Voicebot integration with Salesforce

Enterprise: Salesforce + voice AI

Large orgs need audit, SSO, and data controls. Coldbot enterprise aligns integration to IT policies. Sales and RevOps validate mapping in a joint workshop before full campaign volume.

• ✓Lead and Contact sync with deduplication
• ✓Opportunity auto-create on qualification
• ✓Task/Event on booked meetings
• ✓Custom fields and validation rules
• ✓Webhooks and Platform Events

Security and compliance

GDPR-aligned integration with EU data residency options, DPA support, and configurable retention for transcripts. Role-based access in Coldbot mirrors your Salesforce permission model.

Deployment support

Dedicated Salesforce onboarding: field mapping workshop, integration tests, IT documentation, and UAT sign-off before dialer goes live on production org.

Platform Events and webhooks

High-volume teams can push call outcomes via Platform Events to downstream systems (BI, data warehouse, compliance archive) without polling Salesforce API limits.

• ✓Lead routing rules respected
• ✓Validation rules tested in sandbox
• ✓Custom object mapping on request

CRM integration support

During onboarding Coldbot runs a field-mapping workshop, tests writes on live calls, and documents rules for RevOps. After go-live you monitor sync errors in the dashboard - no guessing whether a lead “vanished” in CRM.

• ✓Mapping workshop with your CSM
• ✓Write tests before campaign scale
• ✓Disposition documentation for the team
• ✓API error alerts

CRM reporting and dashboards

Dispositions and call fields feed CRM pipeline reports - managers see connect, meeting conversion, and cost per lead without spreadsheet exports. Coldbot helps define HubSpot/Pipedrive/Salesforce views for voice outbound and weekly sales reviews.

• ✓Standard voice dispositions
• ✓Pipeline views for outbound
• ✓Webhook export to BI
• ✓Transcript QA sampling

FAQ

Frequently asked questions