How to Connect Your VoiceB.ai Agent with Salesforce

Salesforce Integration.

✅ Prerequisites

• You have already created and activated an AI Agent in VoiceB.ai.

• You have a Salesforce account with appropriate permissions.

• You have created an External Connected App in your Salesforce settings.

🛠 Step-by-Step Setup

1. Open Your Agent Configuration

From your VoiceB.ai dashboard:

• Navigate to the "Your Campaign" or your workspace.

• In the left sidebar, under the agents list, select the Agent you want to connect (e.g., "Anna (SuperVoice)").

2. Scroll to the Integrations Section

Once you're inside the Agent settings, scroll down to the “Integrations” section.

3. Click the “+” Button

Click the + button to add a new integration.

4. Select Salesforce

Choose Salesforce from the list of available integrations.

5. Login to Salesforce

You’ll be redirected to a secure Salesforce login screen.

• Click “Login” button, this will open a modal to link VoiceB with Salesforce.

• Click on "Connect", this will open a new window.

• Accept the permissions to allow VoiceB.ai to push data to your CRM

Once logged in and authorized, you’ll return to the VoiceB.ai platform.

🔄 Mapping the Call Fields

Now that your integration is active, go back to the Agent’s configuration screen to map the call properties to Salesforce fields.

1. Click the Salesforce icon in the Integrations section.

2. You will see the default VoiceB fields (top 10), such as:

   • Id → Call ID VoiceB

   • Start / End → Start/End - VoiceB

   • From / To

   • Agent, Type, Status, etc.

   • Transcript and Summary (optional, can be ignored)

3. Scroll down further and you’ll see custom fields based on your selected Data Collection Scheme for this agent.

   • These are the user-defined fields you created (e.g., Name, Email, Product, Budget, etc.).

   • Match each one to a corresponding field in your Salesforce CRM or create a new one in Salesforce if needed.

   

💡 Fields not mapped will be ignored during sync.

📊 What Happens Next?

• Every inbound or outbound call processed by this Agent will automatically push:

  • Call metadata

  • Call outcome

  • User responses (from Data Collection)

  • Call status

  • Timestamps

• into your Salesforce lead view.

🔍 Real-Time CRM Sync

As soon as a call is completed, you’ll see the full trace in Salesforce — no delays, no manual work.

❓Need Help?

Contact Support if:

• You experience login issues

• Field mapping doesn’t appear

• You want to extend the integration to workflows or deal creation

By integrating Salesforce with your VoiceB.ai Agent, your sales and support teams get full visibility of the conversation, call results, and lead data — automatically.