CRM

Callplane + Salesforce

Voice AI agents that read and write the Salesforce object graph.

Salesforce-aligned organizations need voice AI that doesn't fork the source of truth. Callplane integrates with Salesforce via the standard REST + Streaming APIs: the agent can be triggered from a Process Builder / Flow, look up custom fields at call time, and post the transcript and structured outcome back to the originating record.

Why connect Salesforce to Callplane?

A voice AI assistant is only useful when it can connect to the rest of your stack. The Salesforce integration helps Callplane fit into the systems your team already uses for calling, transcription, reasoning, speech, routing, or customer data. That means the assistant can move from a demo into a production workflow without forcing you to replace your existing tools.

Callplane keeps the integration flexible. You can run one assistant with Salesforce, pair it with other providers for a full voice pipeline, and change providers later if your cost, latency, coverage, or quality requirements change. This is especially useful for teams that need different settings per assistant, region, campaign, or customer segment.

The result is a voice agent that is easier to operate: fewer hard-coded assumptions, clearer provider boundaries, and a pricing model that separates Callplane's platform fee from the third-party services you already trust.

What you get with Callplane + Salesforce

Trigger outbound calls from Salesforce Flow, Process Builder, or Apex
Real-time field lookup during the call (Account, Contact, Opportunity, Case)
Transcript, summary, and structured outcome posted to a related Voice Call object
OAuth-based connection with Salesforce Connected App — no shared passwords
Sandbox + Production environments supported for safe rollouts

When to choose Salesforce

Choose this integration when Salesforce is your system of record and you cannot tolerate data drift. Pair with Service Cloud for inbound case-handling, with Sales Cloud for outbound lead follow-up. If you're not on Salesforce, see HubSpot or Pipedrive.

How to configure

# In Callplane dashboard:
# Integrations -> Add CRM -> Salesforce
# Click "Connect to Salesforce" -> OAuth flow with your Connected App.

# In Salesforce:
# Setup -> App Manager -> New Connected App
# Enable OAuth, scopes: api, refresh_token, offline_access
# Callback URL: https://api.callplane.ai/oauth/salesforce/callback

For full setup, see the docs.

Pricing

Callplane: $0.03/min platform fee + provider passthrough. Salesforce: your existing Salesforce edition. The Callplane integration runs entirely on standard API quotas — no AppExchange purchase or Service Cloud Voice license required.

Pairs well with

Telephony

Twilio

The default Callplane telephony stack — proven, global, programmable.

LLM

OpenAI Realtime

Speech-to-speech in a single model — when you need it.

STT

Azure AI Speech

Enterprise STT/TTS for Microsoft-aligned deployments.

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