Integration

    Salesforce and Volty

    Volty reads the customer's account, contract and open cases in Salesforce before it replies, and logs new leads and cases from the conversation when you allow it.

    Talk to VoltyFree trial

    Updated

    A repeat fault on a contract

    Volty reads the account and the last case before it answers, then proposes a new case.

    VM

    Vincent Moore

    WhatsApp · Customer

    Chiller unit 3 is showing error E14 again. This is the second time this month.
    Looked up SalesforceHarbor Towers · Gold contract · Last E14 case closed 9 Oct
    VoltySorry about this, Vincent. The E14 on unit 3 was closed on 9 October under your Gold contract. I'm opening a priority case and asking the engineer who handled it to call you.

    Waiting for approval

    New Salesforce case: Harbor Towers, Chiller 3 E14 repeat, priority High

    ApproveEditDecline

    Salesforce account

    Harbor Towers

    Gold contract
    Account owner
    Marcus Lee
    Open cases
    1 new
    Contract ends
    Mar 2027
    Contact
    Vincent Moore

    Read from Salesforce during the conversation

    What Volty does with Salesforce CRM

    Salesforce holds the accounts, contracts and open cases. Volty connects to Salesforce with one sign-in. During a conversation it can read the customer's lead or contact, their account and the cases already open, so a reply can say what the contract covers and what happened last time.

    • Account-aware replies

      Volty reads the account and its open cases before replying to someone from that company.

    • Leads with the conversation

      A qualified enquiry can become a lead, with a summary of what was asked.

    • Cases from fault reports

      A repeat fault opens a case that says what the customer reported.

    • Approval on every write

      Writes start Off, and each can be set to wait for a colleague.

    A facilities engineer in a hard hat and hi-vis jacket crouching beside a rooftop chiller with a flashlight and a tablet.
    Service requests become cases with the details attached.

    A website enquiry becomes a lead

    Volty asks the questions sales needs, then proposes the lead.

    WV

    Website visitor

    Web chat · Website visitor

    We need maintenance for 6 chillers across two sites. Can someone quote?
    VoltyHappy to arrange that. Which two sites are they, and when does your current contract end?
    Oakland and San Jose, contract ends in January

    Waiting for approval

    New Salesforce lead: 6 chillers, Oakland and San Jose, contract ends Jan

    ApproveEditDecline

    As an automation

    Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

    Website enquiry to lead

    1. When

      A visitor asks for a quote

      On your web chat

    2. Step 1

      Volty qualifies it

      Sites, units and timing

    3. Step 2

      Creates the lead

      Approved by a colleague

    4. Step 3

      Brings in the owner

      In the same conversation

    An account manager in a suit shaking hands with a client in a bright office lobby.
    Context from the account in every reply.

    How Volty connects to Salesforce CRM

    An admin signs in to Salesforce from the Sources page. The sign-in decides what Volty can see, and the tool switches decide what it may do.

    1. 01

      Sign in to Salesforce

      With the user whose access Volty should have.

    2. 02

      Turn on the reads

      Leads, contacts, accounts and cases.

    3. 03

      Choose the writes

      Create lead, create case and log activity start Off.

    The tools Volty gets

    Each one is a switch on the Sources page in Volty.

    • Search leads and contactsReads
    • Read account and opportunitiesReads
    • Read casesReads
    • Create leadChanges
    • Create caseChanges
    • Log activityChanges

    Reading tools can be turned on straight away. Anything that changes Salesforce CRM starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

    Common questions

    Can Volty change records in Salesforce?

    Only when an admin allows it. Every tool has its own switch: tools that only read can be turned on, and tools that change a record start Off. A tool that is on can be set to check with staff, so each change waits for a colleague to approve it.

    What can Volty see in Salesforce?

    What the user who signed in can see. In a customer conversation Volty looks up only the customer the conversation has verified.

    How much does it cost to connect Salesforce with Volty?

    Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

    Sign up for our 7-day trial. No credit card needed.

    Not convinced? Hear more from our CEO and Volty

    The Leonard and Volty Show · 8 October 2026

    Meta now charges for WhatsApp replies

    Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026