Authentication Failures

Problem : OAuth token expiration or invalid credentials Potential causes : Expired refresh tokens, changed Salesforce passwords, or deactivated Connected App Solution : Re-authenticate through ElevenLabs console, verify Connected App status, and ensure user permissions remain active

Problem : Salesforce API calls being throttled during high-volume periods Potential causes : Exceeding daily API limits or burst rate restrictions Solution : Implement request queuing, optimize query efficiency, and consider upgrading Salesforce edition for higher limits

Data Synchronization Delays

Problem : Customer data appearing outdated during conversations Potential causes : Caching issues or delayed Salesforce record updates Solution : Adjust cache refresh intervals, implement real-time data validation, and ensure proper webhook configuration

Integrations

Salesforce

Connect Salesforce to ElevenLabs Conversational AI Voice Agents

Real-time CRM integration that transforms customer data into intelligent voice conversations with enterprise-grade reliability

Add Integration Contact sales

Setup time

10-15mins

Difficulty

Intermediate

Let your AI Voice Agents Access Real-Time Customer Context with Salesforce

Transform your conversational AI platform with deep Salesforce integration that enables your voice agents to query, update, and create CRM records in real-time during customer interactions. This integration empowers your AI agents with complete customer context, enabling personalized responses while automatically logging conversation outcomes back to your CRM.

Key Integration Benefits:

Real-time data access during live conversations for contextual responses
Automated case management with conversation transcripts and summaries
Zero-latency CRM queries that don't interrupt conversation flow
Enterprise security with OAuth authentication and end-to-end encryption
No-code deployment ready in hours, not weeks
Multilingual support across global customer bases

Your voice agents can instantly access customer history, open cases, account details, and past interactions while simultaneously creating new records and updating existing data - all within the natural flow of conversation.

Features

Integrations features

Powerful capabilities that enhance your AI voice agents with intelligent CRM connectivity

Real-Time CRM Queries

Access customer profiles, account status, and interaction history during live calls
Query open cases, opportunities, and support tickets without conversation interruption
Retrieve account-specific data to personalize agent responses
Zero-latency data fetching that maintains conversational flow

Intelligent Case Management

Automatically create Salesforce cases with full conversation context
Attach AI-generated summaries and complete call transcripts
Update existing cases with new interaction details and resolution steps
Route complex issues to human agents with complete conversation history

Contextual Response Generation

Leverage historical CRM data to craft personalized agent responses
Reference past purchases, support interactions, and account preferences
Suggest proven solutions from similar resolved cases
Maintain conversation continuity across multiple touchpoints

Automated Workflow Triggers

Initiate custom Salesforce flows based on conversation outcomes
Update lead scores and opportunity stages from voice interactions
Trigger notifications and alerts for priority accounts or escalations
Seamlessly hand off to human agents with complete context transfer

Enterprise Security & Compliance

OAuth-based authentication with secure credential management
End-to-end encryption for all CRM data transactions
GDPR and HIPAA compliance for regulated industries
Full audit logging and access control integration

Installation

Installation guides

Get your Salesforce integration running quickly with our developer-focused setup process

Step 1: Salesforce Connected App Setup

1. Navigate to Setup > App Manager in Salesforce
2. Create New Connected App with OAuth settings
3. Configure OAuth scopes: api, refresh_token, offline_access
4. Set callback URL for ElevenLabs integration
5. Note Client ID and Client Secret for agent configuration

Step 2: ElevenLabs Agent Configuration

1. Access ElevenLabs console and create new Conversational AI agent
2. Create a new workspace auth connection
3. Enter Salesforce Token URL, Client ID, and Client Secret, required scopes and any extra parameters
4. Save the new workspace auth connection
5. Create webhook tools that call salesforce and select the salesforce connection in the Authentication options

Authentication Setup

OAuth 2.0 flow
Secure credential storage in ElevenLabs platform

Troubleshooting

Troubleshooting & support

Common issues, solutions, and resources for maintaining optimal integration performance

Contact support

Other resources

ElevenLabs Conversational AI Documentation ElevenLabs Quickstart Guide ElevenLabs Developer API ElevenLabs Discord

Salesforce

salesforce.com