Integrations · CRM

Salesforce + your AI receptionist

Creates the lead or case from each call.

Type

CRM

Status

Available

Suits

Any business

What happens on a call

When the call ends, the caller is matched in your CRM by phone number (or email), or added as a new contact, and a note is written against them: who called, when, what they wanted, what was agreed, and the conversation itself. It happens in the background after the call, never while the caller is waiting, and each call is written once — even if the phone line reports it twice. You can press “Send a test call” in Apps & Connections to see exactly what lands.

Setting it up

  1. 1In your dashboard, open Apps & Connections → Salesforce.
  2. 2Sign in with Salesforce and approve access — or ask us to connect it for you.
  3. 3New leads or cases are created from calls from then on.

If something goes wrong

A connection never breaks a call: Salesforce is written to after the call has ended, in the background. If Salesforce can’t be reached, the call is still in your dashboard and your usual email or text summary, and the failure is shown on the Salesforce card in Apps & Connections. Keys and sign-ins you give us are encrypted and never shown back.

Questions people ask

What does the Salesforce connection do?

Creates the lead or case from each call.

How do I connect Salesforce?

In your dashboard, open Apps & Connections → Salesforce. Sign in with Salesforce and approve access — or ask us to connect it for you. New leads or cases are created from calls from then on.

Who is Salesforce with Silux Voice best for?

Any business. After every call the caller is found (or added) as a contact and the call is logged against them, where your team already works.

Try it with your own Salesforce

Start the 14-day free trial — no card — connect Salesforce, and ring your own number.

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Related

Every industry setup

23 ready-made setups, each a starting point you can change.

Accountants

Deadline panic handled, clients verified, no tax advice.

Solicitors

Conflict-safe intake and no legal advice.

HubSpot

After every call, finds the caller in HubSpot by phone or email (or creates the contact) and logs the call summary as a note on their timeline; can open a deal for new callers.

Pipedrive

After every call, finds or creates the caller as a Person, adds the call summary as a note, and puts new enquiries in your Leads Inbox.

Zoho CRM

After every call, matches the caller to a Contact or Lead by phone (or creates a Lead) and adds the call summary as a note — in whichever Zoho data centre you use.