Salesforce · CRM · Updated Oct 2026
Voksha + Salesforce
Let your AI receptionist add every caller's details to Salesforce, so you stop copying notes from voicemails and sticky notes.
What is an AI receptionist with Salesforce?
Voksha answers your business line on the first ring, asks your questions and takes down the caller's details. Once Voksha support has connected your Salesforce account, Voksha adds new callers as Leads, adds the call summary to the matching Lead or Contact, and notes any follow-up the caller asked for. The Salesforce connection is available on Premium and Enterprise.
Plans and setup: Integrations are included on the Premium and Enterprise plans (not Starter). Salesforce is set up with Voksha support.
How It Works
Voksha + Salesforce Together.
What happens on a call once Salesforce is connected (Premium and Enterprise plans).
New Callers Become Leads
When a first-time caller reaches your AI receptionist, Voksha creates a Lead in Salesforce with the caller's name, phone number, email (if they give it) and a short summary of what they need.
Call Summaries on the Record
After each call, Voksha sends the call summary to the matching Lead or Contact in Salesforce, so whoever calls back can see what was said.
Returning Caller Context
Voksha checks the details it can see in Salesforce for the caller's number, so a returning customer's call is added to their existing record instead of creating a duplicate.
Follow-Up Requests
If a caller asks for a callback or a meeting, Voksha notes the request and the times that suit them on the Salesforce record, and alerts you by email or SMS so you can follow up.
Benefits of Voksha + Salesforce.
Less Manual Data Entry
You no longer have to type up call notes or create lead records by hand. Voksha captures the details while you get on with the job.
Faster Follow-Up
New enquiries show up in Salesforce with the caller's details and the reason for the call, so you can get back to them sooner.
A Fuller Picture of Phone Enquiries
Because calls are logged alongside your other leads, your Salesforce reports show how much business is coming in by phone.
Every Call Answered
Voksha answers on the first ring and responds in under 200 ms, day and night, so callers reach a friendly receptionist instead of voicemail.
Real-World Use Cases.
Small Accounting Practice
A three-person accounting office uses Salesforce to track clients. During tax season Voksha answers the overflow, asks what each caller needs, creates a Lead or adds a note to the existing Contact, and the accountants call back in order of urgency.
Independent Insurance Agency
A family-run insurance agency gets quote calls after hours. Voksha takes each caller's details and coverage questions, adds them to Salesforce, and the agents start the next morning with a ready list of people to call.
Local Commercial Cleaning Company
A cleaning company that serves offices around town keeps its accounts in Salesforce. Voksha answers client calls, adds the call summary to the right Account, and transfers urgent requests to the owner.
Setup
How to Connect Voksha
to Salesforce.
Voksha is live in under 5 minutes by forwarding your existing number, and Voksha support sets up the Salesforce connection with you. Here is the full sequence.
Ask Voksha support to connect Salesforce
On the Premium or Enterprise plan, contact Voksha support and they will connect your Salesforce account.
Choose what gets saved
Tell support which details you want on new Leads and where call summaries should go.
Forward your number
Forward your existing business number to Voksha. Voksha can be answering calls in under 5 minutes.
Voksha connects to Salesforce through its API, so editions that include API access (such as Professional with API access, Enterprise and Unlimited) can be connected. Voksha support sets up the connection for you. The Salesforce connection is available on Voksha Premium and Enterprise.
Yes. When Voksha support sets up the connection, you can tell them which fields should hold the details your AI receptionist collects, including the answers to your own intake questions.
Voksha creates standard Salesforce records, so automations you have already built in Salesforce that run on new Leads or updated records will generally run as they normally do.
Salesforce is a CRM rather than a booking calendar. Voksha records the caller's request and preferred times on the Salesforce record so your team can confirm. If you want Voksha to book appointments directly on Premium, connect a calendar such as Google Calendar or Microsoft Outlook from your Voksha dashboard.
Pair Salesforce with the right Voksha setup
Industries that use this
Activate the
Salesforce Integration.
Available on the Premium and Enterprise plans. Voksha support sets up the Salesforce connection with you.