Integration · Salesforce

AI + Salesforce. Native AppExchange, enterprise-grade.

Vocito syncs every voice call, WhatsApp message and booking to Salesforce with AI-extracted MEDDIC/BANT fields. Native AppExchange app. SOC 2 + GDPR + Salesforce Security Review passed. From €299/mo.

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AppExchange native Security Review passed MEDDIC extraction

What the integration does

Six things Vocito + Salesforce do for you.

Salesforce is the enterprise CRM. Vocito feeds it AI-extracted intel from every customer touchpoint — without the typical SFDC adoption struggle.

Action	Without integration	With Vocito
Inbound lead to sales line	Manual Lead creation	Auto-creates Lead with full context
Post-call activity logging	Reps skip or do badly	Auto Activity with transcript + MEDDIC
Lead-to-opportunity conversion	Manual click + field update	AI suggests + AE confirms
Opportunity stage advance	Stale data, gut-feel updates	AI suggests based on call signals
Workflow Rule triggers on signals	Limited to manual fields	Triggers on AI-extracted intent
Einstein/AI Insights	Limited input data	Vocito enriches with call intel

How it works

Three things to know about Salesforce + Vocito.

Native AppExchange app, Security Review passed

Install from Salesforce AppExchange. OAuth-based, admin-friendly setup. Passed Salesforce Security Review (annual re-certification). Works with Sales Cloud, Service Cloud, Marketing Cloud. SOC 2 Type II + GDPR compliant.

MEDDIC + custom field extraction

AI extracts MEDDIC fields (Metrics, Economic buyer, Decision criteria, Decision process, Identify pain, Champion) from every call. Populates SFDC custom fields. Configurable to your sales methodology (BANT, SPICED, GAP, etc.). Enterprise-grade extraction accuracy.

Bi-directional + Process Builder triggers

Vocito events trigger SFDC Process Builder / Flow: 'AI flags churn' → CSM task + manager email. 'Demo booked' → AE assignment + prep workflow. SFDC field updates can also trigger Vocito actions (e.g., new account → schedule onboarding call).

Real numbers

"We had 120 reps on Salesforce Sales Cloud Enterprise. Adoption issue: 40-50% activity logging. Connected Vocito: 95% logging within 30 days. Plus pipeline accuracy +40%. Forecast meetings became data-driven instead of gut-feel."

RevOps Director · B2B SaaS, 250 employees

95%

SFDC adoption (was 45%)

+40%

pipeline accuracy

Frequently asked

Salesforce + Vocito — what teams ask

Which Salesforce edition?

All editions from Professional and above (Lightning Experience). Enterprise + Unlimited support full custom object + Process Builder integration. For Classic UI: limited support, recommend Lightning migration.

Custom objects + fields?

Yes. Vocito reads/writes standard objects (Lead, Contact, Account, Opportunity, Activity, Case) + your custom objects. Field mapping via admin UI. Vocito's events can update any field including custom ones.

Einstein integration?

Yes. Vocito's call transcripts feed Einstein Activity Capture if enabled. AI-extracted scores augment Einstein Lead Scoring. Einstein Bots can hand off to Vocito for voice escalation.

Sandbox + production deployment?

Standard. Install in sandbox, validate, deploy to production via SFDC change set or DevOps Center. We provide config migration scripts. Enterprise customers get dedicated implementation manager.

What about Salesforce Voice (call platform)?

Vocito + Salesforce Voice work together: Voice handles human-rep dialer; Vocito handles AI-front-line + after-hours. Both log to same SFDC contact. For replacing SF Voice entirely: Vocito enterprise tier supports this.

Native Salesforce AppExchange integration.

Install from AppExchange. Security Review passed. Enterprise-ready.

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Dedicated implementation · Security Review · Enterprise SLA