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.
Why connect 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.
What you can automate
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.
How to connect 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.
What you get
Supercharge Salesforce with AI-powered CX.
See how Mevrik + Salesforce eliminates manual data entry and resolves cases faster.
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