Vaami + Salesforce
Log every AI call directly to Salesforce — leads, contacts, and opportunities updated in real time.
Vaami's Salesforce integration syncs call outcomes, transcripts, and lead data bidirectionally. AI agents access lead context before answering, then log structured call outcomes — disposition, sentiment, next action — back to Salesforce automatically.
An AI voice agent for Salesforce, not a dialer bolted onto one
Most "Salesforce calling" tools are really just click-to-dial add-ons: they connect a rep's phone to a Salesforce record, but a human still has to have the conversation, take notes, and update fields afterward. Vaami is different — it's an AI voice agent that has the conversation itself, whether that's answering an inbound enquiry, qualifying a new lead, or running an outbound follow-up campaign, and then writes the structured result straight into Salesforce without a rep touching the keyboard.
In practice that means a lead calling in gets answered and qualified immediately, with the AI already looking at that caller's existing Salesforce history to personalise the conversation, rather than starting cold. On the outbound side, point Vaami at a Salesforce report, list view, or campaign and it works through it as a calling queue, updating each record's disposition, sentiment, and next action as it goes — the kind of volume a human SDR team would need days to get through.
Setup stays inside Salesforce's own permission model: OAuth authentication, a field-mapping UI for choosing which Vaami outcomes write to which Salesforce fields, and support for both Sales Cloud (leads, contacts, opportunities) and Service Cloud (cases) objects. No Salesforce developer or API work is required to get a first workflow live.
What you can do with Vaami + Salesforce
- Log inbound call outcomes to Salesforce leads and contacts automatically
- Qualify inbound leads against Salesforce data before routing to reps
- Trigger Salesforce workflows after outbound AI calls (e.g. move to next stage)
- Sync appointment bookings from AI agents to Salesforce calendar activities
- Pull customer history from Salesforce to personalise inbound AI responses
- Run outbound calling campaigns straight from a Salesforce report or list view
- Attach call recordings and full transcripts to the Salesforce activity timeline for QA and dispute resolution
How to connect Vaami to Salesforce
No code required. Takes under 10 minutes.
Authenticate via Salesforce OAuth in the Vaami dashboard — no code required.
Choose which Vaami call outcomes (disposition, sentiment, booking time) map to Salesforce fields.
Set which Salesforce workflows or automations fire after each call outcome type.
Vaami agents pull Salesforce context before each call and push structured outcomes after.
Vaami + Salesforce: common questions
Does Vaami work with Salesforce Sales Cloud and Service Cloud?
Yes. Vaami integrates with both Sales Cloud and Service Cloud, supporting lead/contact/opportunity objects in Sales Cloud and case objects in Service Cloud.
Is the Salesforce integration bidirectional?
Yes. Vaami reads from Salesforce (to personalise calls) and writes back to Salesforce (to log outcomes). You control which fields sync in both directions.
Does the Salesforce integration require a developer?
No. The integration is configured entirely in the Vaami dashboard using OAuth authentication and a field-mapping UI. No code or API credentials beyond Salesforce login required.
Can Vaami call leads directly from a Salesforce report or campaign list?
Yes. Point Vaami at a Salesforce report, list view, or campaign member list and it works through it as an outbound calling queue, logging each result back to the matching record.
What happens to the call recording and transcript?
Both attach to the relevant Salesforce record's activity timeline, so any rep or manager can review exactly what was said without leaving Salesforce.
Deploy Vaami with Salesforce in under a day.
Book a 20-minute demo — we'll show you the Vaami + Salesforce integration live with your specific use case.