Salesforce
Look up, create, and update Salesforce leads and support cases from a live call.
The Salesforce connector lets your voice agents look up, create, and update 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 |
|---|---|---|
find_lead_by_phone | Look up an existing lead by phone number, to recognize a returning caller before creating a duplicate. | phone (required) |
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 |
update_case | Update an existing case's status or description. | case_id (required), status, description (at least one of the latter two required) |
find_lead_by_phone runs a SOQL exact match against the Lead's Phone field — it only finds a caller if their number is stored in the same format you search with.
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 — then later calls update_case to mark it resolved once the issue is fixed mid-call. A sales agent calls find_lead_by_phone at the start of the call to check for an existing lead before calling create_lead for a genuinely new prospect.