Salesforce (SFDC) - Replify Integration

Automate Customer Communications with Bi-Directional Sync

The Replify + Salesforce integration is built for enterprise teams who need rigorous data integrity. Stop letting valuable conversation data die in a silo. This integration ensures that every word spoken by your AI agent is captured, analyzed, and instantly accessible within SFDC.

Ready to learn more about this integration? Schedule a demo or visit our integration docs.

• Trigger AI from Salesforce Flows: Use Salesforce’s native automation (Flows or Apex) to deploy Replify agents. For example, when a Lead Status changes to "New," automatically trigger a Replify Outbound AI Call to qualify them.
• Instant Activity Logging: No more "did they call?" mystery. Replify logs every interaction—call recordings, transcripts, and SMS history—directly to the Lead or Contact record in Salesforce.
• Smart Field Updates: When Replify gathers new info (e.g., "Customer prefers email" or "Budget is $5k"), it automatically maps that data to the corresponding custom fields in Salesforce.

Enterprise Use Cases

1. Speed-to-Lead at Scale

High-volume sales teams use Replify to contact web leads within seconds of submission. The AI qualifies the lead and, if successful, converts the Lead object in Salesforce to an Opportunity, routing it to a human closer.

2. Clean Your Database

Have 10,000 "cold" leads cluttering your Salesforce instance? Run a Replify reactivation campaign. The AI will call through the list, identify wrong numbers, and tag the Lead Status as "Unqualified" or "Do Not Contact" in SFDC, keeping your data pristine.

3. Omni-Channel Consistency

Ensure your support and sales teams see the full picture. Because Replify logs call summaries into the Salesforce Activity Timeline, a human agent picking up the phone knows exactly what the AI discussed with the customer 5 minutes ago.

Build your enterprise stack:

• HubSpot: Running marketing in HubSpot and sales in SFDC? Replify bridges the gap.
• Slack: Get instant alerts in Slack when a Salesforce Opportunity is updated by an AI call.

Ready to learn more about this integration? Schedule a demo or visit our integration docs.