Speak AI captures the call, scores it against the rubric your team already uses, and logs it in Salesforce. Connect Salesforce in Integrations and Speak AI matches each analyzed recording to a contact by the participants’ email addresses, links the account and the open opportunity, and logs a call, meeting or note on the record.
Speak AI is a direct Salesforce integration. You connect your Salesforce account in Integrations, choose the folders to log, and each analyzed recording is written to Salesforce without copy and paste. Zapier, webhooks, the API and the MCP server are still there when you want something custom. See Speak AI for équipes de vente.
Speak AI matches the participants’ email addresses to Salesforce contacts, then links their account and the most recently updated open opportunity. If no contact matches, you choose whether to skip the recording, create the contact, or mark the run as failed.
When a recording is analyzed, it is logged with a summary, the participants and a link back to Speak AI. See évaluation des appels for how calls are graded. Calls and notes become Salesforce tasks, and meetings become events.
Map Speak AI fields to Salesforce fields and choose whether to always write, write only if empty, or add a dated line. Speak AI can also create matching custom fields in Salesforce for the Speak AI fields you pick. Empty values are never written.
In the Salesforce settings, switch on Log every analyzed recording and choose the folders. Every recording analyzed in them is logged on the matching contact, account and open opportunity. It runs like any other automation, with run history and retries.
Add Salesforce steps to a Speak AI automation: log the recording, update a record, create or update a contact or lead, create a follow-up task, create an opportunity or case, or look up a record. A Salesforce record that is created or updated can also start an automation, and a record-triggered Flow can send changes to a Speak AI webhook for instant runs.
The same controls whether a rep is reviewing a single deal or a compliance team is auditing a year of coached calls.
SAML and SSO for enterprise identity providers, so access follows your existing directory.
SOC 2 controls covering the data your calls and transcripts pass through.
Business Associate Agreements available for teams handling protected health information.
You control what each connected assistant or integration can read and write.
The same scoring engine, pointed at whatever your reps and managers work inside Salesforce to close.
Deal risk, objections, and next steps taken from the call and logged on the opportunity.
Every call scored on the team rubric, trended per rep, without listening back to recordings.
Call outcomes become the same fields your Salesforce reporting already expects, mapped from Speak AI fields.
SSO, SOC 2, and BAAs, so your security review can start from the same controls.
Apply your own methodology to a client’s Salesforce activity, delivered under your brand.
Run call scoring and CRM hygiene for clients on your own domain and branding.
Real feedback from teams using Speak AI for sales, research, meetings, and client work.
Yes. Speak AI is a direct Salesforce integration. You connect Salesforce in Integrations, and Speak AI logs analyzed recordings on the matching contact, account and open opportunity. Zapier, webhooks, the API and an MCP server for Claude and other agents are available as additional options.
Yes. Turn on Log every analyzed recording in the Salesforce settings and choose the folders. Each analyzed recording is then logged as a call, meeting or note without a manual step, and the fields you mapped are written to Salesforce. You can also log a single file by hand from its CRM tab.
Gong scores calls on its own models and reports revenue intelligence at enterprise scale and enterprise contract sizes. Speak AI scores against your own methodology, the words, voice, and visuals, then logs the result in Salesforce itself. It is a different job and a fraction of the contract size.
It is direct. Connect Salesforce in Integrations and Speak AI writes to it itself, with no Zapier needed. A change to a Salesforce record can also start a Speak AI automation. Zapier, webhooks and the API are additional options.
Any Speak AI field can be written to a Salesforce field on the logged task or event, or on the opportunity, contact, lead, account or case. For each row you choose to always write, write only if empty, or add a dated line. Speak AI can also create matching custom fields in Salesforce for you.
It can. When no contact matches the participants’ email addresses, you choose whether Speak AI skips the recording, creates the contact, or marks the run as failed. Email domains that belong to your own team are never matched.
Not directly. Speak AI does not pull calls recorded inside Salesforce. Record the call with the Speak AI meeting assistant or upload the recording, and Speak AI scores it and logs the result on the opportunity.
Speak AI supports SSO, SOC 2 controls, and BAAs for regulated teams, and you control exactly what each connected integration or assistant can read and write.
No. You connect Salesforce with a sign-in and choose the settings in Integrations. Zapier, webhooks and the API are there if you want a custom flow.
Book a free consult, bring a real call, and see it scored on your methodology and logged on the right Salesforce opportunity.
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