Quick Answer
Aira's Salesforce integration connects your AI receptionist to Salesforce via Zapier. When Aira answers a call, it can automatically send the caller's details, call summary, transcript, and outcome to Salesforce. Common use cases include create a new Salesforce Lead from every missed call, append call summary as Activity timeline note on existing Contact, and trigger Sales Cadence enrollment when caller asks for pricing. Setup takes minutes through Zapier and works on every paid Aira plan, starting at $24.95 per month.
+
Salesforce Integration
Aira plus Salesforce (via Zapier)
Send Aira call data to Salesforce automatically. Set up in minutes through Zapier, no developers required.
What is Salesforce?
World's #1 CRM. Used by enterprise sales and SMB alike for pipeline, opportunity, and account management.
3 ways Aira works with Salesforce
Every Aira call can fire a Zap. Here are the most common workflows service businesses build.
Create a new Salesforce Lead from every missed call
Append call summary as Activity timeline note on existing Contact
Trigger Sales Cadence enrollment when caller asks for pricing
How to connect Aira to Salesforce
- 1
Enable Zapier in Aira
Open your Aira workspace and go to Settings, then Integrations, then Zapier. Toggle Zapier on to expose Aira as a trigger source.
- 2
Connect Aira's Zapier app
Inside your Zapier account, search for the Aira app, click Connect, and authorize using the workspace key Aira shows you.
- 3
Pick a trigger event
Choose Call Started, Call Completed, or Call Summary Ready. Most teams start with Call Completed since it carries the full payload including transcript and summary.
- 4
Connect Salesforce as the action
Add Salesforce as the action step in your Zap, then map the Aira fields you want to send into Salesforce.
Salesforce integration FAQs
Is the Salesforce integration native or Zapier based?
Today, the Aira to Salesforce connection runs through Zapier. A native Salesforce integration is on the roadmap. The Zapier path covers every Aira event, so you can ship the workflow today and switch to native later without rebuilding logic.
Do I need a paid Zapier plan to connect Salesforce?
Free Zapier covers most single step Zaps, which is enough for actions like creating a record from a call. Multi step Zaps (filter, then create, then notify, for example) typically need a paid Zapier plan.
What Aira plan do I need for the Salesforce integration?
Zapier and webhook delivery are available on every paid Aira plan, starting at $24.95 per month.
How fast does Aira send data to Salesforce?
The webhook fires within seconds of the trigger event. For call_completed, that means the payload, including summary and transcript, hits Zapier as soon as the call ends.
What can Aira send to Salesforce?
When Aira finishes a call, it can push the call summary, the call outcome, caller details, and structured fields you collected during the conversation to Salesforce via Zapier. You map exactly which fields you want inside your Zap, so the Salesforce record you create matches your existing schema.
Can I trigger different Salesforce actions based on call outcome?
Yes. Aira sends the call outcome (booked, transferred, message taken, qualified, and others) on every event. Add a Zapier filter or paths to route each outcome to a different Salesforce action. For example, route booked calls to one workflow and message-taken calls to another.
Related Searches
Connect Aira to Salesforce today
Plans start at $24.95/mo. Webhook and Zapier delivery are included on every paid plan, no per integration fees.