Kai sends every completed conversation straight to Salesforce automatically. When a customer calls, Kai gathers their information and creates a new lead with conversation transcript and recommended next steps.
Kai creates Salesforce leads and opportunities automatically with full conversation details. Works with custom objects and fields. Setup takes 5 minutes - enter your Salesforce API credentials and Kai starts sending leads immediately.
KaiCalls uses the Salesforce REST API with OAuth 2.0 authentication to create and update records in your org automatically after every call.
Connect your Salesforce org using secure OAuth 2.0 authentication. Kai requests only the permissions it needs to create and update records. Your admin approves the connected app once, and the integration stays connected.
Choose which Salesforce objects Kai should create - Leads, Contacts, Opportunities, Cases, or custom objects. Map conversation data to standard and custom fields so every record is populated exactly the way your sales team expects.
When a call ends, Kai sends the conversation data to Salesforce within seconds. A new Lead or Contact appears with the caller's name, phone, email, conversation transcript, lead score, and any custom data you configured.
Once the record exists in Salesforce, your existing workflows, process builders, assignment rules, and Flow automations run automatically. Leads get routed to the right rep, follow-up tasks are created, and pipeline stages update without manual effort.
Kai can populate any standard or custom field on Lead, Contact, Opportunity, Case, or custom objects.
See how sales teams and service organizations use KaiCalls with Salesforce to close more deals.
A B2B software company uses KaiCalls to qualify inbound demo requests. When prospects call, Kai asks about company size, budget, timeline, and current tooling. After the call, a new Lead appears in Salesforce with qualification answers mapped to custom fields. Salesforce assignment rules route the Lead to the right account executive, and a follow-up Task is created automatically. The sales team sees fully qualified leads with complete context before making their first outreach.
An insurance agency receives hundreds of quote requests per week. KaiCalls answers every call, collects policy type, coverage needs, current carrier, and renewal date, then creates a Salesforce Opportunity with these details. The agency uses Salesforce Flows to automatically send a quote comparison email and schedule a follow-up call with the assigned agent. Conversion rates increased because no quote request goes unanswered, even after hours.
Yes. Kai can create records on any standard or custom object in your Salesforce org. During setup, you select the target object and map conversation fields to your custom fields. This works for industry-specific objects like Property__c in real estate or Policy__c in insurance, giving you full flexibility to match your existing data model.
Absolutely. Records created by Kai go through the same automation pipeline as manually created records. Your lead assignment rules, workflow rules, process builders, and Flow automations all fire normally. If you have a Flow that sends an email when a new Lead is created with a score above 80, it will trigger for Kai-created Leads just like any other.
Kai checks for existing records by phone number before creating new ones. If a matching Contact or Lead already exists, Kai updates the existing record with the latest call details instead of creating a duplicate. This works with Salesforce's native duplicate management rules, so your org stays clean and your reps see a complete history per contact.