Salesforce
Salesforce is only as good as what gets typed into it, and phone calls are the thing that does not get typed into it. The call happens, the record stays as it was, and the pipeline quietly stops describing the business.
MairyAI writes the call in. The contact or lead is created or updated, the outcome is attached in plain English, and the next step is recorded — after the call has ended, so the caller never waits on a CRM.
Your Voice Agent in conversation — answering calls, working with connected systems and booking appointments.
Sample call
What reaches the record
Three things, on every call, with nobody typing them in afterwards.
The contact or lead, matched where it exists and created where it does not, carrying the number the caller gave and the name they used.
A plain-English outcome written for a person: what the caller wanted, what was agreed, what happens next. Not a transcript somebody has to read to find out.
The next step recorded against the record, so a follow-up is in the system rather than in somebody's head.
When something goes wrong
An integration is judged on its worst day.
A write that can succeed later is retried. One that cannot — a missing permission, a field that is not there — is flagged at once rather than retried into silence.
Every outcome is in your MairyAI dashboard whether or not Salesforce accepted it. A broken connection is a sync to fix, never a call to recover.
Nothing is written while the caller is on the line. Your Voice Agent finishes the conversation, and the update goes out afterwards, so a slow or unavailable system can never leave a caller listening to silence.
Connecting it
No engineer, no sandbox, no project.
Connecting is an OAuth screen and a confirmation. No API key to paste, no file to upload, and no engineer. Disconnecting removes our copy of the token from the same screen.
Connection status and a clear activity record sit on the page that made the connection, so you can see it working rather than infer it from nothing having gone wrong.
Each customer's access is their own, and one workspace's connection can never read or write another's. With a CRM full of customer data, that is the first question worth asking.
Common questions
The contact or lead, created or updated, with a clear outcome of the call attached and the agreed next step recorded. Your team opens a record that already knows what the call was about.
Nothing is written while the caller is on the line. Your Voice Agent finishes the conversation, and the update goes out afterwards, so a slow or unavailable system can never leave a caller listening to silence.
No. A CRM issue is designed never to interrupt a live call. The conversation happens first and the write happens after, so an unreachable Salesforce costs you a sync and never a caller.
No. Repeat callers are matched rather than re-created, and duplicate call and event updates are prevented by design.
It is retried where retrying can help and flagged at once where it cannot. The outcome is in your MairyAI dashboard regardless, so nothing is lost while a permission is sorted out.
The connection uses the standard API, which Salesforce makes available on the editions that include API access. The connection page tells you when a scope you need was not granted, rather than failing quietly on the first call.
No. Call content is used to deliver the service and never to train AI models, and what we hold is deleted on the retention schedule published on our security page.
Yes. Forward the number your customers already know, or start on a new business number that we set up with you. Nothing about your existing phone system has to change.
Keep reading
A practical place to start
Talk to us, hear your Voice Agent on a sample call, or start your 14-day free trial on a real business number.