Live in 5–10 business days

Salesforce + Bland AI Integration

Connect Bland AI to Salesforce — 1 trigger events, 6 CRM actions, full field mapping and real-time sync. Custom-built, production-grade. Live in 5–10 business days.

1 Trigger events
6 CRM actions
30-day support
Zapier native
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No commitment
Production-grade
No native Zapier trigger — use Zapier Catch Hook for the POST callback. Pass external_webhook_url in your call payload to receive post-call data.
Live Integration Log
Active
DIAL Call completed — Bland AI 0.0s
SYNC Disposition + notes → Salesforce 0.3s
CRM Contact updated · deal stage set 0.5s
REC Recording URL stored · task created 0.7s
OK Sync complete — rep did nothing 0.8s
Syncing in real time zero manual entry
Automation Builder — Real Triggers & Actions
Click any event to select
Bland AI Triggers
WH
Call Ended (Webhook POST)
Bland POSTs full call data to your external_webhook_url on call completion
webhook
Salesforce Actions
A01
Create Record
Creates record for specified Salesforce object
action
A04
Create Lead
Creates new lead
action
A06
Create Contact
Creates new contact
action
A08
Create Opportunity
Creates new opportunity
action
A09
Create Task
Creates new task for follow-up
action
A19
Custom SOQL Query
Execute custom SOQL SELECT queries
action
Field Mapping
Dialer → CRM
contact_phone
Contact.Phone / Lead.Phone
contact_name
Contact.Name / Lead.Name
contact_email
Contact.Email / Lead.Email
call_direction
Activity.Type (Inbound/Outbound)
call_duration
Activity.Duration
disposition
Contact.Lead_Status / Deal.Stage
notes
Activity.Notes / Call.Description
recording_url
Activity.Recording / Custom Field
agent_name
Activity.Owner / Task.Assigned_To
timestamp
Activity.Date / Call.Date
voicemail_url
Activity.Voicemail / Custom Field
campaign_name
Lead.Source / Contact.Campaign
ai_summary
Activity.Notes / Custom Field
Bland AI Triggers
WH
webhook
Call Ended (Webhook POST)
Bland POSTs full call data to your external_webhook_url on call completion
Salesforce Triggers
T01
polling
New Lead
New lead created
T02
polling
New Contact
New contact created
T03
polling
New Record
Record of specified object created
T04
polling
Updated Record
Record of specified object updated
T05
instant
New Outbound Message
Outbound message via Flow/Workflow
Bland AI Actions
A01
Send Phone Call
Initiates an outbound AI phone call
A02
Analyze Call With AI
Returns structured answers to custom questions from call transcript
A03
Get Live Call Updates
Polls a dispatched call for live status
Salesforce Actions
A01
Create Record
Creates record for specified Salesforce object
A04
Create Lead
Creates new lead
A06
Create Contact
Creates new contact
A08
Create Opportunity
Creates new opportunity
A09
Create Task
Creates new task for follow-up
A19
Custom SOQL Query
Execute custom SOQL SELECT queries
Bland AI API
POST
/v1/calls
Initiate outbound AI phone call
GET
/v1/calls/{call_id}
Get call details and recording URL
POST
/v1/calls/{call_id}/analyze
AI analysis of call transcript
GET
/v1/calls/{call_id}/recording
Get call recording
POST
/v1/pathway/{id}/calls
Send call using conversational pathway
Salesforce API
POST
/services/data/v59.0/sobjects/Lead
Create lead
POST
/services/data/v59.0/sobjects/Contact
Create contact
POST
/services/data/v59.0/sobjects/Opportunity
Create opportunity
PATCH
/services/data/v59.0/sobjects/Lead/{id}
Update lead status
POST
/services/data/v59.0/sobjects/Task
Create follow-up task

When an agent sets a call disposition in Bland AI, the automation maps it to the correct Salesforce action:

Disposition CRM Stage / Action Stage
Interested Move deal stage → Qualified SQL / Qualified
Booked / Meeting Set Create calendar event + stage update Meeting Scheduled
Not Interested Update contact status → Disqualified Disqualified
No Answer Re-queue + follow-up task or SMS Attempted (retry)
Voicemail Left Set contact status → Attempted Attempted
Callback Requested Create CRM task → Schedule Callback Callback Scheduled
Wrong Number Flag phone field as invalid Invalid
DNC Requested Set opt-out flag + suppress contact Opted Out
Busy Re-queue with delay timer Re-queue

All fields passed on every Bland AI call event — mapped to Salesforce fields. Highlighted fields are critical for automation:

call_id
to
from
status
transcript
analysis
recording_url
call_length
queue_status
answered_by
pathway_id
variables
started_at
completed_at
Also notify via
Add-on layer
Slack
Slack
Call alerts to channels & DMs
Microsoft Teams
Microsoft Teams
Adaptive cards for enterprise
WhatsApp Business
WhatsApp Business
Instant lead follow-up message
Telegram
Telegram
Lightweight bot notifications

Any of the above can be bundled with your Salesforce + Bland AI build.