AI products that work with Salesforce
Salesforce is only as useful as the data inside it, and keeping that data current takes time reps would rather spend selling. These editions connect natively to Salesforce and do the work around the record: qualifying leads, following up, summarizing calls, updating notes, flagging risky deals and scoring account health. Everything runs in your own Salesforce org.
- Data exchanged
- leads, contacts, accounts, opportunities, tasks and activity history
- Access you provide
- Salesforce connected app with API-enabled user
- Added to the core price
- $1,500 for the Salesforce edition of a product
- Not included
- Salesforce license or subscription costs, and any customization beyond the field mapping agreed during setup.
| Product | What it does in Salesforce | Price | Add to cart |
|---|---|---|---|
| AI Call Summarization for Salesforce | Summarizes calls into notes, outcomes and next steps in your CRM, connected natively to Salesforce so it reads and updates leads, contacts, accounts, opportunities, tasks and activity history. | Price range: $7,900 through $9,900 | Add to cart |
| AI CRM Assistant for Salesforce | Updates CRM records, notes and next steps from emails and calls, connected natively to Salesforce so it reads and updates leads, contacts, accounts, opportunities, tasks and activity history. | Price range: $5,400 through $7,000 | Add to cart |
| AI Customer Health Score for Salesforce | Calculates account health from usage, support, billing and sentiment signals, connected natively to Salesforce so it reads and updates accounts, contacts, opportunities, cases and tasks. | Price range: $5,000 through $6,500 | Add to cart |
| AI Follow-Up Engine for Salesforce | Follows up with leads who went quiet using context from past conversations, connected natively to Salesforce so it reads and updates leads, contacts, accounts, opportunities, tasks and activity history. | Price range: $5,400 through $7,000 | Add to cart |
| AI Lead Qualification Agent for Salesforce | Qualifies inbound leads with a short conversation and scores them against your criteria, connected natively to Salesforce so it reads and updates leads, contacts, accounts, opportunities, tasks and activity history. | Price range: $5,400 through $7,000 | Add to cart |
| AI Pipeline Intelligence for Salesforce | Analyses pipeline health and flags stalled, at-risk and slipping deals, connected natively to Salesforce so it reads and updates leads, contacts, accounts, opportunities, tasks and activity history. | Price range: $5,000 through $6,500 | Add to cart |
| AI Sales Agent for Salesforce | Engages, qualifies and nurtures leads through conversation and hands sales-ready deals to reps, connected natively to Salesforce so it reads and updates leads, contacts, accounts, opportunities, tasks and activity history. | Price range: $7,400 through $9,600 | Add to cart |
| WhatsApp AI Lead Qualification for Salesforce | Qualifies inbound WhatsApp leads and routes them to sales, connected natively to Salesforce so it reads and updates leads, contacts, accounts, opportunities, tasks and activity history. | Price range: $4,000 through $5,400 | Add to cart |
How do these products work with Salesforce?
Most editions read and update leads, contacts, accounts, opportunities, tasks and activity history. The AI Customer Health Score edition works with accounts, contacts, opportunities, cases and tasks. Because the editions work in Salesforce directly, notes, next steps and scores land on the records your team already uses, and managers see one version of the truth.
- Inbound leads qualified by conversation or WhatsApp
- Quiet leads followed up with past context
- Call notes, outcomes and next steps logged
- Records updated from emails and calls
- Stalled and at-risk deals flagged
- Account health scored from several signals
Which Salesforce edition fits your sales motion?
Start at the top of the funnel if leads slip through. The AI Lead Qualification Agent for Salesforce qualifies inbound leads with a short conversation and scores them against your criteria. WhatsApp AI Lead Qualification does the same for WhatsApp enquiries. The AI Sales Agent goes further, nurturing leads and handing sales-ready deals to reps.
If the problem is data quality, the AI CRM Assistant for Salesforce updates records, notes and next steps from emails and calls, and AI Call Summarization writes call notes and outcomes into the CRM. For leaders, AI Pipeline Intelligence flags stalled, at-risk and slipping deals, and the AI Follow-Up Engine revives leads who went quiet.
What about customers after the sale?
Account teams can use the AI Customer Health Score for Salesforce. It calculates account health from usage, support, billing and sentiment signals and works with accounts, cases and opportunities. That gives customer success managers an early view of which accounts need attention, inside the same org the sales team already uses.
Questions buyers ask
How is the CRM Assistant different from Call Summarization?
AI Call Summarization for Salesforce focuses on calls, turning each one into notes, outcomes and next steps in the CRM. The AI CRM Assistant for Salesforce works more broadly, updating records, notes and next steps from both emails and calls. If calls are your main gap, start with summarization. If records lag everywhere, start with the assistant.
Can WhatsApp leads go straight into Salesforce?
Yes. WhatsApp AI Lead Qualification for Salesforce qualifies inbound WhatsApp leads and routes them to sales, reading and updating leads, contacts, accounts, opportunities, tasks and activity history. A conversation that starts on WhatsApp ends up as a proper record your reps can work, instead of a screenshot passed around the team.
Do these editions also exist for other CRMs?
Several do. Call summarization, lead qualification, WhatsApp lead qualification, the follow-up engine, the sales agent and the CRM assistant all have Zoho CRM editions too. If Salesforce is your system of record, the Salesforce editions are the right choice, since they work with your existing objects and activity history.
How the connection is set up
The general pattern we follow for every integration.
- 1You create the necessary access in your Salesforce account: a private app, an API key, or an OAuth approval, depending on what Salesforce supports.
- 2We agree a secure way to share access during intake. Please never send passwords or API keys by email.
- 3We agree the field mapping with you and test it on sample records before anything goes live.
- 4You can revoke access from Salesforce or the portal at any time.
Frequently asked questions
Which Salesforce plan do I need?
It depends on the product. Each product page lists the Salesforce features it relies on; plan upgrades are not included.
Will it change my existing data?
Only the fields in the mapping agreed with you, and that mapping is tested on sample records before anything goes live.
Can I use a different platform instead?
Many products also have editions for other platforms. See the full integrations list for what is currently published.