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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 IntegrationContact sales

Setup time

10-15mins

Difficulty

Intermediate

Category

CRM

Type

API

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

1

Configure Salesforce Connected App with appropriate permissions

2

Set up ElevenLabs agent with Salesforce API credentials

3

Test real-time data access and case creation workflows

4

Deploy to production with monitoring and error handling

Troubleshooting

Troubleshooting & support

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

Contact support
Other resources
ElevenLabs Conversational AI DocumentationElevenLabs Quickstart GuideElevenLabs Developer APIElevenLabs Discord

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