Integrations
Send new Salesforce leads into AI Phone through the developer API so an AI agent can call them.
Key capabilities
Quick answer
AI Phone does not have a native Salesforce integration. Salesforce can send new leads into AI Phone by calling the AI Phone developer API — from a Salesforce automation that makes an HTTP callout, or through Zapier or Make. AI agents can then call those leads with Auto Campaigns. AI Phone does not update Salesforce records; export leads as CSV or send them to a Google Sheet to move results out.
AI Phone does not have a native Salesforce app or connector. Salesforce connects through the AI Phone developer API: anything that can send an HTTPS request with your workspace API key in an X-API-Key header — a Salesforce automation that calls a webhook, or an automation tool such as Zapier or Make — can create leads in AI Phone with POST /public/leads.
The lead is created in AI Phone as soon as the request succeeds. Auto Campaigns can have an AI agent call uncontacted leads during your business hours, ask your qualifying questions, and book appointments into a connected Google Calendar. Results stay in AI Phone; nothing is written back into Salesforce automatically.
Send a new lead from Salesforce to POST /public/leads with your workspace API key, and AI Phone creates it ready for follow-up. The /developers page documents every field with cURL, JavaScript, and Python examples.
GET /public/leads/{id} returns a lead you created, so Salesforce or your middleware can check it from its side. GET /public/agents lists the AI agents in your workspace.
Export a contact list from Salesforce and import it as a CSV file on the AI Phone Leads page when you want AI agents to work through an existing list.
Auto Campaigns has an AI agent call uncontacted leads automatically, inside the business hours you set.
Export leads as CSV from the Leads page or send them to a connected Google Sheet, then import them into Salesforce if you need them there. AI Phone does not write call logs, summaries, dispositions, or recordings into Salesforce.
Use case
A Salesforce automation — or a Zapier or Make step — posts each new lead to the AI Phone developer API. Auto Campaigns then has an AI agent call the lead during business hours.
Use case
Call outcomes stay in AI Phone. When you want them in Salesforce, export leads as CSV or work from a connected Google Sheet; there is no automatic sync back into Salesforce.
No. AI Phone does not have a native Salesforce integration, app, or connector. You can send new leads from Salesforce into AI Phone through the developer API — from a Salesforce automation that can call a webhook with a custom header, if your Salesforce plan offers one, or through Zapier or Make.
Only new leads, and only one way: from Salesforce into AI Phone through POST /public/leads (or a CSV import). AI Phone does not send call logs, AI summaries, dispositions, recordings, or SMS history to Salesforce, and changes in Salesforce do not trigger AI Phone unless your own automation sends a lead to the API. To get data out, export leads as CSV or send them to a connected Google Sheet.
Create an API key under Settings → Developers in the AI Phone dashboard. Then configure Salesforce, Zapier, or Make to send an HTTPS POST to /public/leads with the key in the X-API-Key header and the lead's details in the JSON body. There is no Salesforce sign-in or credential screen in AI Phone.
No. Nothing syncs to Salesforce. A lead is created in AI Phone when Salesforce or your automation tool sends it to the API, and data leaves AI Phone through CSV export or a connected Google Sheet, which receives new leads every few minutes.