
Map call data to any custom object or field in your org. Whether you use custom objects for enquiries, service requests, or intake forms, Voqal AI writes directly to them with no middleware.
Automated Tasks & Workflows
Follow-up tasks are created automatically when a call requires action — such as a callback, document request, or manager review. These tasks feed into Salesforce Flows and assignment rules like any other record.
Live in three steps.
Authorise Your Salesforce Org
Connect via OAuth 2.0 directly from the Voqal AI dashboard. We support both production and sandbox environments, so you can test before going live.
Configure Object Mappings
Choose which Salesforce objects and fields receive call data. Map caller details to leads, contacts, or custom objects. Set assignment rules and record types.
Go Live
Run a test call to verify data appears correctly in Salesforce, then activate the integration. Your existing Flows and automations work immediately with the new data.
Built for teams that run on Salesforce.
From enterprise sales organisations to multi-location businesses, the Salesforce integration ensures every call is captured, classified, and actionable inside your CRM.
- Enterprise sales teams — inbound calls create leads with full context, ready for sales reps to action from their Salesforce queue.
- Multi-location businesses — calls are routed to the correct account or location record, keeping data organised across branches.
- Teams using Salesforce Flows — call events trigger existing automations, from email follow-ups to Slack notifications to approval processes.
- Organisations with custom Salesforce objects — map call data directly to bespoke objects for intake forms, service requests, or compliance records.
Common questions.
Voqal AI supports Professional, Enterprise, Unlimited, and Developer editions. The integration uses the Salesforce REST API, which is available on all these plans. We recommend Professional or above for the best experience, as Essentials has limited API access.
Yes. The integration supports both standard and custom objects. You can map call data to any custom object in your org, including custom fields, lookup relationships, and record types. Configuration is done through the Voqal AI dashboard with no coding required.
Yes. Every call is logged as a completed Task on the relevant lead, contact, or account record. The activity includes the full transcript, call duration, outcome classification, and any structured data captured during the conversation.
All syncs are real-time. Data is pushed to Salesforce within seconds of a call ending via the REST API. There is no overnight batch process or manual trigger — your team sees updated records immediately.
Absolutely. We recommend connecting to a sandbox org first so you can validate field mappings, test workflow triggers, and confirm data quality before going live in production. Switching from sandbox to production is a single configuration change in the dashboard.
Ready to connect Salesforce?
Book a demo and we'll show you the Salesforce integration working with your org's objects and fields. Sandbox testing included at no extra cost.