AI agents for Salesforce
Capture and qualify leads in Salesforce automatically
Voiceflow agents understand what each visitor needs and take action in Salesforce, creating leads, updating contacts, and opening cases so your team picks up clean records instead of doing manual data entry.
What your agent can do in Salesforce
Connect Voiceflow to Salesforce and your agent takes real action on the records that matter: leads, contacts, and cases. It creates and updates records directly, so the people who follow up start with clean, current data.
Capture and qualify leads
The agent collects the details that matter, like company, team size, and intent, then creates a new lead in Salesforce or updates an existing one so sales picks up a qualified, ready-to-work record.
Example “I want a demo for a 200-person support team”
Create and manage cases
When a customer needs help, the agent opens a new case, updates the status or fields on an existing one, and appends a comment so your support team has the full context.
Example “My account is locked and I can’t log in”
Update contacts and records
The agent adds new contacts to Salesforce and edits details on existing contact and lead records, keeping names, roles, and account info accurate as conversations happen.
Example “Please update my email and job title on file”
Answer and act together
Answer from your Knowledge Base while taking action in Salesforce
Your agent answers questions from your connected Voiceflow Knowledge Base, then turns the conversation into the right CRM action. It qualifies the visitor, creates the lead or case in Salesforce, and routes the right people to follow up, all in one exchange.
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Writes leads, contacts, and cases straight into Salesforce.
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Grounds answers in your real documentation, not guesswork.
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Keeps your CRM current without manual data entry.
Built for sales and support teams
Capture and qualify leads
The agent asks a few qualifying questions and creates a new lead in Salesforce the moment a visitor shows intent.
Learn moreKeep contacts up to date
Create or update a contact straight from the conversation, so your CRM reflects who reached out and why.
Learn moreOpen and update cases
Log a case for anything the agent can't resolve, then post updates to it as the conversation continues.
Learn moreSecurity
Purpose-built for enterprise scale
How it works
Understand intent
The agent reads what the visitor is asking for and answers from your connected Voiceflow Knowledge Base, working out whether this is a new lead, a known contact, or a support issue.
Take action in Salesforce
Based on the conversation, the agent creates a lead, adds or updates a contact, or opens and updates a case, and appends comments to existing cases so records stay current.
Deliver outcomes
Sales receives qualified leads and support gets cases with full context, so every conversation ends as a clean record your team can act on, with the governance and control enterprises need.