Vapi Salesforce

Vapi + Salesforce Integrations, Built by an AI Agent

Put Vapi + Salesforce to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Vapi and Salesforce below — describe the exact one you want above and the Agent builds it on demand.

Vapi + Salesforce When a new file is generated in Vapi, attach it to the corresponding lead or account in Salesforce. See details
Update customer records after AI qualification When Vapi qualifies a new prospect, automatically create or update the contact details in Salesforce so sales reps can follow up. See details
Initiate outbound calls for new leads When a new lead is added in Salesforce, automatically prompt Vapi to start an outbound discovery call. See details
Log conversation history on completed AI runs Once a call or conversation ends in Vapi, log the full summary directly to the matching deal in Salesforce. See details

Browse the full workflow library →

Looking to achieve something else with Vapi and Salesforce?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Vapi and Salesforce

Everything Vapi and Salesforce can do inside a workflow — the triggers that start one and the actions that run when it fires.

Vapi Explore Vapi →

Vapi is a developer platform for building, testing, and deploying voice AI agents that make and answer phone calls.

Triggers
New Assistant

Triggers when a new assistant is created.

New Call

Triggers when a new call is created.

New File

Triggers when a new file is uploaded.

Actions
Create Call

Creates an outbound phone call using a Vapi voice assistant.

Create Chat

Create a new chat with Vapi.

Delete Call Data

Delete a call data. This action is permanent and cannot be undone.

Delete Chat

Delete a chat. This action is permanent and cannot be undone.

Delete File

Delete a file. This action is permanent and cannot be undone.

Update Call

Updates the metadata of an existing call using its call ID. Supports changes to the call name.

Salesforce Explore Salesforce →

Salesforce is a cloud-based customer relationship management software designed to streamline sales, service, and marketing processes across organizations.

Triggers
New Case Attachment

Triggers when a new Attachment is added to a case.

New Contact

Triggers when a new Contact is created.

New Field History Tracking Event

Triggers when a field is updated on the object specified. It will output the old and new field values.

New or Updated File on Record

Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.

New Lead

Triggers when a new Lead is created.

New Outbound Message

Triggers when a new outbound message is received in Salesforce.

Actions
Add Contact to Campaign

Adds an existing contact to an existing campaign.

Add File to Record

Adds an existing file to an existing Record.

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Call Apex REST

Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.

Convert Lead to Contact

Adds an existing contact to an existing campaign.

Create Attachment

Creates a new attachment (max 25MB).

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Vapi + Salesforce

Is there a pre-built Vapi + Salesforce automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Vapi and Salesforce's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Vapi or Salesforce connector?

No. The Agent works whether or not Vapi or Salesforce already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does integrating Vapi with Salesforce improve lead management?

When Vapi finishes interacting with or qualifying a prospect, it can instantly create or update the contact details and log interaction notes inside Salesforce.

Can changes in Salesforce automatically prompt AI outreach in Vapi?

Yes, updates such as creating a new lead or shifting a deal's stage in Salesforce can prompt Vapi to initiate an outbound call or run an automated task.

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