Connect Salesforce to Dial800's AI Voice Agents and your phone line starts writing to your CRM. The AI recognizes callers, creates leads, opens support cases, checks case status, and logs a note on every call — while the conversation is still happening. It's the Salesforce AI phone agent your pipeline has been waiting for.
Each capability is a discrete tool you can enable or disable per agent. Turn on exactly what each agent needs — nothing more.
The agent looks up the caller in your CRM by phone number (find_caller), so returning contacts are greeted with context — not asked to spell their name again.
New prospects become Salesforce leads on the spot (create_lead), with the details the AI gathered during the conversation — ready for your existing assignment rules and workflows.
When a customer calls with a problem, the agent files a case (create_support_ticket) with a clean, complete description — no “caller said something about billing” tickets.
Callers asking “any update on my case?” get a real answer (check_ticket_status) instead of a promise that someone will call them back.
A summary of the conversation is written to the record (log_call_note), so your team sees the full phone history in the CRM timeline they already work in.
A hypothetical after-hours call to a business running Dial800 voice AI with the Salesforce integration. Notice that the caller never waits, never repeats themselves, and never hears “let me transfer you.”
By the time your team logs in the next morning, the case exists, the lead exists, and the call note is on the record — because the AI did the data entry while it talked.
“Hi — I opened a case last week about my installation and I haven't heard anything.”
Using find_caller, it matches the phone number to the contact. “I see your account — let me check that case for you.”
check_ticket_status returns the current state. “Your case is in progress and assigned to our installation team.”
“Also, my neighbor wants a quote.” The AI captures the referral as a new lead with create_lead.
log_call_note writes the summary to the record. The CRM is current before the caller hangs up.
Three steps, no code. The whole connection is configuration inside your Dial800 dashboard.
Connect through a Salesforce OAuth connected app. You sign in and grant access — Dial800 handles the token lifecycle from there.
Choose exactly which Salesforce tools each agent may use. A reception agent might get find_caller and log_call_note; a sales line adds create_lead.
Attach the connection to any of your AI Voice Agents — sales lines, support lines, after-hours coverage — each with its own tool set.
Your Salesforce credentials are stored with Dial800 and resolved server-side at our MCP gateway — they are never sent to the AI model. The model only ever sees the result of a tool call, never a token or password. Read about Dial800 security →
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Connect in minutes, allow-list the tools you want, and let every call write itself into your CRM.