Every call scored on your methodology, written to the opportunity.
Speak AI captures the call, scores it against the rubric your team already uses, and pushes the notes, fields, and coaching feedback into Salesforce, through Zapier and Composio automation triggers today, with a review step before anything lands on the record.
Zapier, Composio, and MCP move the data. You keep control.
Speak AI does not claim a native two-way Salesforce sync today. It connects through automation and agent access, which is enough to keep the opportunity current without hand entry.
Automation triggers push updates
When a call finishes scoring, a Zapier trigger sends the notes, action items, and field values into the matching Salesforce record.
Composio-powered write actions
Composio wires Speak AI’s outputs to Salesforce objects, so scored calls become opportunity updates without custom middleware.
Claude and agents query both systems
Through Speak AI’s MCP server, Claude or another agent can read a call’s score and the linked Salesforce record side by side, before anything is written.
A human reviews the update before it lands in Salesforce.
Enterprise teams asked for this explicitly: AI should draft the CRM update, not commit it unsupervised. A rep or manager sees the AI-drafted note, fields, and coaching feedback, and approves or edits before it writes to the opportunity.
- Every AI-drafted Salesforce update is queued for review before it is committed.
- A rep or manager approves, edits, or discards the draft.
- Nothing writes to the opportunity record without that step.
Next: outcome correlation, joined back to the deal.
Today, Speak AI scores the call. What’s in development is joining that score to what happened next: deal stage, amount, and closed-won or closed-lost, 30 to 90 days later. That is the report a call-scoring number alone cannot give you, and it is not one we have seen a revenue-intelligence vendor ship as a scoring-methodology feature.
Built for regulated, enterprise buying committees.
The same controls whether a rep is reviewing a single deal or a compliance team is auditing a year of coached calls.
SSO
SAML and SSO for enterprise identity providers, so access follows your existing directory.
SOC 2
SOC 2 controls covering the data your calls and transcripts pass through.
BAAs
Business Associate Agreements available for teams handling protected health information.
Your workspace, your rules
You control what each connected assistant or integration can read and write.
Sales acceleration for every kind of Salesforce team.
The same scoring engine, pointed at whatever your reps and managers work inside Salesforce to close.
Opportunities that stay current
Deal risk, objections, and next steps drafted from the call and queued for the opportunity record.
Coaching without the manual review
Every call scored on the team rubric, trended per rep, without listening back to recordings.
Structured fields, not free text
Call outcomes become the same fields your Salesforce reporting already expects, reviewed before they post.
Built with your security team
SSO, SOC 2, and BAAs, plus a custom write-back scope agreed before rollout.
Score client calls on your framework
Apply your own methodology to a client’s Salesforce activity, delivered under your brand.
White-label QA programs
Run call scoring and CRM hygiene for clients on your own domain and branding.
团队基于 Speak AI 构建。
Real feedback from teams using Speak AI for sales, research, meetings, and client work.
常见问题
Yes. Speak AI connects to Salesforce today through Zapier automation triggers and Composio-powered actions, plus an MCP server that lets Claude and other agents query call scores and Salesforce records together.
Speak AI drafts the update, the fields, and the coaching note automatically. Whether it writes to the record without a human is a setting your team controls: enterprise buyers specifically asked for a review step, so a rep or manager can approve or edit the draft before it lands on the opportunity.
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 drafts the CRM update itself. It is a different job and a fraction of the contract size.
Not yet. Today the connection runs through Zapier, Composio, and API and MCP access. Two-way outcome correlation, joining scores back to deal stage and closed-won data, is in development and being scoped with enterprise deployments.
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. The Zapier and Composio triggers are configured, not coded. Custom Dynamics-style write-back scopes for enterprise deployments are built with our team.
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