CRM integration

AI voice agents for Salesforce

SquadStack.ai connects to Salesforce in both directions. New or updated leads trigger calls, and after each call the agent writes the outcome, disposition, callback time, recording and transcript back to the record. Our engineers build the integration during setup, so your Salesforce admin does not have to write code.

Talk to our integration team See all integrations

At a glance

What moves between Salesforce and SquadStack.ai

From Salesforce

Lead ID, name and phone number
Any extra fields you choose: product, offer, city, language, source
Updates to leads already in a campaign

Back to Salesforce

Call outcome and disposition
Callback date and time when the customer asks for one
Recording and transcript links
Call duration and attempt history
Stage or status updates your workflow needs

Where Salesforce teams use it

Inbound lead qualification

A lead fills a form, Salesforce creates the record, and the agent calls within minutes. Qualified leads are passed to your relationship managers with the call context.

Cross-sell to existing customers

Banks and lenders run pre-approved loan or card offers to existing customers, with the offer details pulled from Salesforce into the conversation.

Renewals and reminders

Policy renewals, payment reminders and document follow-ups, with callbacks booked straight back into Salesforce.

How the Salesforce integration gets built

Map the fields

In a solutioning call we agree which Salesforce fields come in, what the agent writes back, and the outcome the campaign is measured on.

Build

A forward deployed engineer on your account builds the connection and the call workflow. There is no separate integration fee.

Test

We run a test campaign on real leads, check every field that syncs, and you sign off in UAT.

Ramp

Volume goes up in steps while we watch sync and outcomes. Most enterprise pilots go live in 2 to 3 weeks.

Who does what

Our team

Field mapping and workflow design
Building and testing the Salesforce connection
The AI agent, scripts and call flows
Monitoring sync once you are live

Your team

Admin or API access to Salesforce, a list of the fields that matter, test records, and someone to sign off in UAT.

Security for every integration

SquadStack.ai is ISO 27001, ISO 27701 and SOC 2 Type II certified, and DPDP and TRAI compliant. Customer data stays in India on AWS Mumbai. Integrations run over TLS with bearer tokens and IP whitelisting on both sides, and personal details like Aadhaar and PAN are redacted before they reach the language model.

Certificates and security reports on our Trust Center

Frequently asked questions

Does SquadStack.ai integrate with Salesforce?

Yes. Salesforce is one of our ready CRM connectors. Leads flow in, and call outcomes, dispositions, callbacks, recordings and transcripts sync back to Salesforce after every call.