Integrate your business phone system with Salesforce using Callably's AI-powered CRM. Every call is transcribed, scored, and managed as a lead — then AI-enriched data flows to Salesforce automatically.
Salesforce is the world's leading CRM platform providing sales, service, marketing, and commerce solutions trusted by businesses of all sizes across every industry.
Callably's AI processes every interaction and sends enriched data to Salesforce:
Get AI-enriched call data flowing into Salesforce in under 10 minutes — no coding required.
Sign up at callably.co — no credit card required.
In Callably Settings → Phone Provider, connect RingCentral, OpenPhone, Twilio, or any supported system.
In Salesforce, create a Connected App or use a Salesforce Flow with an HTTP Callout action to capture incoming webhook data. Note the endpoint URL.
In Callably Settings → CRM Webhook, enter your Salesforce endpoint and choose which enriched data to include with each event payload.
Make a test call. Callably will push the AI-transcribed call record, lead score, and contact details to Salesforce automatically within seconds.
Select your phone provider to see the specific integration setup.
Sync Google Voice calls and SMS to Salesforce automatically.
Sync Community Phone calls and SMS to Salesforce automatically.
AI-powered lead management, appointment scheduling, drip sequences, and team analytics — all from your phone system. Set up in minutes.