Which Salesforce products does Meetzy integrate with?

Meetzy integrates with Salesforce Sales Cloud and Service Cloud. Lead, Contact, Account, Opportunity, Case, and Activity objects are all supported.

Which Salesforce editions are supported?

Meetzy works with Salesforce Professional, Enterprise, and Unlimited editions. Some advanced automation features require API access, available from Enterprise edition.

Is the Salesforce integration GDPR-compliant?

Yes. All call data is processed within the EU. Meetzy operates on GDPR-compliant infrastructure and never uses client data to train third-party AI models. Data Processing Agreements available.

How long does the Salesforce setup take?

Basic setup takes under 30 minutes. Full field mapping and workflow configuration for complex Salesforce orgs is agreed with your dedicated implementation team before kickoff.

Salesforce Integration

AI Voice Agents for
Salesforce teams.

Meetzy integrates with Salesforce Sales Cloud and Service Cloud. Leads qualified. Opportunities updated. Zero manual data entry.

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What the integration does

Salesforce, fully automated.

Lead record auto-update

Lead status, rating, and qualification notes updated in Salesforce the moment the call ends. No agent data entry.

Opportunity stage trigger

Qualified by the AI? Opportunity moves to the next stage. Meeting booked? Task created. All configured by your team, zero code.

Activity log and transcripts in Salesforce

Every call logged to the Salesforce Activity Timeline. Full transcript attached. Your team has complete call context before their next touchpoint.

Getting started

Live in three steps.

Connect your Salesforce org

Authorise Meetzy's connected app in Salesforce Setup. No custom development required.

Map agent outcomes to Salesforce fields

Define which Salesforce fields update based on AI call outcomes. Leads, Contacts, Opportunities, Cases.

Activate

Your agent starts calling. Salesforce updates automatically. Your reps focus on conversations that matter.

FAQ

Common questions.

Related searches: "AI calling agent Salesforce CRM" · "automate outbound calls Salesforce" · "Salesforce AI voice agent integration" · "AI agent Salesforce Sales Cloud"

Ready to automate your Salesforce pipeline?

See how Meetzy and Salesforce work together in a live session with our team.