Integration · Coming soon
Sainer × Salesforce
Salesforce is the world's most widely used CRM. With this integration, Sainer's AI phone operator recognises callers from their Salesforce records, captures tasks or cases during the call, and logs every call as an activity on the right record afterwards.
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Salesforce is on the roadmap
We're scoping this integration now. Drop your details below and we'll reach out when it ships.
Salesforce in your workflow
Before, during and after the call
Before the call
Sainer recognises the caller in Salesforce before the operator picks up.
- Looks up the inbound number across contacts and leads
- Gives the AI the caller's name, company and account before it says hello
- The call always goes through, even if Salesforce responds slowly
During the call
The AI captures what needs to happen while on the call.
- Creates a task or case with the caller's request
- Links it straight to the right contact or account
- Creates a new lead when the caller isn't known yet
After the call
Every call is recorded as an activity in Salesforce.
- Logs the call with duration and outcome on the right record
- Includes an AI summary and, optionally, the full transcript
- Includes a link to the Sainer recording for follow-up
Getting started
How it works
- 1
Connect Sainer to Salesforce
Sign in with your Salesforce account and give Sainer access to contacts, leads and activities.
- 2
Configure logging
Choose which data Sainer records after the call and whether it may create tasks or cases.
Ready to get started?
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Schedule a no-obligation call and discover how Sainer transforms your availability.
Curious what it sounds like? Naturally, Sainer answers our phone!