Salesforce Integration
Overview
Aimdoc's Salesforce integration allows you to automatically sync leads captured through your AI agent directly to your Salesforce CRM, keeping your sales pipeline continuously updated and ensuring your team has the most current lead information.
Features
- Lead Synchronization: Aimdoc syncs and enriches leads directly into Salesforce, ensuring your sales pipeline remains up-to-date.
- Conversation History: Full conversation history is attached to lead records, providing context for sales follow-ups.
- Custom Field Mapping: Map Aimdoc data to your specific Salesforce fields to maintain data structure consistency.
Setup Instructions
- Connect Salesforce Account: Access the 'Integrations' section in the Aimdoc dashboard, select Salesforce, and follow the authorization steps.
- Configure Lead Mapping: Define how Aimdoc's captured lead information maps to your Salesforce fields to ensure data consistency.
Common Questions
Which Salesforce editions are supported?
Aimdoc integrates with all Salesforce editions, including Professional, Enterprise, and Unlimited.
How quickly are leads synced to Salesforce?
Leads are synced in real-time as soon as they're captured by your Aimdoc AI agent.
Can I control which leads are sent to Salesforce?
Yes, you can set up filtering rules in the integration settings to determine which leads are automatically synced to Salesforce based on criteria you define.
Need Help?
If you encounter any issues with your Salesforce integration, please contact our support team at support@aimdoc.ai.