Salesforce + 365agents: every phone call in your Salesforce CRM

365agents connects natively to Salesforce via OAuth. Every call creates or updates a Lead or Contact, logs the full transcript as an Activity, and advances the right Opportunity stages based on call outcomes.

Written By Rick Garcia

Last updated 15 days ago

365agents connects natively to Salesforce via OAuth (REST API). Every call your AI handles creates or updates the right Lead, Contact, or Account, logs the full transcript and recording as a Task/Activity, and advances Opportunity stages based on what the AI qualified. For Salesforce shops, this is how inbound calls become structured pipeline data.

What this makes possible

  • Every call logged as a Salesforce Activity — timestamp, duration, caller, transcript link, recording link, outcome

  • Auto-create Leads — unknown caller numbers become Leads with captured fields

  • Match to existing Contacts / Accounts — known numbers log against the right record

  • Advance Opportunity stages — qualified demo booked → "Demo Scheduled"; customer retention call → "Customer Success Touch"

  • Custom field mapping — any AI-captured qualification data (budget, timeline, pain point) writes to your custom Salesforce fields

  • Process Builder / Flow triggers — Salesforce automations run based on the call outcome

How a real call flows

  • Caller: "I'm calling from [Company] — we're evaluating solutions."

  • AI qualifies: who they are, what they need, timeline, budget range, decision process

  • AI books a next step (demo, follow-up call) on the right rep's calendar

  • Salesforce Lead or Contact created or updated with all captured data

  • Opportunity created or advanced based on qualification rules

  • Task created with transcript link attached for the rep to review

  • Flow triggered — Slack alert, email sequence, whatever automation you've set up

How to connect

  1. Admin dashboard → Integrations → Salesforce

  2. "Connect" and authorize with your Salesforce org

  3. Map AI fields to Salesforce standard and custom fields

  4. Define qualification-to-stage mapping

  5. Test in sandbox before going to production

Who this is for

  • Enterprise and mid-market sales teams on Salesforce

  • B2B companies where Salesforce is the system of record

  • Service orgs using Salesforce Service Cloud for customer support

  • Any team that needs pipeline transparency from phone-sourced leads

Related

Get started

Book a demo — we'll walk through the Salesforce integration for your specific object model and field structure.