Salesforce Integration

Overview

Aimdoc's Salesforce integration allows you to automatically sync data captured through your AI agent directly to your Salesforce CRM, keeping your pipeline continuously updated and giving your team full context for follow-ups.

By default, Aimdoc syncs to the Salesforce Lead object. On the Business plan, you can also sync to Contacts and Accounts.

Features

Lead sync: Create or update Leads (matched by email).
Contact sync (Business): Create or update Contacts (matched by email). If you also enable Account sync, Aimdoc will link the Contact to the matched/created Account unless you explicitly map AccountId.
Account sync (Business): Create or update Accounts using an email-domain match against a field you choose (for example, Website or a custom domain field).
Conversation context: Aimdoc attaches a note with a link back to the relevant session.
Custom field mapping: Map Aimdoc fields (from Data Capture) into Salesforce fields per object.

Contact and Account sync are available on the Business plan only. Previously, Aimdoc only supported syncing to the Salesforce Lead object.

Setup Instructions

Step 1: Connect Salesforce Account

Access the Integrations section in the Aimdoc dashboard, select Salesforce, and follow the authorization steps to connect your Salesforce account.

Step 2: Choose objects + configure field mapping

After connecting your Salesforce account, configure what should sync and how fields map:

Navigate to the agent you want to configure
Click Edit Agent to open the Agent Builder
Go to the Actions tab
Open Salesforce and select which objects you want to sync (Lead, and optionally Contact + Account on Business)
Map fields and set any default values for each selected object
If syncing Accounts, configure the Account Match Field (the field Aimdoc uses to match on the lead’s email domain)

Common Questions

Which Salesforce editions are supported?

Aimdoc integrates with all Salesforce editions, including Professional, Enterprise, and Unlimited.

How quickly are records synced to Salesforce?

Records are synced in real-time as soon as they're captured (or updated) by your Aimdoc AI agent.

How does Account matching work?

If you enable Account sync, Aimdoc extracts the domain from the lead’s email address and matches (or creates) an Account using your configured Account Match Field.

Can I control which records are sent to Salesforce?

Yes, you can set up filtering rules in the Actions tab to determine which leads/conversations trigger sync 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.