Salesforce meets intelligent CX automation.
Sync contacts, cases, and opportunities between Salesforce and Mevrik in real time. Let AI agents resolve tickets with full CRM context — no tab-switching required.
কেন সংযুক্ত করবেন Salesforce?
Bi-directional contact sync
New leads, updated fields, and lifecycle changes flow between Salesforce and Mevrik automatically — no manual imports or CSV uploads.
Case creation from conversations
AI agents create and update Salesforce cases directly from chat, email, or social conversations with pre-filled context.
Pipeline-aware routing
Route high-value leads and enterprise accounts to specialist agents based on Salesforce opportunity stage and deal size.
আপনি কী স্বয়ংক্রিয় করতে পারেন
Lead qualification on autopilot
Mevrik AI qualifies inbound leads using Salesforce field criteria, scores them, and routes hot prospects to your sales team instantly.
Renewal and upsell triggers
When a Salesforce opportunity hits renewal stage, Mevrik proactively reaches out to the customer with tailored offers via their preferred channel.
Escalation with full history
When AI hands off to a human agent, the full Salesforce contact record, case history, and conversation transcript transfer seamlessly.
কিভাবে সংযুক্ত করবেন Salesforce
Authenticate Salesforce
Connect your Salesforce org via OAuth 2.0 — supports both Production and Sandbox environments.
Map your objects
Choose which Salesforce objects (Contacts, Cases, Opportunities) sync with Mevrik and map custom fields.
Configure automation rules
Set up triggers for case creation, lead routing, and escalation based on Salesforce data.
Go live
Enable the sync, verify data flow in both systems, and start automating customer interactions.
আপনি কী পাবেন
Supercharge Salesforce with AI-powered CX.
See how Mevrik + Salesforce eliminates manual data entry and resolves cases faster.
✓ ক্রেডিট কার্ডের প্রয়োজন নেই✓ ১৪ দিনের ফ্রি ট্রায়াল✓ যেকোনো সময় বাতিল করুন