Auto-Create Leads
Captures caller intent and key information in real time, then automatically creates qualified leads inside Salesforce.
Real-time caller intent capture
Automatic Salesforce lead creation
Eliminates manual data entry
Faster lead response time
Update Opportunities
Updates opportunity stages and next steps during or after calls, keeping sales pipelines accurate and current.
Pipeline stage automation
Tracks next steps instantly
Live CRM sync
Improved sales visibility
Log Call Activities
Automatically records summaries, timestamps, transcripts and outcomes directly in CRM activity history.
Auto summaries
Transcript storage
Timestamp tracking
Audit-ready records
Trigger Workflows
Launch Salesforce workflows using voice outcomes including approvals, assignments, follow-ups and alerts.
Instant approvals
Task assignments
Smart notifications
No manual intervention
Case Creation & Resolution
Opens, routes and updates service cases in real time for faster support resolution across channels.
Real-time case creation
Auto routing
Faster support handling
Consistent CX
Bi-Directional Data Sync
Ensures instant two-way sync between Voice AI systems and Salesforce CRM data.
Two-way sync
Real-time updates
No data mismatch
Always aligned systems