Automate Salesforce with Olivia AI
Olivia is your AI call agent that answers, qualifies and follows up on every call. It then writes the result right back to Salesforce. No missed opportunities. No manual data entry. No dead end calls. Once connected, every conversation Olivia AI has is a Salesforce record your team can act on immediately.
Trusted by revenue teams at
How Olivia AI Turns Conversations Into Salesforce Data
See Olivia AI in action inside Salesforce
Real-time qualification, answers every call
Olivia AI answers inbound calls or makes outbound calls for you, asks the right qualifying questions based on your playbook, and hands off warm leads when they’re ready.
Creates and updates Leads, Contacts and Opportunities;
As soon as a call is finished, Olivia AI generates structured data such as call outcome, qualification score, next steps, etc. and writes directly in the right Salesforce object. No agent needs to touch a keyboard.
Brings live context from Salesforce into the conversation
Olivia AI is able to search for existing Contact or Opportunity records while on a call so she’s talking with full context rather than starting from scratch, even on a repeat caller.
Powers your current Salesforce workflows
Once the call is over, Olivia AI is able to activate your current Salesforce workflows and automations such as task assignments, follow-up sequences, notifications, and lead routing. It integrates with Agentforce Sales & Revenue Management and other Salesforce solutions to keep customer, pipeline and revenue data fresh without breaking your workflow, and fits seamlessly into your existing Salesforce deployment.
Deployment
Simple, secure, no middleware required
No manual work for you, 100% managed by our integration team You won’t have to set up OAuth, map fields, or write a single line of code. Our team builds and owns the entire connection from Olivia AI to your Salesforce org, end to end.
Connection & setup
Manual reactivation depends on “getting to it later.” Olivia moves while interest still exists. Speed alone recovers revenue most teams can never touch.
Data mapping
We map call data like outcomes, qualification scores and next steps to the right fields across Leads, Contacts, Opportunities and any custom objects in your org.
Call flow design and setup
We collaborate with you to develop Olivia AI’s call flows and qualification logic from your existing playbooks.
Testing & go-live
We make sure everything works by running calibration calls in sandbox, validating every write and workflow trigger, and only moving to production once we’ve proven it.
Ongoing support
After launch our team stays on to make sure your integration is working and to manage changes to your Salesforce environment.
Our implementation team is experienced and available 24/7, so you can go live with Olivia AI + Salesforce quickly, easily and completely hands-off for your team.
Talk to our team about your integration today
Developed by our Integration Team
A direct connection dedicated
With Olivia AI’s native Salesforce integration, there is no middleware or third-party workarounds. It's a direct, purpose-built link. Our in-house integrations team handles it all for you, so your engineers can focus on their own work without the burden of setup.
100%
Inbound calls answered in 2 rings
70 - 80%
Decrease in manual CRM data entry
35 hrs
Average hours saved per rep, per month
~993 ms
Average time from call to record creation in Salesforce
Why Teams Adore Olivia AI
Never Let a Lead Go Cold
It's like giving every rep an assistant that never misses a call, never forgets to log it and never lets a hot lead sit untouched in a queue. Take more calls, qualify consistently and give your team a self-updating Salesforce pipeline.
Find out more about Olivia AI features
FREQUENTLY ASKED QUESTIONS
Does Olivia work with sandbox and production Salesforce orgs?
Yes. Olivia AI works with both Salesforce Sandbox and Production orgs, which you can connect via OAuth from the Olivia AI Integrations tab.
Does it support custom objects and custom fields?
Yes, if the logged in Salesforce user has permission to read or write to the object. This includes objects used by an Agentforce Sales integration or Agentforce Revenue Management integration since the connection is through standard Salesforce APIs.
When does Olivia write to Salesforce?
Olivia AI can write to Salesforce during a call when a qualifying event occurs and after the call for follow-up actions and automations.
How is call data secured?
Olivia AI protects calling data both in transit and at rest using appropriate security controls.
Can we do the integration or your team?
Our integration team takes care of the whole setup process, from authentication to field mapping and call flow configuration and testing. Your engineers or admins don't have to do any manual work at all.
What is the pricing for a Salesforce-connected agent?
Pricing depends on your call volume and requirements. Contact our team for a quote tailored to your needs.