> Markdown rendition of https://www.voiceflow.com/integrations/salesforce ("AI agents for Salesforce | Voiceflow"). Canonical page: https://www.voiceflow.com/integrations/salesforce · All pages: https://www.voiceflow.com/llms.txt 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. [Book a demo](https://www.voiceflow.com/demo) ## 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” [Read the Salesforce docs ›](https://www.voiceflow.com/docs/documentation/build/tools/salesforce-tool) 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. - Writes leads, contacts, and cases straight into Salesforce. - Grounds answers in your real documentation, not guesswork. - 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 more ›](https://www.voiceflow.com/solutions/customer-support) ### Keep contacts up to date Create or update a contact straight from the conversation, so your CRM reflects who reached out and why. [Learn more ›](https://www.voiceflow.com/solutions/customer-support) ### Open and update cases Log a case for anything the agent can't resolve, then post updates to it as the conversation continues. [Learn more ›](https://www.voiceflow.com/solutions/customer-support) Security ## Purpose-built for enterprise scale Production volume, and the certifications to run it on regulated data. 99.95 % Agent uptime 50 ms Voiceflow latency 300 K Messages per minute scale [![AICPA SOC 2 badge](https://www.voiceflow.com/images/Badge.svg)SOC-2 Type IIAudited for data privacy, processing integrity, and confidentiality.](https://trust.voiceflow.com/) [![ISO 27001 certification badge](https://www.voiceflow.com/images/ISO.avif) ISO/IEC 27001:2022Certified information security management.](https://trust.voiceflow.com/) [![GDPR compliance badge](https://www.voiceflow.com/images/GDPR.svg) GDPR CompliantPersonal data stays personal, with granular permissions.](https://trust.voiceflow.com/) [![HIPAA compliance badge](https://www.voiceflow.com/images/hipaa.avif) HIPAA CompliantProtected health information kept secure.](https://trust.voiceflow.com/) ![bg image](https://www.voiceflow.com/images/frame-2147241001-18.svg) ## 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. ## Frequently asked questions **Does Voiceflow integrate with Salesforce?** Yes. Connect your Salesforce org to Voiceflow and your agent can take action on CRM records as part of any conversation, with the control and governance enterprise teams expect. **Which Salesforce objects and actions are supported?** The integration works with Leads, Contacts, and Cases. Your agent can create a lead, contact, or case, update an existing lead, contact, or case, and add a comment to an existing case. **Can the agent answer customer questions from Salesforce?** Answering is handled by your connected Voiceflow Knowledge Base, not Salesforce. The Salesforce integration performs CRM record actions like creating and updating leads, contacts, and cases. **Is my Salesforce data secure?** Yes. The agent acts inside your own Salesforce org through the connection you authorize, and Voiceflow gives enterprise teams the access and governance controls to manage what the agent can do. **Can the agent look up or read existing Salesforce records?** No. The integration creates and updates leads, contacts, and cases, and adds comments to cases. It writes records, it does not read them. **How do I set up the Salesforce integration?** Add the Salesforce tool to your agent, authenticate your Salesforce org, and choose which actions to enable. Book a demo and our team will help you scope it. **Can a human take over when needed?** Yes. The agent can hand off to a live agent with the lead or case already created, so the person picks up with full context. **Can actions run on a fixed path or autonomously?** Both. Use a deterministic Integration step for a set path, or let the agent act inside a Playbook. You choose per use case.