Every Inbound Call, Instantly in Salesforce
Marlie AI answers your phones, qualifies callers, and pushes contacts, activities, and opportunities straight into Salesforce — no rep-level data entry, no lead slipping through the cracks.
Enterprise AI receptionist, wired into your Salesforce org
Sales teams invest heavily in Salesforce but still lose calls between voicemail and the CRM. By the time a rep manually logs the call, the lead has cooled, the context is gone, and attribution is a mess.
Marlie AI plugs directly into Salesforce. Every call is answered, qualified, and transcribed; matching contacts and accounts are looked up; and a new Lead, Task, or Opportunity is created in real time with the full call summary attached. Your reps wake up to pipeline — not a pile of voicemails.
Also useful: CRM and Zapier integrations.
What You Get with Marlie + Salesforce
Everything you need to connect your phone calls with Salesforce — fully automated, zero manual work.
Auto-Create Leads & Contacts
New callers land in Salesforce as Leads or Contacts with name, phone, email, and a full call summary — zero manual entry.
Call Activity Logging
Every call is logged as a Task or Event on the matching record, with transcript, outcome, and recording link attached.
Opportunity Creation
Qualified buyers automatically generate Opportunities in the right stage based on call intent and your routing rules.
Account Matching
Callers are matched to existing Accounts by phone or domain so reps keep full history — no duplicates, no lost context.
Custom Field Mapping
Map any piece of call data — service type, urgency, campaign source — to any standard or custom Salesforce field.
Real-Time Sync
Records appear in Salesforce within seconds of the call ending — no batch jobs, no integration lag.
How It Works
Get up and running with Salesforce in minutes — no coding required.
Connect Salesforce
Authenticate your Salesforce org from the Marlie dashboard using OAuth — works with Sales Cloud, Service Cloud, and custom orgs.
Configure Mapping
Pick which call fields map to which Salesforce objects and fields, set routing rules, and decide when to create Leads vs. Opportunities.
Marlie Answers & Qualifies
Inbound calls are answered, qualified, and transcribed in real time. Marlie matches the caller to existing Salesforce records where possible.
Salesforce Updates Instantly
Leads, Tasks, and Opportunities show up in Salesforce immediately — with full transcripts and summaries your reps can act on.
Built for Real Scenarios
See how businesses use Marlie + Salesforce to capture more leads and streamline operations.
Inbound Sales at Scale
A prospect calls your sales line after hours asking for a quote. No rep is available.
Marlie qualifies the caller, creates a Lead in Salesforce with budget and timeline captured, and assigns it to the right queue for morning follow-up.
Field Service Dispatch
An existing customer calls about a repair. They match an Account in Salesforce.
Marlie opens a Case on the Account, logs the call, and notifies the service team — all without a human receptionist.
Marketing Attribution
A paid campaign drives phone calls. Without tracking, attribution breaks at the call.
Marlie captures UTM and campaign data on the call, populates it on the Lead, and gives marketing clean ROI reporting in Salesforce dashboards.
Frequently Asked Questions
Common questions about the Marlie AI + Salesforce integration.
Which Salesforce editions are supported?
Do I need a Salesforce admin to set this up?
Will Marlie create duplicate records in Salesforce?
Can Marlie update custom objects?
Are call recordings stored in Salesforce?
How fast do records appear in Salesforce?
Related Integrations
Marlie AI connects with more than just Salesforce. Here are a few closely related tools, or browse the full integrations catalog.
Ready to connect Marlie AI with Salesforce?
Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.
What Our Customers Say
“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”
“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”
“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”
“Marlie has become an essential part of our customer service strategy across all our places.”
“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”
Get set up in minutes
Create your receptionist in 15 minutes and start receiving calls immediately. Try it for 2 weeks risk-free with our money-back guarantee.
