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Connect AI Answer to Salesforce

Automate workflows and sync data between AI Answer and Salesforce with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect AI Answer & Salesforce?

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps AI Answer and Salesforce perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between AI Answer and Salesforce for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

AI Answer logo

AI Answer

Actions (6)

Gmail get list of Agents

get the lists of agents eith Gmail

Auth Required
Create Phone Call

Create a phone call to customer from Agent

Auth Required
Get Call Details

Fetch Call details by Call ID

Auth Required
Schedule Call Agent

Schedule a call with an agent

Auth Required
Get Call Transcript

Fetch the transcript of a call by Call ID

Auth Required
Custom API Call

Make a custom API call to a specific endpoint

Auth Required
Salesforce logo

Salesforce

Triggers (2)

New Record

Triggers when there is new record

polling
New or Updated Record

Triggers when there is new or updated record

polling

Actions (5)

Run Query (Advanced)

Run a salesforce query

Auth Required
Create Object (Advanced)

Create new object

Auth Required
Update Object (Advanced)

Update object by Id

Auth Required
Batch Upsert (Advanced)

Batch upsert a record by external id

Auth Required
Bulk Upsert (Advanced)

Bulk upsert a record by external id

Auth Required

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When AI Answer trigger → Create/Update in Salesforce

Most Popular
AI AnswerAI Answer

New event occurs

SalesforceSalesforce

Run Query (Advanced)

When Salesforce trigger → Update AI Answer

Bi-directional
SalesforceSalesforce

New Record

AI AnswerAI Answer

Gmail get list of Agents

How It Works

1

Connect Apps

Authenticate your AI Answer and Salesforce accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between AI Answer and Salesforce with 2 available triggers for instant updates.

Automated Actions

Execute 11 different actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect AI Answer and Salesforce in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between AI Answer and Salesforce with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

Ready to Connect AI Answer & Salesforce?

Join thousands of users automating their workflows with Mazaal AI