Overview
The Salesforce Integration routes every call, chat and lead qualification directly into your existing Salesforce environment. Our agent works behind the scenes so your sales team stays focused on closing deals, not data entry.

Core Benefits

• Real-Time Lead Creation
  New inquiries from phone or chat become Salesforce leads or contacts instantly—no manual imports.
• Automatic Activity Logging
  Calls, messages and qualification notes log back to the proper record so your team has full context.
• Opportunity Updates
  When a prospect’s status changes during interaction, the agent updates the opportunity stage in Salesforce.
• 24/7 Lead Capture
  Never miss an inquiry—after-hours contacts flow into Salesforce, ready for your reps in the morning.
• Enterprise-Grade Security
  OAuth-based authentication, field-level controls and full audit logging keep your data safe and compliant.

Setup Made Easy
Our team handles every step. You grant us secure Salesforce access, and we configure field mappings, validation rules and workflows. No dashboards for you to learn. No API work on your end.

Why It Matters
Eliminate manual entry errors by up to 80 percent. Accelerate response times from hours to seconds. Most teams recoup integration costs within weeks through faster follow-up and higher conversion rates.

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