Integration · Salesforce
AI Voice Agents
for Salesforce teams.
Native bidirectional Salesforce integration. Standard and custom objects supported. Sales Cloud, Service Cloud, and beyond.
What it is
Built for Salesforce-first teams.
Meetzy is a managed package on the Salesforce AppExchange roadmap. Today, integration runs through the Salesforce REST + Bulk APIs with OAuth, supporting Leads, Contacts, Accounts, Opportunities, Cases, and any custom object.
Capabilities
What works out of the box.
Standard object support
Lead, Contact, Account, Opportunity, Case, Task, Event — read + write.
Custom object support
Map AI call outcomes into any custom object on your org.
Validation rules respected
Meetzy obeys validation rules and field-level security on writes.
Process Builder / Flow
AI call outcomes can trigger Salesforce Flows for downstream automation.
Activity logging
Every AI call logged as a Task with subject, body, related-to, and disposition.
Bulk-safe
Bulk API used for high-volume syncs; respects org limits.
When to use it
Built for teams that already run on this stack.
- Your CRM of record is Salesforce and you want AI agents fully embedded
- You have custom objects (e.g. Opportunity Stages, custom Lead types) the AI must understand
- You want AI agents to participate in existing Process Builder / Flow automations
- Your security team requires field-level + sharing rules to be respected
Connect in minutes.
No engineering required. Authenticate, pick the data you want synced, ship.