Native Salesforce connection for AI voice agents. During a call the agent can look up, create and update contacts, read opportunities and open cases; after the call, Edesy workflows write the outcome and summary back.
CRM plugin
CRM tools
Updates
Credentials
What you can do with AI Voice Agent + Salesforce
A workflow CRM update step writes the summary and outcome after each call
Find, create and update contacts mid-call from what the caller says
Read an opportunity or list a contact's opportunities to answer status questions
Open a case during a support call and check its status later
Look up the caller by phone or email before answering
Reach other objects through a custom HTTP function on the Salesforce REST API
Plugin for the call, workflows for after it
Salesforce connected app details
Pick the tools the agent may use
Reads and updates records mid-call
Writes the outcome after the call
What is real today, in one table
| Item | Details |
|---|---|
| Connection type | Native: Edesy CRM plugin for Salesforce, plus Edesy workflow integrations |
| During the call | Get, create and update contacts; get and list opportunities; create and get cases |
| After the call | Workflow CRM update step or outcome action with the summary, outcome and extracted fields |
| Authentication | Salesforce connected app credentials, stored in the Edesy credential vault |
| Other objects | Use a custom HTTP function against the Salesforce REST API |
| Not included | No AppExchange package, no SSO login and no continuous two-way sync |
Common questions
From ₹4/min on plans and credit packs, ₹6/min pay as you go. Bring your own AI keys for a platform fee from ₹1/min. New accounts get ₹50 free credit. Prices exclude 18% GST.
Add your Salesforce credentials and let the agent read and update records
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