Your AI Agent Runs Salesforce in the Chat

Capture leads, update deals, and look up records inside the chat. Boei's agentic AI calls the Salesforce API on the fly and works across web chat, WhatsApp, email, and SMS.
✓Lead capture + tagging✓Update deals + records✓You pick which actions are on
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Salesforce Capabilities

What Your AI Agent Can Do With Salesforce

Boei's agentic AI calls the Salesforce API directly during conversations. No marketplace, no glue code. The agent figures out the right call, runs it live, and replies in the chat.

Capture a new lead

The agent collects qualifying info, then creates a contact and deal in Salesforce with the full chat transcript attached.

I'm interested in your enterprise plan
Got it. I've added you to Salesforce as 'Enterprise interest' and our sales team will reach out today.

Look up an existing record

Returning customers ask for status, the agent fetches the record from Salesforce and replies with the answer.

What's the status of my account?
Looking it up in Salesforce... your account is active, last renewal was on Jan 15. Anything else?

Move a deal to the next stage

After verifying who's chatting, the agent updates deal stage, owner, or amount in Salesforce from the conversation.

We're ready to sign, can you move us forward?
Done. I've moved your deal to 'Negotiation' in Salesforce and pinged your account exec.

Tag and segment leads

The agent applies the right tags or list memberships in Salesforce based on what the visitor says, so segmentation happens in real time.

I'm just researching for now
No problem. I've tagged you 'Researching' in Salesforce so we send you the right resources, not pushy emails.

Need something else? Tell the AI in plain English. The agent figures out the right Salesforce API call and runs it live.

Your AI Gatekeeper for Salesforce

Most chatbots dump raw conversations into your CRM. Boei does something different. Its AI agent asks the right qualifying questions during the conversation, things like budget range, team size, timeline, and use case. By the time a lead reaches Salesforce, your reps already know whether it is worth a call.

The connection works through webhooks. When Boei's AI agent finishes qualifying a visitor, it fires a webhook to Salesforce (directly or via Zapier) with structured data: contact details, BANT qualification score, conversation transcript, and any custom fields you define. Your Salesforce admin maps those fields once, and every future lead flows in automatically.

This means your sales team stops sorting through junk leads. They open Salesforce in the morning and see a pipeline of visitors who already told the AI what they need, what they can spend, and when they want to start.

From Website Visitor to Salesforce Lead

Qualified, enriched, and ready for follow-up

1

AI Qualifies the Visitor

A visitor lands on your site and starts chatting. Boei's AI agent asks qualifying questions based on your criteria: budget, authority, need, and timeline.
2

Data Gets Structured

The AI extracts contact info, company details, and qualification answers into structured fields. No manual cleanup needed.
3

Webhook Sends to Salesforce

A webhook fires the enriched lead data to Salesforce. New leads, contacts, and opportunities are created automatically.
4

Rep Picks Up a Warm Lead

Your sales rep opens Salesforce and sees a fully qualified lead with conversation context. They call, they close.

What Teams Actually Do With This

Enterprise Lead Qualification

Visitor asks about enterprise pricing. The AI asks about company size, use case, and timeline. If they match your ICP, an opportunity is created in Salesforce with an 'Enterprise' tag and estimated deal value.

Account-Based Lead Routing

When the AI identifies a visitor from a target account, the webhook includes account matching data so Salesforce assignment rules route it to the right rep instantly.

Contact Enrichment From Chat

A returning visitor chats again. Boei sends updated info via webhook, and Salesforce merges it with the existing contact record. Your data stays fresh without manual updates.

Activity Logging for Full Context

Every chat conversation summary is logged as a Salesforce activity. When a rep opens a contact, they see the complete history of what the visitor asked about.

Pipeline Creation From Product Pages

Visitor browses your pricing page, asks the chatbot about annual discounts. The AI captures their budget and creates a Salesforce opportunity attached to the right product line.

Multi-Channel Lead Capture

Whether someone reaches out via WhatsApp, website chat, or email, Boei qualifies them through the same AI flow and sends the same structured data to Salesforce.

What Gets Sent to Salesforce

Contact Details

Name, email, phone, company name, and job title as captured by the AI during conversation.

Qualification Data

Budget range, timeline, decision-making authority, and specific needs identified through AI questioning.

Conversation Summary

AI-generated summary of the chat, key topics discussed, and any specific product interests mentioned.

Source Information

Page URL where the chat started, channel used (WhatsApp, web chat, email), and UTM parameters.

Deal Value

Estimated opportunity amount based on what the visitor shared about their budget and needs.

Custom Fields

Any custom data points your AI agent collects, mapped to Salesforce custom fields via webhook configuration.

Frequently Asked Questions

Is this a native Salesforce integration?

The connection works through webhooks, either directly to Salesforce's REST API or through a middleware like Zapier. This gives you full control over field mapping and which Salesforce objects get created.

Does it work with Salesforce Essentials?

Yes. Any Salesforce edition that supports the REST API or incoming webhooks works. That includes Essentials, Professional, Enterprise, and Unlimited.

Which Boei plan do I need for the Salesforce webhook?

Webhook integrations require the Boei Growth plan at $49/month (annual). This includes 3 chatbots, 7,000 AI credits, and API access.

Can the AI ask different qualifying questions for different pages?

Yes. You can configure different AI agent behaviors per chatbot. Visitors on your enterprise page get one set of qualifying questions, while visitors on your SMB page get another.

Will it create duplicate leads in Salesforce?

That depends on your Salesforce duplicate rules. Boei sends the data via webhook, and Salesforce's built-in duplicate management handles matching. You can also add deduplication logic in Zapier if you use that route.

Can I trigger Salesforce flows from chat data?

Yes. The webhook payload can trigger Salesforce Flow or Process Builder automations. For example, auto-assign leads based on the qualification score the AI provided.

Stop Letting Unqualified Leads Waste Your Reps' Time

Let Boei's AI qualify visitors before they ever reach Salesforce. Your team focuses on closing, not sorting.

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