Salesforce AI voice agent integration.
Phone outcomes on your Salesforce records.
Kallix and Salesforce share
- Calls start from Salesforce
- Results back on the record
- Custom fields and objects
- Warm handover to sales
Connects through webhooks, REST API, Zapier or Make
What Kallix and Salesforce do together.
- Calls start from Salesforce
- A Salesforce Flow, Apex code, or a Zapier or Make step sends leads and contacts to the Kallix API, with the details the agent needs as variables.
- Results back on the record
- When a call is analysed, a signed webhook delivers the outcome, fields, sentiment and transcript for you to write to the matching Salesforce record.
- Custom fields and objects
- Send each captured answer to any field you choose, custom fields and objects included. The mapping lives in your Flow, scenario or code.
- Warm handover to sales
- Ready buyers are transferred to your sales team on the same call, and the transcript on the record shows what came before.
Jobs it helps with.
- Qualify inbound leadsCall every new Salesforce lead inside your calling window, capture the answers your team needs and update the lead status.Use case
- Renewal calls from opportunitiesCall customers whose policy, plan or contract is due, and record who renews, who wants a callback and who is leaving.Use case
- Phone support logged as casesAnswer support calls with an AI voice agent and send each conversation to Salesforce as a new case or an update.Use case
Connect Salesforce. In 4 steps.
- 1
Build and test your agent
Create the agent in the studio, then run test calls and a test suite of scenarios before any customer is called.
- 2
Start calls from Salesforce
Your Salesforce admin calls the Kallix API from a Flow or Apex, or you set up a Zapier or Make step, to send records into a campaign.
- 3
Receive call results
Add your endpoint for Kallix's signed webhooks and send a sample event with the test button.
- 4
Map, then try a sandbox
Map the outcome and fields to Salesforce fields, run it against a sandbox org, then repeat the setup for production.
Building something custom? Read about webhooks and the REST API.
Questions, answered.
More on the FAQ page, or write to us.
Through signed webhooks and the REST API. Your admin or developer wires them to Salesforce with Flow or Apex, or you use Zapier or Make without code. There's no AppExchange package to install.
Kallix isn't part of Agentforce, Salesforce's own AI agent platform, and doesn't run inside it. It sends phone call results to the same Salesforce records your Agentforce agents and your team already use, so each conversation sits in one place.
Yes. You control the connection, so point it at a sandbox org while you test, then switch to production. Kallix test calls and test suites let you check the agent itself before a customer hears it.
Yes. You decide where each captured field is written, so custom fields and objects work like standard ones.
Kallix sends webhooks when a call starts, ends and is analysed. Write to Salesforce on the analysed event, once the outcome and captured fields are ready.
Webhooks and the REST API come with every Kallix account. Calls are ₹4.80 a minute, all in, and you get ₹500 in free credits when you sign up. Zapier, Make and Salesforce bill for their own plans.
More in CRM.
Put an agent on the line.
Hear it call you today.
₹500 in free credits when you sign up. ₹4.80 a minute after that.