When a visitor submits a form on your website, Lexi calls them back within 60 seconds. Call outcomes, transcripts, and qualification data sync to Salesforce automatically. Your reps work pre-qualified opportunities, not raw form fills.
Webhook triggers TryAinora from any form builder on your website.
Lexi calls the lead, asks your screening questions, and captures their needs.
Lead record, call transcript, qualification data, and opportunity flow into your org.
Lead name, phone number, email, and any form fields are created or updated in Salesforce. Source tracking from your website is preserved.
Call recording link, full transcript, call duration, and disposition (qualified, not interested, voicemail, etc.) are logged as an activity on the lead record.
Answers to your custom screening questions, lead score or qualification status, and custom fields mapped to your Salesforce objects.
Opportunities are created automatically for qualified leads with the stage set based on the AI call outcome. Appointment dates are logged if booked during the call.
By the time your rep sees the lead in Salesforce, Lexi has already called, qualified, and captured their needs. Your rep has full context before picking up the phone.
Lead records, activity logs, and qualification data flow into Salesforce automatically. Your team spends zero time on data entry from website form leads.
Use qualification data from Lexi to trigger Salesforce automation - assignment rules, email alerts, follow-up tasks, and approval processes.
The integration works with Salesforce Professional, Enterprise, and Unlimited editions. We connect via Salesforce APIs, so no AppExchange packages or additional licenses are required. If you use a custom Salesforce setup, we will map fields to your specific objects during onboarding.
Setup takes under 10 minutes. We will walk you through it on a discovery call.
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