Agentova + Salesforce: calls and leads logged by your AI agents
Connect your Salesforce org and Lily, Agentova's phone agent, logs every caller in it as a lead, along with the opportunity discussed and the follow-up task. An automation can message each new Salesforce contact, and in the chat your agents query or update your records.
Connect Salesforce for freeWhat your agents do with Salesforce
Every caller logged as a lead
During the call, if the CRM logging action is turned on for the agent, Lily creates a Salesforce lead with what the caller provided, or updates the existing lead, matched by email or phone number. The Company field, required on a lead, is set to "Not provided" when the caller does not give one.
With LilyAn opportunity and a follow-up task
When a concrete deal comes up, Lily creates an opportunity at the "Prospecting" stage, with a close date set 30 days out. A callback agreed with the caller becomes a task on the date set with them.
With LilyThe caller recognized, the call logged
If the "Recognize the caller" action is turned on, Lily looks up their email or number among your leads to greet them by name. After the call, if CRM logging is turned on, the conversation summary is logged as a completed task on their lead.
With LilyA message to every new contact
An automation watches for contacts created in Salesforce and sends them a WhatsApp message or an email you write. Salesforce is polled at regular intervals, about every 15 minutes.
With ArthurSocial media leads added to Salesforce
A lead captured from a Facebook or Instagram comment can be created as a contact in Salesforce, using the email address they left you.
With ArthurQuery Salesforce from the chat
Ask an agent for an account's opportunities, a specific lead or the cases still open: it runs a SOQL query or a search, then can update the record it finds.
Actions available in Salesforce
- Leads and contacts
- Create a lead · Create or update a contact · Add a lead or contact to a campaign
- Accounts and opportunities
- Create or update an account, including in bulk · Create, update or delete an opportunity · Update opportunities in bulk
- Activities
- Create a task, event or note · Post a message in Chatter · Send an email
- Customer service
- Create a case and add a comment to it · List cases and their comments · Read knowledge base articles
- Search and objects
- Run a SOQL query or SOSL search · Read a record and its related records · Create, update or delete a record of any object · Describe an object and its fields
- Agentova features
- Logging of Lily's calls: lead, opportunity, task, summary · Automatic message to every new contact · Adding leads captured on social media
Connect Salesforce to Agentova
- Create your Agentova workspace, then open the AI Brain, Integrations tab.
- Search for Salesforce and click “Connect”.
- Authorize access on the Salesforce sign-in page. The connection goes through Pipedream, our integrations partner.
Frequently asked questions
What does Lily write in Salesforce?
A lead, created or updated, an opportunity if a deal comes up, a follow-up task and, after the call, a completed task summarizing the conversation. These writes require the CRM logging action to be turned on for the phone agent. If no lead matches the caller, the summary is not logged.
Does Lily create leads or contacts?
Leads: that is the object Lily creates and looks up on the phone. The message automation, on the other hand, triggers on a new Salesforce contact. So a lead created by Lily does not trigger that message.
Which Salesforce edition do I need?
An edition that gives access to the Salesforce REST API: it is included from Enterprise up, and available as a paid add-on on Professional. Without that access, the agent can't read or write anything in Salesforce.
Is a Salesforce org in French a problem?
No. Task statuses are read from your org, in its language: an org that expects "Non commencé(e)" instead of "Not Started" is supported.
Can you connect Salesforce to ChatGPT?
Agentova does not connect Salesforce to ChatGPT. Its agents connect to your org themselves: Lily during calls, an automation for your new contacts, and the other agents in the chat, when you ask.
How do I disconnect Salesforce from Agentova?
In the AI Brain, Integrations tab, remove the Salesforce account. The agents then lose access to its data and actions.
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