The Salesforce integration connects your AI phone agent directly to your Salesforce CRM. Every call handled by KiwiAgent.ai is automatically logged as an activity, with full transcripts, summaries, and extracted data pushed to the right contact or lead record. Your sales team gets instant visibility into every customer interaction without lifting a finger.
Key Benefits
Zero Data Entry
Calls are logged automatically to Salesforce after every conversation
Enterprise Security
OAuth 2.0 authentication with Salesforce's trusted security model
Fully Customisable
Map call data to any standard or custom Salesforce object
Features
How to Set Up
Frequently Asked Questions
Yes. Every call handled by your AI agent is automatically logged as an activity in Salesforce, including the transcript, summary, caller details, and outcome. No manual data entry is needed.
Yes. You can map call data to any standard or custom Salesforce object and field. The integration supports flexible field mapping so it fits your existing Salesforce configuration.
The integration uses OAuth 2.0 client credentials flow, which is the enterprise-standard approach recommended by Salesforce. Your credentials are encrypted and stored securely.
Yes. When a new caller provides their details, the AI can create a lead or contact record in Salesforce during the call, so your sales team has the information immediately.
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