Salesforce
Turn callers into Salesforce leads with an owned callback task, or give returning contacts one.
What it will do on calls
Section titled “What it will do on calls”When a caller needs follow-up, your receptionist will:
- match a contact or open lead by phone
- create a lead and an owned callback task
What you need
Section titled “What you need”- An eligible Salesforce edition and an administrator who installs the released Xaller.ai package and approves record access.
Once released, it will be included in every plan. Each connected integration counts toward your plan’s integration limit (Starter 3, Growth 10, Pro 50), together with SMS, Slack and webhook destinations; email notifications do not count. See plans.
Limits to know
Section titled “Limits to know”- Custom validation, duplicate rules and required fields vary by organization.
Until it is available
Section titled “Until it is available”Keep receiving call summaries and prepare follow-up requests for your team in call notifications. You can also send call events to your own tools with a signed webhook and automation recipes.