Integrate SalesAi with SalesForce (via Zapier)

Follow this Article to integrate your SalesForce account with SalesAi!

• Inbound - Send Contacts to SalesAi
  
  • Zapier Steps
  • Setting up a Workflow

• Outbound - Send Post Call Data back to HubSpot
  
  • Setting up the Zap
    
    • Building the CatchHook
    • Testing the CatchHook
    • Building the Zap Action

Inbound - Send contacts to SalesAi

Zapier Steps

• Create a Salesforce Trigger step for Updated Field on Record. Other triggers can be used depending on your desired Trigger!
  
• We now need to create a custom field on your desired record type (contact, lead, company, etc) to trigger that record to come into Zapier. Here is a SalesForce article on that process:
  Create a Custom Field in SalesForce
• Once the field has been created, make sure to select it in the Configuration page. You may also add a specific phrase to use if you don't want it to trigger on any change.
  

• Continue to the Test tab to capture a record to use. I recommend updating that field for a test contact to the list to use for this. Click Test
• Select the Record and click Continue
  

Creating the SalesAi Webhook

• It should pull up a window to search for the Action. Click on Webhooks. You can also click on the Action box to get here.
• Select POST for the Action Event and click Continue
  
• To find the URL, we will need to get into SalesAi
• Click on Settings -> Integrations -> Company Integrations. Then click Connect on the Webhook option.
  

• Add a Webhook Name and Lead Source to your new webhook. We recommend naming it based on your use case. Click Add Webhook
  
• Copy the Webhook URL
  
• Go back to Zapier and Paste that link into the URL section
  
• Change the Payload Type to json
  
• There are very specific field names needed for pushing data INTO SalesAi. We typically recommend sending over the first name, last name, email, and phone number for Integrations. Please type the field names exactly as they appear.
  

• Once this is done, be sure to name your Zap You can click the Untitled Zap at the top to rename.

 

SalesAi - Setting up a Workflow

• Verify the contact came through in SalesAi by navigating to the Contacts page
• Create a new Workflow for the inbound leads. Use the Contact Created Trigger and select the correct webhook. Click Create Trigger to finalize this.
  
  
• Add all of your Workflow Steps and click Publish at the top right. Here is a guide on Workflow creation if you want some help!
  AI Call Workflow Article
  
• Going forward, all incoming leads from HubSpot will be automatically enrolled in the Workflow!

Outbound - Send Post Call Data back to Salesforce

 

Post-Call Information We Push

These are all the data fields we can currently push out of SalesAi to your CRM/App via Webhooks.

• Contact Data: Information present on the Contact in SalesAi
• Call Direction: Ex. OUTBOUND
• Call Flow: Ex. PROMPT
• Call Status: Ex. SUCCESS
• Call Outcome: Ex. ANSWERED
• Call Summary: Summarizes the call Transcript
• Call Transcript
• Call Recording URL
• Call Duration

 

Setting up the Zap

The first step in pushing data out of SalesAi is to set up our Zap within Zapier. You can set this up and test it before upgrading the account, but you will need to upgrade it to publish the Zap.

Building the CatchHook

• Go to Zapier and click Create
  
  
• Click on Zaps
  
• Click on Trigger
  
• Select the Webhooks option
  
• Select CatchHook as the Trigger Event. Click Continue at the bottom right.
  
• You can click Continue again on this next page; there is no setup for it.
  
• Copy the CatchHook URL

 

 

Testing the CatchHook

• In another tab, go back into SalesAi and click on Ai Voice and then Agents
  
• Click on the TripleDots for the Agent. Click Edit
   
• Click Next until you get to the 3rd page. Scroll to the bottom and Paste the URL in the 3rd Party Webhook spot.
  
• Make sure to continue and click Update Agent at the end.
  
• For Inbound Agents, call the number and have a brief conversation with the Agent. You can hang up shortly, but avoid it immediately, as it can negatively impact your answering metrics with Twilio.
• For an Outbound Agent, add yourself as a contact to SalesAi and Manually Enroll yourself in a Workflow with that Agent. The Test Call function will not be suitable for testing this feature.
  You can enroll by clicking the Triple Dots on the Contact in the Contacts Page.
  
  Have a brief conversation with the Agent, and hang up.
• Go back into Zapier. Click Test Trigger
  
• You should see a Record A show up. Click that and Continue
  
  

 

 

Zapier to CRM Steps

• For the action, select Salesforce
  
  
• There are two options that would likely be the best for the Action Event
  • Update Record
    • Make sure to add custom fields in Salesforce to accommodate SalesAi data (Call Summary, Recording URL, Call Outcome, etc).
    • Now, you will map out the fields and values gathered from the Test Call. Click the Plus symbol on the right of the fields and map the correct contact data. You will need to utilize the Object ID you passed over to match the record!
    • Here is an example from a different CRM
      
      
    • It should look similar to this once you have completed the basic contact fields:
      
    • Create Note
      • Click the Plus symbol on the right of the fields and map the correct Call Outcome data. You will need to utilize the Object ID you passed over to match the note to a record!