Automatically sync leads and conversations to Salesforce CRM. Every chat interaction becomes actionable data in your sales pipeline.
Authorize AllAI to access your Salesforce organization via OAuth. Supports both Production and Sandbox environments.
Map chat data fields to Salesforce Lead, Contact, and Opportunity fields. Supports standard and custom fields.
Set up automation rules for when to create leads, update contacts, or log activities based on chat events.
Activate the integration and start syncing. All chat leads land directly in your Salesforce pipeline in real-time.
POST https://api.allai.ro/webhooks/salesforce/{YOUR_ORG_ID}
Yes! AllAI integrates seamlessly with both Salesforce Lightning and Classic editions. All features work identically across both interfaces.
Absolutely. The field mapping auto-detects all custom objects and fields in your Salesforce organization, allowing full flexibility in data mapping.
AllAI checks existing leads and contacts by email before creating new records. You can configure matching rules using phone, company name, or custom identifiers.
Yes. We use OAuth 2.0 for authentication, never store your Salesforce credentials, and all data is encrypted in transit and at rest. SOC 2 compliant.