CRM integration
Salesforce
Connect your voice agent to Salesforce
Your AI voice agent looks up the caller in Salesforce, greets them by name, and logs the call as an activity the moment it ends, no manual notes.
On the call
What your agent does with Salesforce
Recognise the caller
The agent matches the inbound number to a Contact or Lead and opens with their name and recent history instead of asking who's calling.
Log the call automatically
Every call is written back as a Task or activity on the record: what was asked, what the agent did, and a full transcript. The timeline is never out of date.
Create leads from unknown numbers
When a number isn't on file, the agent captures the details it gathers on the call and creates a new Lead, routed to the right owner.
Move the deal forward
The agent can update an Opportunity stage or raise a follow-up Task for the account owner before the caller has hung up.
Setup
Connect Salesforce in minutes
One-click connection
Connect in one click. Composio brokers the OAuth grant, so there's no API key to paste and no developer to wait on.
Connect Salesforce in one click
Open Connections, choose the app, and approve the OAuth screen. The grant lives inside Composio, your tokens never touch the agent.
Pick the actions the agent can use
Choose exactly which actions the agent may call, look-ups only, or full read/write. Start with the recommended set and widen it whenever you like.
Test it, then go live
Run the connected agent in the browser tester to watch it call the live app, then publish. Voice and text agents share the same connection.
FAQ
Common questions
The Salesforce connector covers the core CRM: Contacts, Leads, Opportunities, Accounts, and activities. It's a one-click managed connection, so there's no API key to manage.
Inside Composio, the connection broker. The agent never sees your Salesforce tokens; it only ever receives a non-secret reference to the connected account.
Yes. Connect an account workspace-wide so every agent shares it, or connect a separate account to one specific agent.
Connect Salesforce to your voice agent
$20 free credits, no card required. Test it on a real Australian number.
