Salesforce | ElevenLabs Documentation

Your receptionist can recognize callers who are already in Salesforce, add new callers as leads, and create a follow-up task for your team. Salesforce’s API and its hosted MCP server only accept OAuth sign-ins, which Reception’s connectors don’t support, so Reception connects through Zapier.

Before you start

Salesforce is a premium app on Zapier, so you need a paid Zapier plan.
Zapier works with Sales Cloud and Service Cloud, including Essentials. Your org needs My Domain set up, and a Salesforce admin may need to approve Zapier before you can connect.
Connect Zapier as a Salesforce user who can read and create leads, contacts, and tasks.

Set up

Connect Zapier

If you haven’t yet, connect Zapier in Reception.ai.

Add the Salesforce actions

In your Zapier MCP server at mcp.zapier.com, add the actions below and connect your Salesforce account. For each field, either set a fixed value or let the AI fill it in, as listed.

Assign the tools

In Reception.ai, open the Zapier integration’s Tools tab, select Refresh tools, and assign each action as listed.

Test it

Test your receptionist as a new caller who wants a quote. A lead and a follow-up task appear in Salesforce.

Actions

Find the caller

Field	Value
Zapier action	Find Record
Set in Zapier	Salesforce Object: Contact (or Lead). Field to Search By: the phone field.
Let the AI fill in	Search Value: the caller’s phone number.
Assign to	Client

Add a second Find Record action with Salesforce Object set to Lead if you want to search both contacts and leads.

Create a lead

Field	Value
Zapier action	Create Lead
Set in Zapier	Lead Source (for example, Phone), Lead Status, and the owner.
Let the AI fill in	First Name, Last Name, Company, Phone, Email, and Description (what the caller wants).
Assign to	Client

Salesforce requires a company on every lead. If the caller is a private person, tell your receptionist to use their full name as the company.

Create a follow-up task

Field	Value
Zapier action	Create Record
Set in Zapier	Salesforce Object: Task. The assignee, Status, and Priority.
Let the AI fill in	Subject, the due date, the comments (caller’s name, number, and request), and the contact or lead ID from the search.
Assign to	Client

Run a report

Field	Value
Zapier action	Run Report
Set in Zapier	The report, for example this week’s new leads.
Let the AI fill in	Nothing, unless you want to let it set the report’s filters.
Assign to	Assistant

Add a procedure so your receptionist searches for the caller first and only creates a lead when no match is found.

Limitations

Zapier’s Salesforce app can’t check anyone’s availability, so your receptionist can’t book meetings in Salesforce. Use the follow-up task instead, or Reception’s own booking with Google Calendar.
Find Record returns one match. Callers who share a phone number may be matched to the wrong record.
Each action call counts against your Salesforce org’s API request limits.
Each action your receptionist runs uses tasks from your Zapier plan. Zapier currently counts two tasks per successful call; failed calls aren’t counted. When the plan runs out, the actions stop until it resets.

Troubleshooting

Problem	What to check
A Salesforce action doesn’t appear in Reception.ai	Select Refresh tools on the Zapier integration after adding actions in Zapier.
An action shows Changed and isn’t used	You edited it in Zapier. Select Update in the Tools tab.
Known callers aren’t found	Salesforce matches phone numbers as stored. Store numbers in one format, or also search by email.
Creating a lead fails	Check that Last Name and Company are filled, and any fields your org has made required.
Zapier can’t connect to Salesforce	Ask your Salesforce admin to approve Zapier in your org and check that My Domain is set up.