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.
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?
Other Integrations
Marlie AI connects with more than just Salesforce. Explore our other integrations.
HubSpot
CRM
Housecall Pro
Field Service
Jobber
Field Service CRM
Google Voice
Phone
OpenPhone
Phone Connectivity
Gmail
Outlook
Google Calendar
Calendar
Calendly
Calendar
Slack
Notifications
Microsoft Teams
Notifications
Discord
Notifications
Telegram
Notifications
Notifications
ServiceTitan
CRM & Data
Google Sheets
CRM & Data
Microsoft Excel
CRM & Data
Shopmonkey
CRM & Data
Buildium
CRM & Data
Shopify
CRM & Data
Zapier
Automation
Stripe
Payments
Square
Payments
Square Appointments
Payments
Pipedrive
CRM
Zoho CRM
CRM
Follow Up Boss
Real Estate CRM
Close
CRM
Dubsado
CRM
Circle
Community
HoneyBook
CRM
Keap
CRM & Automation
kvCore
Real Estate CRM
17hats
Creative Business CRM
AccuLynx
Field Service CRM
Act!
CRM
Actionstep
Legal CRM
Affinity
CRM
AFrame
Creative Business CRM
AgencyZoom
Insurance CRM
AgentLocator
Real Estate CRM
Agile CRM
CRM
Arbox
Fitness & Studio CRM
Assembly
CRM
Attio
CRM
Autotask
Field Service CRM
Axonaut
Business Management
Bark
Lead Generation
Beacon
Credit Repair CRM
Bigin by Zoho CRM
CRM
Bitrix24
CRM
BONZO
CRM
BoomTown
Real Estate CRM
Booqable
Business Management
Brivity
Real Estate CRM
BrokerEngine
Mortgage CRM
Builder Prime
Field Service CRM
Bullhorn
Recruitment CRM
Capsule CRM
CRM
CASEpeer
Legal CRM
CINC
Real Estate CRM
Clientify
CRM
Clio
Legal CRM
Cloze
CRM
Compass
Real Estate CRM
ConnectWise Manage
Field Service CRM
Copper
CRM
Credit Repair Cloud
Credit Repair CRM
Curb Hero
Real Estate CRM
Daylite
CRM
DisputeFox
Credit Repair CRM
Dotloop
Real Estate CRM
DripJobs
Field Service CRM
EZLynx
Insurance CRM
FieldPulse
Field Service CRM
Finmo
Mortgage CRM
folk
CRM
Freshsales Classic
CRM
Freshsales Suite
CRM
Gong
Sales Intelligence
Gymdesk
Fitness & Studio CRM
GymMaster
Fitness & Studio CRM
Holded
Business Management
IDX Leads
Real Estate CRM
iHomefinder
Real Estate CRM
Insightly
CRM
Jackrabbit Class
Fitness & Studio CRM
JobAdder
Recruitment CRM
JobNimbus
Field Service CRM
Keystone Academic Solutions
Education CRM
Kommo
CRM
Keller Williams Command
Real Estate CRM
Lasso CRM
Homebuilder CRM
Lawmatics
Legal CRM
LeadSimple
Lead Generation
LeadSquared
CRM
Leap CRM
Field Service CRM
Less Annoying CRM
CRM
Levitate
Customer Communications
Little Green Light
Community & Nonprofit CRM
Lofty
Real Estate CRM
Luxury Presence
Real Estate CRM
MaidCentral
Field Service CRM
Markate
Field Service CRM
MarketSharp
Field Service CRM
Meet Alfred
Customer Communications
Method CRM
CRM
Microsoft Dynamics 365
CRM
mloflo
Mortgage CRM
MOCO
Business Management
Mojo
Customer Communications
Moxie
Customer Communications
My Music Staff
Creative Business CRM
myRealPage
Real Estate CRM
NationBuilder
Community & Nonprofit CRM
NeonCRM
Community & Nonprofit CRM
NetHunt CRM
CRM
NetSuite
Business Management
noCRM.io
CRM
Nutshell
CRM
Odoo CRM
Business Management
Odoo ERP Self Hosted
Business Management
OfficeRnD
Coworking CRM
OnePageCRM
CRM
OrbisX
Field Service CRM
Outseta
Community & Nonprofit CRM
Pipeline CRM
CRM
PracticePanther
Legal CRM
PropertyRadar
Lead Generation
PushPress
Fitness & Studio CRM
Ramsey Pro Portal
Real Estate CRM
Real Geeks
Real Estate CRM
RealScout
Real Estate CRM
Recruit CRM
Recruitment CRM
Redtail CRM
Wealth Management CRM
RepairShopr
Field Service CRM
REsimpli
Lead Generation
respond.io
Customer Communications
Rex
Real Estate CRM
Salesmate
CRM
ServiceM8
Field Service CRM
Sierra Interactive
Real Estate CRM
Spark Membership
Fitness & Studio CRM
Streak
CRM
Studio Pro
Creative Business CRM
SugarAI
CRM
Superchat
Customer Communications
Syncro
Field Service CRM
Teamleader Focus
Business Management
Thryv
CRM
Time To Pet
Pet Care CRM
Tint Wiz
Field Service CRM
Urable
Auto Detailing CRM
vcita
CRM
Virtuous
Community & Nonprofit CRM
Vitally
CRM
VSCO Workspace
Creative Business CRM
Wealthbox
Wealth Management CRM
WellnessLiving
Fitness & Studio CRM
WhatConverts
Lead Generation
Wise Agent
Real Estate CRM
Wodify Core
Fitness & Studio CRM
Zendesk Sell
CRM
Zillow Tech Connect
Lead Generation
Ready to connect Marlie AI with Salesforce?
Start your free trial today. Set up in minutes, no credit card required.
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.
