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Salesforce for your voice agent

Your voice agent looks up the caller in Salesforce, greets them by name, and logs the call as an activity the moment it ends.

Call 1800 570 693 to talk to the demo agent. Plans start at A$299 a month, GST included.

On the call

  • Caller recognition

    The agent matches the inbound number to a Contact or Lead and opens with their name and recent history.

  • Calls logged automatically

    Every call is written back as a Task or activity on the record, with what was asked, what the agent did, and a full transcript.

  • 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.

  • Deal updates

    The agent can update an Opportunity stage or raise a follow-up Task for the account owner before the caller has hung up.

Salesforce setup

It connects in one click. Composio brokers the sign-in, so there is no API key to paste.

  1. Connecting Salesforce in one click

    Choose the app in Connections and approve its consent screen. The grant stays with Composio, and your tokens never reach the agent.

  2. Choosing the actions

    Choose which actions the agent may use, from lookups only to full read and write. Start with the suggested set and widen it later.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

Questions

The Salesforce connector covers the core CRM: Contacts, Leads, Opportunities, Accounts, and activities.

Inside Composio, the connection broker. The agent never sees your Salesforce tokens, only 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.

Get started

Tell us what your callers ring about, and we build and test the agent for you.