Connect Salesforce to CalLeads AI. When a new lead enters your org, Lexi calls them instantly, qualifies using BANT or your framework, and syncs everything back — leads, opportunities, recordings, and reports.
Enterprise lead routing is slow by design. Round-robin assignment, territory rules, rep availability — by the time a lead gets a call, the window has closed:
Average lead response time across industries
Leads lost when response exceeds 5 minutes
Buyers who choose the first responder
Conversion lift with sub-60s response
The bottom line: Enterprise lead routing was built for organization, not speed. By the time a rep gets assigned and picks up the phone, the lead has already talked to your competitor. CalLeads AI calls within 5 seconds while your routing rules run in parallel.
Connect Salesforce to CalLeads AI with native OAuth. No AppExchange install required.
Authorize CalLeads AI with Salesforce OAuth. We connect natively to your Salesforce org — no AppExchange install needed. Works with Lightning and Classic.
Define which leads trigger AI calling — by lead source, campaign, territory, record type, or any Salesforce field. CalLeads AI respects your existing assignment rules and routing logic.
Define what Lexi asks — BANT, MEDDIC, or your own framework. Qualification results map to Salesforce lead fields, scores, and ratings. Use any standard or custom object.
Flip the switch. Lexi starts calling every lead that matches your rules. Call outcomes, recordings, transcripts, and qualification data flow into Salesforce in real time.
Enterprise teams need enterprise-grade integrations. CalLeads AI is built to work inside Salesforce, not alongside it.
Not a bolt-on. CalLeads AI writes directly to Salesforce objects — Leads, Contacts, Opportunities, Tasks, and Events. Your team works in Salesforce as usual, with AI-generated data already there.
Lexi creates Opportunities from qualified leads, sets the right stage, amount, and close date. Lead conversion happens automatically based on your qualification criteria.
Every call recording, transcript, and summary is logged as a Task or Activity on the Lead/Contact record. Sales managers can review AI calls directly from Salesforce.
All CalLeads AI data lives in Salesforce. Build reports and dashboards on AI call outcomes, response times, qualification rates, and conversion metrics using native Salesforce reporting.
Here is the complete flow — from new lead to qualified opportunity with full audit trail.
A lead is created from a web form, marketing campaign, event, or manual entry. CalLeads AI detects the new record via Salesforce trigger and evaluates your routing rules.
Lexi pulls the lead's data from Salesforce — name, phone, company, lead source, campaign, and any custom fields. She builds a personalized script using your qualification framework.
The lead's phone rings while the routing rules are still processing. Lexi greets them professionally and references their inquiry: "Hi Sarah, I'm calling from Acme Corp regarding..."
Lexi works through your qualification framework — Budget, Authority, Need, Timeline (or MEDDIC, SPIN, or your custom criteria). Every answer is captured and scored.
Lexi converts the lead to a Contact + Opportunity in Salesforce. Call recording, transcript, qualification notes, and next steps are logged as Activities. The assigned rep gets a fully-briefed opportunity.
Your competitors are calling the same leads. The first responder wins 78% of the time. Let Lexi make that first call — every time, in under 5 seconds.
Enterprise-grade security. Custom plans for every team size.
CalLeads AI connects with your entire marketing stack.
Instant AI callbacks for every Facebook and Instagram lead form submission.
Call high-intent Google Search, Display, and YouTube leads in under 5 seconds.
Bi-directional sync with HubSpot CRM. Auto-call, auto-log, auto-create deals.
Agency-scale AI calling across all your GHL sub-accounts and funnels.
Auto-create deals, log activities, and move stages based on AI call outcomes.