Speak AI + Salesforce Integration

Integrate Salesforce to Speak AI in one click, or tell Integrately AI how you want each record handled. Extract insights, update your CRM, notify your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Speak AI
    Automated transcription is created in Speak AI
  • Speak AI
    Caption is created in SRT or VTT in Speak AI
  • Speak AI
    Sentimental analysis is created in Speak AI
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.
  • Speak AI
    Upload media in Speak AI
  • Speak AI
    Search text in Speak AI
  • Speak AI
    Search media in Speak AI
  • Speak AI
    Create text note in Speak AI
  • Speak AI
    Reanalyze Text in Speak AI
  • Speak AI
    Update text note in Speak AI
  • Speak AI
    Delete text note in Speak AI
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for Salesforce + Speak AI Integration

Upload media files, generate transcriptions, update records, notify your team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
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Got a different task in mind? Describe it

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Connect more apps to your Salesforce + Speak AI flow

Turn transcriptions into customer insights, alert your sales team, and trigger follow-up actions across your stack. Pick a combination and activate it in one click.

Speak AI
Salesforce
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HubspotHubspot (6)
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SlackSlack (6)
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ZoomZoom (6)
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Google DriveGoogle Drive (6)
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GmailGmail (6)
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CalendlyCalendly (6)
S
S
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Upload media in Speak AI for every new Salesforce record, and create a contact in HubSpot.
New Salesforce records instantly trigger a media upload in Speak AI and create a contact in HubSpot, eliminating manual copy-pasting.
S
S
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Create a HubSpot contact from every automated Speak AI transcription, and update the Salesforce record.
Speak AI transcriptions automatically generate HubSpot contacts and update matching Salesforce records without delay.
H
S
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When a HubSpot contact is updated, reanalyze the text in Speak AI and update the Salesforce record.
Updated HubSpot contacts trigger text reanalysis in Speak AI and sync the latest data back to Salesforce.
S
S
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Create a HubSpot task for every Speak AI text note, and update the Salesforce task.
Speak AI text notes automatically spawn follow-up tasks in HubSpot and update Salesforce records.
H
S
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If a new HubSpot contact matches enterprise criteria, upload media in Speak AI and create a Salesforce lead.
Enterprise HubSpot contacts trigger immediate media uploads in Speak AI and generate priority Salesforce leads.
S
C
H
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Use Claude to summarize every automated Speak AI transcription, save it in HubSpot, and update the Salesforce record.
Claude summarizes Speak AI transcriptions, feeding structured briefs into HubSpot and updating Salesforce.

Supported triggers and actions for Speak AI and Salesforce

Mix and match to build the exact automation you need

Speak AI
Speak AI Triggers & Actions
Automated transcription is created in Speak AI
Triggers the automation when audio or video files is transcribed into text
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Caption is created in SRT or VTT in Speak AI
Triggers the automation when a caption file in SRT or VTT format is created
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Sentimental analysis is created in Speak AI
Triggers the automation when a sentimental analysis is created
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Upload media in Speak AI
Uploads media file to the designated location
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Search text in Speak AI
Searches for text
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Search media in Speak AI
Searches for media
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Create text note in Speak AI
Generates a text note
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Reanalyze Text in Speak AI
Analyze text data again for updated insights
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Update text note in Speak AI
Updates the content of a text note
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Delete text note in Speak AI
Removes a text note from the system
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Salesforce + Speak AI?

Streamline your customer data management and media transcription workflows with powerful, ready-made automation capabilities.

What you can automate?
🔄
Trigger Speak AI transcriptions from new Salesforce records
Automatically upload media files and start transcription jobs in Speak AI the moment a new record or lead is created in Salesforce. Eliminate manual importing entirely.
📋
Capture every submitted custom field and detail
Map all available record fields from Salesforce into Speak AI text notes and analysis reports instead of losing critical context during manual transfers.
🔔
Notify your team as soon as transcripts finish
Alert stakeholders instantly via Slack or email the moment Speak AI completes an automated transcription or sentiment analysis report.
🔀
Route records based on custom field values
Send high-priority leads or enterprise records to specialized Speak AI processing queues and update corresponding Salesforce opportunities accordingly.
🔄
Keep CRM records updated with transcription results
Automatically write Speak AI transcription summaries, text notes, and sentimental analysis data back into the matching Salesforce record in real time.
🔍
Search and update instead of creating duplicates
Check existing Salesforce records before creating new entries, ensuring your database remains clean and free of redundant data.
📅
Handle later status changes and stage updates
Trigger reanalysis or archive media files in Speak AI whenever a Salesforce opportunity stage updates or a case status changes.
🔌
Extend your workflow to Slack and other apps
Connect Salesforce and Speak AI with Slack, Google Drive, or Gmail to build comprehensive multi-step automation pipelines for your entire team.
And much more...

Who is Salesforce + Speak AI integration for?

Sales professionals, data analysts, and support teams eliminate manual data transfer and keep client intelligence seamlessly synchronised across platforms.

Data analysts and reporters
Data analysts and reporters
Sales managers
Sales managers
Account managers
Account managers
Customer support leads
Customer support leads
Operations specialists
Operations specialists
Compliance officers
Compliance officers
📈
Data analysts and reporters
You're compiling customer interaction metrics in Salesforce but your analysis reports only update when someone manually exports audio files, so the transcription counts you're reviewing against are always a few hours behind — with this integration, every new record lands in Speak AI instantly and your data stays current.
Sales managers
You need to act fast on prospect calls logged in Salesforce, and you find out too late when media files sit unanalyzed in storage — automating both apps means every recording is processed immediately so your team can follow up while leads are hot.
🤝
Account managers
You answer to a client who wants to see progress updates pulled from meeting recordings, but manual transcription bottlenecks stall your reporting — this integration means every client session is transcribed and logged in Salesforce automatically.
🎧
Customer support leads
The volume of support call recordings is too high for anyone to keep up by hand, leaving critical customer feedback buried in unreviewed audio files — connecting these apps means every interaction is processed and categorized without manual strain.
🔄
Operations specialists
You own the next step in customer onboarding and depend on someone upstream to hand over call notes, but manual handoffs cause frustrating delays — automating both apps means record creation and transcription happen in a single fluid motion.
🗂️
Compliance officers
You need a reliable history of all client communications and keep finding gaps where transcripts were never matched to CRM records — with this integration, every Salesforce record has its corresponding Speak AI transcription linked securely.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Speak AI + Salesforce

Build and manage your Speak AI + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Speak AI + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Salesforce to Speak AI?
Frequently Asked Questions
You can connect Salesforce to Speak AI using 1-click automations on Integrately or by asking Integrately AI to build the workflow. Select a ready template or configure your accounts instantly without any coding.
Can I automatically transcribe Salesforce records in Speak AI?
Frequently Asked Questions
Can I connect Salesforce, Speak AI, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce and Speak AI?
Frequently Asked Questions
How does Salesforce data drive Speak AI transcription workflows?
Frequently Asked Questions
How do Speak AI transcription results update Salesforce records?
Frequently Asked Questions
Do I need coding skills to automate Salesforce and Speak AI?
Frequently Asked Questions
Is the Salesforce and Speak AI integration free?
Frequently Asked Questions
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You Can Also Connect Salesforce or Speak AI With 1500+ Other Apps

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