Salesforce
Create Salesforce leads and support cases from a live call.
The Salesforce connector lets your voice agents create CRM leads and support cases directly from a conversation, using your organization's own Salesforce org.
Connect it
- Go to /connectors and click Connect on Salesforce.
- Talkr shows you a redirect URI — register it in your Salesforce Connected App.
- Enter your Connected App's Client ID (Consumer Key) and Client Secret (Consumer Secret), then click Save & Authorize.
- You're redirected to Salesforce's login/consent screen. Approve access, and you're returned to Talkr connected.
You need your own Salesforce Connected App — Talkr does not provide a shared app. Salesforce also returns an org-specific instance URL as part of authorization, so calls are automatically routed to your org's own Salesforce instance.
Actions
| Action | Description | Parameters |
|---|---|---|
create_lead | Create a Salesforce lead. | last_name (required), company (required), email, phone |
create_case | Create a Salesforce support case. | subject (required), description, contact_email |
Attach these to a workflow node like any other tool — see Tools for how tool attachment and invocation work.
Example
A support agent collects the caller's issue and, if it can't be resolved on the call, invokes create_case with a subject and description so a human rep can follow up — while a sales agent calls create_lead after qualifying a new prospect.