LOULOU AI

CRM

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LOULOU AI + Salesforce

Keep your CRM current in real time — every AI call creates a new activity, updates lead status, and advances opportunities through your pipeline without human data entry.

How it works

From phone call to Salesforce

1

Connect via Salesforce OAuth

Authorize using Connected App credentials. Works with Sales Cloud, Service Cloud, and Health Cloud.

2

Configure object mappings

Map AI call data to Leads, Contacts, Accounts, Opportunities, Cases, Tasks, and custom objects.

3

Set activity logging rules

Define activity type, subject format, task owner assignment, and which metadata attaches to the record.

4

Automate with Flows

Trigger Flows, Process Builder rules, or Apex triggers from call outcome data.

Use cases

Before and after

Lead qualification at scale

AI agents handle the first touch on every inbound lead, qualify against BANT criteria, and update Lead status automatically.

Healthcare patient scheduling

For Health Cloud deployments, agents schedule appointments and log activities to HIPAA-compliant Health Cloud objects.

Service case creation

Inbound calls from existing customers automatically create Service Cloud Cases with full transcript and priority classification.

Setup

Getting connected

  1. 1Create a Connected App in Salesforce Setup
  2. 2Grant OAuth scopes (api, refresh_token, offline_access)
  3. 3Log in to admin → Integrations → Salesforce
  4. 4Enter Connected App credentials and authorize
  5. 5Configure object and field mappings
  6. 6Set up Flows triggered by call outcomes
  7. 7Test with a sandbox org
  8. 8Deploy to production

FAQ

Frequently asked questions

Which Salesforce editions are supported?

Professional, Enterprise, Unlimited, and Developer. Sales Cloud, Service Cloud, and Health Cloud are all supported. Essentials has API limitations.

Can Workforce Wave read Salesforce data during a call?

Yes — we perform real-time lookups to personalize the conversation, e.g. reading account tier or checking appointment history.

Is this HIPAA-compliant?

For Health Cloud deployments, we adhere to HIPAA data handling requirements with encrypted transmission, audit logging, and PHI-safe mapping. A BAA is required.

Ready to connect Salesforce?

Our team will handle the integration setup and get you live quickly.

Book a demo