Integration · Salesforce
AI voice agent for Salesforce
harmony.ai connects to Salesforce to check the record before every call, then writes contact, opportunity, and activity updates back the moment it ends.
Give every Salesforce call a working record
harmony.ai checks the record before the call, updates the opportunity during it, and attaches the recording and transcript the moment it ends.
Built around the conversations your buyers actually have.
The plays your team runs every day - handled end to end by an AI voice agent built for your industry.
Explore the platform›What connects to Salesforce
harmony.ai reads Leads, Contacts, Accounts, and Opportunities directly from Salesforce, along with the owner assigned to each record and its current pipeline stage. Before a call connects, inbound or outbound, the agent has already looked up the caller against that data, so it knows whether it is talking to an existing contact with an open opportunity or a lead with no history at all.
What the agent does on a call
Outbound, the agent works a list pulled from a Salesforce view or report, qualifying against the criteria you set and moving a stage forward when the conversation earns it. Inbound, it answers with the record already open, resolves routine requests on its own, and routes anything that needs a person straight to the opportunity owner, not a general queue, with the account history and the reason for the call already in view.
After the call
Every call writes back to the Salesforce record it touched: a task or activity logged against the contact or opportunity, a stage update where one applies, and the call recording with a full transcript attached for whoever opens the record next. A manager reviewing a stalled opportunity, or a rep picking up a transferred call, is working from what was actually said, not a summary written after the fact.
Frequently asked questions
What are Salesforce's AI features with harmony.ai?
Does the agent update opportunity stage in Salesforce?
Does it look up the caller before the call connects?
Is the recording and transcript attached to the Salesforce record?
Does the agent route calls to the right owner?
Who is this built for?
Enterprise-grade security
Enterprise-grade AI infrastructure with built-in protection and security, data privacy, governance, permissions, and compliance.
SOC Type 2
We meet SOC 2 requirements to ensure secure and compliant management of data across all our systems.
GDPR
With our technical team based in Sweden, we operate under GDPR - the world's strictest standard for data privacy.
HIPAA
We safeguard your protected health information with HIPAA-compliant processes, policies, and technical controls.
ISO 27001
Harmony is fully certified with ISO 27001, the internationally recognized standard for information security management.