Overview

Aimdoc's Salesforce integration helps your team keep lead and conversation data aligned across Aimdoc and Salesforce. Depending on your configuration, Aimdoc can sync Leads, Contacts, and Accounts, keep the conversation transcript updated in Salesforce, and show the linked Salesforce records back inside Aimdoc for quick review and follow-up.

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

Features

• Lead sync: Create or update Salesforce Leads from Aimdoc conversations.
• Contact sync (Convert): Create or update Salesforce Contacts on the Convert plan.
• Account sync (Convert): Match or create Accounts using the lead's email domain and your configured Account match field.
• Continuously updated transcript: Keep the Salesforce note current with the latest conversation transcript and session context.
• Per-object field mapping: Map Aimdoc fields and qualification data separately for Leads, Contacts, and Accounts.
• Linked record visibility in Aimdoc: Open the synced Salesforce Lead, Contact, or Account directly from the Lead sheet, Contact sheet, or Contact full view.

How Sync Works

Salesforce sync is flexible enough to match different CRM workflows.

• If you only want a simple setup, Aimdoc can sync to the Salesforce Lead object.
• If your process uses existing Contacts and Accounts, Aimdoc can also sync those objects when your plan supports it.
• When multiple Salesforce objects are enabled, Aimdoc handles the relationship flow in a practical order so the right linked records are available during sync: Account, then Contact, then Lead.

This gives RevOps and sales teams the ability to decide whether Aimdoc should support a lead-first process, a contact-based process, or a broader account-based workflow.

Continuously Updated Transcript

Aimdoc keeps the Salesforce note updated with the conversation transcript so reps can review the running conversation record directly inside Salesforce.

• Reps can see the evolving conversation context without switching back and forth between systems.
• The note provides a reliable handoff record for SDRs, AEs, and customer-facing teams.
• The synced record also includes the related session context so teams can jump into the full conversation when needed.

Field Mapping And Ongoing Updates

Salesforce field mapping is configured in the Actions tab of each agent. This lets you define exactly how Aimdoc data should land in Salesforce.

• Configure separate mappings for Lead, Contact, and Account objects.
• Set default values per object so records follow your Salesforce process and required conventions.
• Map standard lead fields, qualification answers, and Data Capture fields into the right Salesforce fields.
• Keep mapped Salesforce fields updated as the Aimdoc lead record becomes more complete over the course of the conversation.

This is particularly useful when the conversation begins with a small amount of contact information and becomes more qualified over time. Aimdoc can continue updating the Salesforce record so your team works from the latest version of the lead.

Matching And Object Behavior

Aimdoc supports matching behavior that helps Salesforce stay organized instead of creating disconnected records.

• Lead matching: Leads are matched by email when Aimdoc syncs to the Salesforce Lead object.
• Contact matching: Contacts are matched by email when Contact sync is enabled.
• Account matching: Accounts are matched using the domain from the lead's email address and the Account Match Field you configure.
• Contact-to-Account relationship: If Contact and Account sync are both enabled, Aimdoc can connect the Contact to the matched or created Account as part of the sync workflow.

This makes Salesforce easier to use for teams that care about both individual-level qualification and account-level ownership.

Where Synced Records Appear In Aimdoc

Once a record is synced, Aimdoc shows the linked Salesforce objects in the places your team already uses:

• Lead sheet: The CRM objects table can show linked Salesforce Lead, Contact, and Account records with direct links back to Salesforce.
• Contact sheet: Opening a contact from the contacts view shows the same linked Salesforce objects for quick access.
• Contact full view: The full contact page includes the CRM objects table so reps can confirm what synced and open the external record.

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:

Aimdoc will use these mappings to keep the selected Salesforce objects aligned with the latest lead information captured during the conversation.

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?

Aimdoc syncs Salesforce records as lead information is captured and updated so your team can work from current CRM data during follow-up.

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.

Does Salesforce get the conversation transcript too?

Yes. Aimdoc keeps the Salesforce note updated with the conversation transcript so reps can review conversation context directly inside the synced record.

Where can my team see synced Salesforce records in Aimdoc?

Your team can open linked Salesforce objects from the CRM objects table in the Lead sheet, the Contact sheet, and the Contact full view.

Need Help?

If you encounter any issues with your Salesforce integration, please contact our support team at support@aimdoc.ai.