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CRM · Salesforce integration

ResolveX + SalesforceAI that works inside Salesforce.

Sync qualified leads and conversation context into Salesforce automatically.

$15 per agent seat · 50 AI resolutions included · no sales call needed

Why teams choose ResolveX for salesforce integration

Connect in one click

Authorise Salesforce with secure OAuth from the Integrations page. ResolveX never asks for your Salesforce password.

You choose what AI can do

Pick the Salesforce actions each AI employee may use. Anything sensitive can require approval first.

Works on every channel

The same Salesforce actions are available whether the request came from chat, email, phone or a schedule.

Every action logged

Each Salesforce action appears in the AI employee’s run history and the audit log.

Other crm integrations

How to get started

  1. 1Open Integrations in ResolveX and connect Salesforce.
  2. 2Assign the connection to the AI employees that need it.
  3. 3Set approval rules for sensitive actions.
  4. 4Test it in the live preview, then go live.

What it handles

  • Create leads and opportunities from conversations
  • Update records after calls and chats
  • Look up account details for support answers
  • Create tasks for account owners

Simple pricing, one plan

$15 per agent seat per month or $144 per year. 50 AI resolutions included, then $0.39 per completed resolution. Voice from $0.19 per minute. Collaborators are free.

See pricing

Frequently asked questions

Does ResolveX integrate with Salesforce?

Yes. Salesforce is one of 40+ apps you can connect to ResolveX. AI employees can create leads and opportunities from conversations and update records after calls and chats.

Is the Salesforce integration included in the price?

Yes. Integrations are included in every $15 agent seat. Usage is billed only as AI resolutions ($0.39 after 50 included each month).

Can I control what the AI does in Salesforce?

Yes. You choose the allowed actions per AI employee, set spend limits and confidence thresholds, and require approval for anything sensitive.

Try ResolveX free for 7 days.

Set up in an afternoon. Cancel any time before the trial ends.

Start free trial