Salesforce Integration

Overview

Connect Salesforce to bring CRM Contacts or Leads into OutCallerAI campaigns and send call outcomes back as Salesforce Tasks.

Capabilities

• Contact / Lead import: Import Salesforce Contacts or Leads into a selected OutCallerAI campaign.
• Field mapping: Choose which Salesforce fields populate lead name, phone, email, and notes.
• Duplicate prevention: Avoid duplicate campaign leads when the same Salesforce record is imported again.
• Call outcome sync: Send completed call summaries, outcomes, ratings, and next steps back as Salesforce Tasks.
• Recording links: Optionally include call recording links in the Task description.

Prerequisites

• A Salesforce user who can authorize API access and read the selected Contact or Lead records.
• Permission to create Tasks when call outcome export is enabled.
• An OutCallerAI campaign with an assigned agent.

Setup

1. Open Integrations: Go to the Integrations Dashboard and select Salesforce.

2. Connect Salesforce: Click Connect with OAuth and approve access from your Salesforce account.

3. Choose object type: Select Contact or Lead as the Salesforce object to sync.

4. Choose a campaign: Select the OutCallerAI campaign where imported records should be added as leads.

5. Map fields: Match Salesforce fields to OutCallerAI lead fields:

   • Name
   • Phone
   • Email
   • Description

   Name and phone are required for calling workflows.

6. Save setup: Save the mapping and sync preferences, then import records.

7. Run calls: Imported contacts can now be called from the campaign using your assigned AI agent.

How it works

After a Salesforce record is imported, it appears as a normal lead inside the selected OutCallerAI campaign.

When a call is completed, OutCallerAI can create a completed Salesforce Task linked to the Contact or Lead with:

• Campaign name
• Call outcome
• Call rating
• Call duration
• AI-generated summary
• Follow-up tasks or next steps
• Recording link, if enabled

Verify the integration

Import a small record set and confirm its field values in the target OutCallerAI campaign. Complete one test call, then confirm a completed Task is linked to the original Salesforce Contact or Lead.

Troubleshooting

• Re-importing records updates existing imported leads instead of creating duplicates.
• Salesforce remains your CRM source of truth, while OutCallerAI handles calling and call outcome automation.
• If records are missing, confirm the chosen object type and the connected user's record visibility.
• If Tasks are missing, confirm Task creation permission and that the lead originated from the Salesforce import.

Disconnect

Select Disconnect Integration in the Salesforce drawer. Existing Salesforce Tasks and imported OutCallerAI leads remain in their respective systems.