CRM Integration
Connect EarlyBird AI with Salesforce
Pipe qualified calls, bookings, and follow-ups into Salesforce automatically so ops, sales, and service stay aligned.
Overview
EarlyBird keeps Salesforce accurate even when the phones never stop. We identify the caller, create or update the right record, and log conversational data so teams understand exactly what happened before they pick up the workflow.
Whether you run Sales Cloud or Service Cloud, transcripts, dispositions, and scheduling data land exactly where reps expect to see them.
What syncs automatically
- Lead or contact creation with caller enrichment and source tagging.
- Opportunity stage updates when calls advance, close, or cancel deals.
- Case notes and follow-up activities with SLA timers for support teams.
- Task creation with owners, due dates, and links back to call recordings.
- Campaign attribution for inbound calls tied to marketing programs.
Launch in minutes
- 1Authenticate with Salesforce using a connected app provisioned by your admin.
- 2Select which objects (leads, contacts, opportunities, cases) EarlyBird should sync.
- 3Map call outcomes to the fields and stages your team relies on.
- 4Decide which recordings and transcripts should attach automatically.
- 5Run a sandbox sync to validate permissions before going live.
Playbooks we recommend
- Qualified new callers generate a lead, create a follow-up task, and notify the owning AE.
- Support escalations open a case with transcript context and SLA countdowns.
- Deals in negotiation get stage nudges automatically when customers call back to confirm.