Salesforce CRM Integration

Connect Salesforce to Pepsales AI and unify your sales data, calls, and next steps—all in one place. No more jumping between tabs, missing updates, or duplicating notes. Just seamless selling.

why to connect

Why Connect Your Salesforce?

Real-Time CRM Sync

Pepsales AI syncs automatically with your Salesforce instance, pulling in leads, contacts, opportunities, and account data into your dashboard. Every interaction - calls, notes, and follow-ups, flows back to the right Salesforce records in real time.

One Command Center for Sellers

Reps can view deal history, log meetings, update notes, and take next steps without ever opening Salesforce. Everything they need is in one unified interface, so nothing falls through the cracks.

AI That Speaks CRM

Every call in Pepsales AI is transcribed, summarized, and intelligently tied to the right contact and opportunity in Salesforce. Follow-up actions are generated instantly and logged back into CRM, saving reps hours of admin work per week.

Faster Deal Velocity

Reps using Pepsales AI with Salesforce integration report closing deals 30–50% faster. With less context switching and more focus on selling, your team can finally operate at full speed.

steps to Integrate

How to Set Up the Integration

Step 1

Connect to Salesforce

Go to Settings > Integrations in your Pepsales AI account, click the Salesforce icon, and select Connect Account. Sign in and allow access.

Step 2

Choose What to Sync

Select what you want to sync—like Leads, Opportunities, and Accounts—and configure how to log activities. Pepsales AI will auto-sync all calls, summaries, and tasks to Salesforce in real time.