# Salesforce and Volty > Volty reads Salesforce accounts and cases before it replies, and logs leads and cases from WhatsApp, email and web chat with approval. 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 Volty · Free trial Updated 2 Nov 2026 ## 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 Salesforce · Harbor Towers · Gold contract · Last E14 case closed 9 Oct Volty Sorry 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 Approve · Edit · Decline 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. Connects with One Salesforce sign-in Volty reads Leads, contacts, accounts, opportunities, cases Volty can change Create leads and cases, log activities, when turned on Setup A few minutes Category CRM & sales 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? Volty Happy 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 Approve · Edit · Decline ## As an automation Describe it to Volty in a sentence; it drafts the automation and an admin turns it on. Website enquiry to lead - When · A visitor asks for a quote · On your web chat - Step 1 · Volty qualifies it · Sites, units and timing - Step 2 · Creates the lead · Approved by a colleague - Step 3 · Brings in the owner · In the same conversation 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. - 01 · Sign in to Salesforce · With the user whose access Volty should have. - 02 · Turn on the reads · Leads, contacts, accounts and cases. - 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 contacts · Reads - Read account and opportunities · Reads - Read cases · Reads - Create lead · Changes - Create case · Changes - Log activity · Changes 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. ## Related integrations - HubSpot CRM & sales - Dynamics 365 CRM & sales - Pipedrive CRM & sales - Microsoft Teams Team chat - Outlook Email All integrations ## Start your free trial Talk to Volty · Start your free trial 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 The Leonard and Volty Show · 1 October 2026 ### Too busy to hire? The Leonard and Volty Show · 21 September 2026 ### From $500 chatbot jobs to agentic AI The Leonard and Volty Show · 10 September 2026 ### Your AI is a new employee The Leonard and Volty Show · 4 September 2026 ### Trust in the AI world The Leonard and Volty Show · 29 August 2026 ### Does the AI model matter? The Leonard and Volty Show · 19 August 2026 ### What are AI agents? Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026 ## Links - [CRM & sales](https://voltade.com/integrations?category=crm) - [HubSpotCRM & sales](https://voltade.com/integrations/hubspot) - [Dynamics 365CRM & sales](https://voltade.com/integrations/dynamics-365) - [PipedriveCRM & sales](https://voltade.com/integrations/pipedrive) - [Microsoft TeamsTeam chat](https://voltade.com/integrations/microsoft-teams) - [OutlookEmail](https://voltade.com/integrations/outlook) - [All integrations](https://voltade.com/integrations)