Salesforce, connected to AI that works every lead.
We connect AI chat, phone answering, follow-up and knowledge assistants to Salesforce, with clean data, smart routing and custom workflows built around how your team sells and serves.
Salesforce + AI
- Lead capture and qualification
- Case creation
- Smart routing
- Follow-up sequences
- Knowledge answers
A Salesforce AI integration connects AI assistants and automations to Sales Cloud or Service Cloud through the Salesforce API. It captures and qualifies leads, logs conversations, creates cases, routes records to the right owner and follows up automatically, using your own fields, rules and approval processes.
What you can automate.
We build only what helps your business, and you decide what the AI may do on its own.
Lead capture and qualification
Creates leads from every channel and qualifies them with your criteria.
Case creation
Turns support conversations into cases with summaries and priority.
Smart routing
Assigns leads and cases by territory, product or availability.
Follow-up sequences
Sends personal follow-ups and logs every touch to the record.
Knowledge answers
Answers customer and staff questions from your knowledge articles.
Custom integrations
Connects Salesforce to your ERP, billing and other systems.
How we connect it
- 1
Discovery
We review your objects, fields, flows and integrations.
- 2
Build and test
We build the connections in a sandbox and test with your team.
- 3
Deploy and support
We deploy to production and support the team after launch.
Questions, answered.
Not sure what's possible with your setup? Call 1-855-225-4535 and we'll talk it through.
Do you work with Sales Cloud and Service Cloud?
Yes, and with custom objects and Experience Cloud sites.
Do you build in a sandbox first?
Yes. We build and test in a sandbox before deploying to production.
Can AI use our Salesforce data safely?
We limit access to the data each workflow needs and follow your security settings.
Can you connect Salesforce to other systems?
Yes. We build integrations with ERPs, billing, e-commerce and support tools.
More integrations.
Product names are trademarks of their owners. VertuaLabs is an independent company and is not endorsed by these brands.
Let's connect AI to Salesforce.
Tell us what you use today and what you'd like to automate. We'll come back with a plan and a clear quote.