Connect Salesforce to ElevenLabs Conversational AI Voice Agents
Real-time CRM integration that transforms customer data into intelligent voice conversations with enterprise-grade reliability
Setup time
10-15mins
Difficulty
Intermediate
Category
CRM
Type
API
Let your AI Voice Agents Access Real-Time Customer Context with Salesforce
Transform your conversational AI platform with deep Salesforce integration that enables your voice agents to query, update, and create CRM records in real-time during customer interactions. This integration empowers your AI agents with complete customer context, enabling personalized responses while automatically logging conversation outcomes back to your CRM.
Key Integration Benefits:
- Real-time data access during live conversations for contextual responses
- Automated case management with conversation transcripts and summaries
- Zero-latency CRM queries that don't interrupt conversation flow
- Enterprise security with OAuth authentication and end-to-end encryption
- No-code deployment ready in hours, not weeks
- Multilingual support across global customer bases
Your voice agents can instantly access customer history, open cases, account details, and past interactions while simultaneously creating new records and updating existing data - all within the natural flow of conversation.
Features
Integrations features
Powerful capabilities that enhance your AI voice agents with intelligent CRM connectivity
Installation
Installation guides
Get your Salesforce integration running quickly with our developer-focused setup process
Step 1: Salesforce Connected App Setup
1. Navigate to Setup > App Manager in Salesforce
2. Create New Connected App with OAuth settings
3. Configure OAuth scopes: api, refresh_token, offline_access
4. Set callback URL for ElevenLabs integration
5. Note Client ID and Client Secret for agent configuration
Step 2: ElevenLabs Agent Configuration
1. Access ElevenLabs console and create new Conversational AI agent
2. Create a new workspace auth connection
3. Enter Salesforce Token URL, Client ID, and Client Secret, required scopes and any extra parameters
4. Save the new workspace auth connection
5. Create webhook tools that call salesforce and select the salesforce connection in the Authentication options
Authentication Setup
- OAuth 2.0 flow
- Secure credential storage in ElevenLabs platform
Troubleshooting
Troubleshooting & support
Common issues, solutions, and resources for maintaining optimal integration performance
