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Integration · Air AI to Salesforce

Salesforce and Air AI integration

We connect Air AI to Salesforce so every call, outcome and follow-up lands on the right contact or lead. It is a one-time setup by our team, not a monthly middleware subscription.

  • From $100, one-time setup
  • No monthly fees from us
  • Tested on your own calls before go-live
Get a written scope
Air AI Salesforce

One call ends in Air AI. In Salesforce:

  1. Call logged with the transcriptOn the matching contact or lead in Salesforce
  2. Summary savedAs a note anyone can read
  3. Outcome updates the recordThe opportunity or field you choose
One-time setup
From $100
Monthly fee from us
$0
Working days to a written scope
2
Working days to build and test
5–10

Get a fixed price for Air AI + Salesforce

One-time setup, no monthly fees. Tell us where to send it and we reply within 2 working days.

or

What we connect between Air AI and Salesforce

A typical setup. We adjust each line to how your team uses Air AI and Salesforce.

When this happensThis is what you get
An AI call endsA logged call on the matching contact or lead, owned by the right Salesforce user
The call recordingAttached to that logged call
The transcript and summaryA note on the contact or lead
A missed call or voicemailA follow-up task for the contact or lead owner
A caller who is not in Salesforce yetA new contact or lead, checked against existing records first

Field mapping, event by event

Each Air AI event and exactly what it writes in Salesforce. Pick an event to see its fields.

1. Trigger · Air AI When an AI call ends Every call made or received in Air AI
2. Action · Salesforce Log the call In Salesforce, on the contact or lead — Where your team already works
Salesforce field Mapped from What happens
Call length Call duration3 min 04 s Stored the way Salesforce expects
Direction Call directionInbound Inbound or outbound
Recording Call call recording urlPlayable audio Added once the file is ready
Summary and transcript Call transcriptWants a demo next week Saved as note text
Contact or lead Matched by phone number+1 415 555 0142 A new contact or lead is created only if none match
1. Trigger · Air AI When a call is missed Nobody picked up in time
2. Action · Salesforce Create a task In Salesforce, for the contact or lead owner — A call-back nobody forgets
Salesforce field Mapped from What happens
Title Caller number+1 415 555 0142 “Call back” plus the contact or lead name, or the number if unknown
Due Your follow-up windowWithin 1 hour Set to how fast your team calls back
Assigned to Contact or lead ownerMaria Lopez Falls back to the rep who was on the line
1. Trigger · Air AI When the call summary is ready Transcript and summary are finished
2. Action · Salesforce Save a note In Salesforce, on the contact or lead — Readable by anyone who opens the record
Salesforce field Mapped from What happens
Transcript Call transcriptAgent: Hi, this is… Below the summary
Contact or lead Same match as the call+1 415 555 0142 Linked to the same record as the call

Sample values are made up. The exact fields are agreed with you in your scope.

A one-time setup, not a monthly middleware bill

We are not a middleware. We plan the connection, set it up, test it on your calls and hand it over.

Web Repay integration setup Middleware subscription
What you pay One-time setup, from $100 (one-off) A monthly plan, often priced by tasks or operations
As call volume grows The same price, no per-task charges Costs rise with every call that syncs
Who builds and tests it We do, on your own Air AI calls Your team builds and maintains every step
Where it runs In your own Air AI and Salesforce accounts, documented Inside the middleware vendor’s platform
When something changes Additional support as needed, when you request it Your team fixes the broken steps

Where a small connector layer is the most reliable route, we say so in your written scope, set it up in your own account and choose the option with the lowest running cost.

Where Air AI and Salesforce setups usually go wrong

Reps matched to Salesforce users

Air AI and Salesforce identify people differently. We match every rep during setup, so each call has the right owner in Salesforce.

Phone numbers written two ways

Air AI and Salesforce often store numbers in different formats. Left alone, a caller who already exists becomes a second contact or lead. We match on a cleaned-up number before anything is created.

Updating the right opportunity

An outcome has to change one opportunity, not every opportunity on the record. We agree the rule with you before we build.

Recordings that are not ready yet

A recording can finish processing after the call ends. We attach it once it is ready, so no call in Salesforce is left without audio.

How we set it up

  1. 1

    Tell us what should connect

    Which calls, outcomes and follow-ups should reach Salesforce. You get a written scope with a fixed one-time price.

  2. 2

    Give us access

    Admin access to Air AI and Salesforce for the setup. Nothing for you to install, and no new subscription to start.

  3. 3

    We build and test

    We connect the two tools, map every detail and test it with real calls before your team relies on it.

  4. 4

    Handover

    You get a short document of what is connected and how it behaves. It runs in your own accounts, with no monthly fee from us.

Agent on a headset working at a computer
Test call passedEvery field in the table checked LiveWatched for the first week

What it costs

From $100 one-time setup

Starting price for connecting Air AI and Salesforce, built and tested. Larger mappings get a fixed quote in writing before we start.

No monthly fee from us. Additional support is available as needed, whenever you request it.

Get a written scope

Tell us what should happen in Salesforce when a call ends. We reply within 2 working days.

Free download

The integration health check

10 checks to make sure your website, CRM and dialer really are passing information between them.

We email you a copy too. No spam, and we never share your details. Privacy

From the blog

Further reading

All articles →

Questions about Air AI and Salesforce

Is there a monthly fee?

No. You pay once for the setup. Unlike Zapier, Make and similar middleware subscriptions, there is no monthly or per-task charge from us, so the cost does not grow as your team makes more calls.

Is Web Repay a middleware?

No. We are an integration team: we plan the connection between Air AI and Salesforce, set it up, test it on your calls and hand it over. Where a small connector layer is the most reliable route, we say so in your written scope and choose the option with the lowest running cost.

What can you connect between Air AI and Salesforce?

An ai call ends, the call recording, the transcript and summary, a missed call or voicemail, each mapped to the right contact or lead and opportunity in Salesforce. We confirm the exact list in your scope.

How long does it take?

You get a written scope and a fixed price within 2 working days. Most setups are built and tested within 5 to 10 working days of getting access.

What do you need from us?

Admin access to Air AI and Salesforce during the setup, and a short call to agree what should happen. You can remove our access once it is handed over.

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Rather talk it through?

Thirty minutes on how your team uses Air AI and Salesforce. You leave knowing what we would build and what it would cost.

Call +91 82857 48750
Person working on a laptop by an office window
Call ended03:04 · inbound Opportunity updatedStage set from the call outcome Call-back taskAssigned to the contact owner