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Integrations · Calendar & CRM
Salesforce
Update contacts, leads, and opportunities from call outcomes.
Salesforce integration lets your LuMay voice agent capture customer details, qualify leads, and update CRM records after conversations. Configure the connection once, then attach it to any approved agent workflow.
Key benefits
- Lead and contact updates
- Cleaner call outcome tracking
- Reduced manual CRM entry
Common use cases
- Inbound lead qualification
- Sales follow-up workflows
- Customer success call logging
Full setup guide on our docs
Step-by-step setup can include credentials, permissions, workflow rules, screenshots, and agent-side configuration.
Ask for the Salesforce setup guideBuild a voice agent that uses Salesforce
Start free, configure the integration from your workflow, and attach it to the voice agent that handles your customer conversations.
