CRM

Your Voice Genies + Salesforce

Help Genie captures caller intent, qualifies leads through natural conversation, and creates or updates Salesforce records in real-time.

Try It Free See How It Works

I'm speaking...

End Conversation

Synced to Salesforce

Data received

Phone, Link, QR, App

How It Works

From Conversation to Salesforce

Every step is automatic — whether your customer reaches your genie by phone, link, QR code, or mobile app.

Customer Connects

Via phone call, shared link, QR code, or your mobile app — your genie is always ready.

Help Genie Answers

AI voice genie greets the caller and understands their intent naturally.

Collects Details

Name, requirements, preferences — all gathered naturally through voice.

Synced to Salesforce

Data lands in Salesforce instantly. Zero human intervention.

What You Can Pass to Salesforce

Define what your genie collects — every field is fully customizable via the API

Contact Name

Company

Phone

Lead Source

Lead Score

Budget

Timeline

Notes

These are just examples.

Your genie's goals are fully configurable — collect any data you need and send it anywhere via our API. You decide what matters.

Workflows

4 Ways Genie Works With Salesforce

Full lifecycle management through natural voice conversation.

Lead Capture

New caller? Genie qualifies them through conversation, captures contact info and needs, then creates a Lead in Salesforce with full context.

Name Company Phone Email Budget Range Timeline

Contact Lookup

Returning caller identified by phone number. Genie pulls their Salesforce record, greets them by name, and has full context before they speak.

Phone Match Account Name Open Opportunities Last Activity

Opportunity Update

Caller mentions they're ready to move forward. Genie updates the opportunity stage, logs the conversation, and notifies the assigned rep.

Opportunity ID New Stage Notes Next Steps

Case Creation

Support call detected. Genie creates a Case with full conversation transcript, categorizes the issue, and routes to the right team.

Case Subject Priority Category Description Contact ID

Industries

Salesforce + Help Genie For Your Industry

See how businesses in your space use this integration every day.

Automotive

Dealership captures every showroom and phone inquiry as a lead

See Automotive genies

Manufacturing

Sales team gets qualified leads with specs before the first meeting

See Manufacturing genies

Travel & Hospitality

Group booking inquiries become opportunities with full trip details

See Travel & Hospitality genies

Industrial

Equipment inquiries logged with model numbers and quantities

See Industrial genies

Office Equipment

Copier and printer leads captured with fleet size and current vendor

See Office Equipment genies

Home Builders

New home inquiries tracked from first call through closing

See Home Builders genies

Developer-Friendly

Connect Via Webhook or REST API

Every completed conversation fires a webhook with structured data. Use our REST API to read conversations, manage data, and configure your genie — all typed with a TypeScript SDK.

Real-time webhooks on conversation completion
Structured JSON with all collected fields
TypeScript SDK with full type safety
Direct Salesforce API pass-through
Retry logic with exponential backoff

Explore the API View Docs

webhook-payload.json

// Help Genie webhook → your server → Salesforce
{
  "event": "conversation.completed",
  "data": {
    "intent": "new_lead",
    "collected_fields": {
      "customer_name": "James Rodriguez",
      "company": "Pacific Coast Motors",
      "email": "james@pcmotors.com",
      "phone": "+1 (555) 987-6543",
      "budget_range": "$50k-$75k",
      "timeline": "Next 30 days"
    },
    "salesforce_lead_created": true,
    "salesforce_lead_id": "00Q5e000003ABC"
  }
}