Auto-Create Leads & Contacts
Every qualified call automatically creates or updates a lead/contact in Salesforce with full conversation details.
Salesforce + isLucid AI Voice Agents
Connect your AI voice agents directly to Salesforce CRM. Automatically create leads from calls, log transcripts, trigger workflows, and personalize conversations with Salesforce data.
What You Can Do
Log Call Transcripts
Complete call transcripts and AI-generated summaries logged as activities on the contact or lead record.
Trigger Salesforce Workflows
Call outcomes trigger Salesforce workflows — create tasks, send emails, update pipeline stages, or notify team members.
Sync Customer Data
AI accesses Salesforce data during calls to personalize conversations — account history, open cases, recent purchases.
How to Set Up
Step 1: Install isLucid Salesforce Package
Install our managed package from Salesforce AppExchange. No custom development required.
Step 2: Authenticate via OAuth
Connect your Salesforce org with secure OAuth 2.0 authentication. Admin approval takes minutes.
Step 3: Map Fields
Map isLucid call data to Salesforce fields — leads, contacts, accounts, and custom objects.
Step 4: Enable Triggers
Configure which call outcomes trigger Salesforce workflows, tasks, and notifications.
Use Cases
Inbound Lead Capture
Every inbound call creates a Salesforce lead with qualification data, transcript, and recording. Sales reps get hot lead alerts.
Post-Call Follow-Up Tasks
After each call, AI creates follow-up tasks in Salesforce assigned to the right rep — based on call outcome and lead score.
Customer Data During Calls
AI looks up the caller in Salesforce and uses their account history, open cases, and preferences to personalize the conversation.