> This is a page from the ElevenLabs documentation. For a complete page index, fetch https://elevenlabs.io/docs/llms.txt. For the full documentation in a single file, fetch https://elevenlabs.io/docs/llms-full.txt. # Salesforce 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](/docs/reception-ai/integrations/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](/docs/reception-ai/integrations/zapier) in Reception.ai. ### Add the Salesforce actions In your Zapier MCP server at [mcp.zapier.com](https://mcp.zapier.com), add the [actions below](#actions) 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](/docs/reception-ai/receptionist/testing) 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** | > **Tip** > > Add a [procedure](/docs/reception-ai/receptionist/rules-and-procedures) 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](/docs/reception-ai/integrations/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. |