Salesforce + InsuraMate AI
Salesforce integration for agencies running Sales Cloud or Financial Services Cloud.
What this integration does
Salesforce is overkill for most independent agencies, but for the ones that run on it, it's the source of truth. We connect to match.
Bi-directional sync with Salesforce contacts and accounts.
Calls logged as Salesforce activities with the call summary attached.
Quote-related calls create opportunities automatically.
What's included
- Contact and account sync
- Calls logged as Salesforce activities
- Opportunity creation from calls
- Sales Cloud and Financial Services Cloud support
Best for
Larger independent agencies running Salesforce who want phone calls in the same place as the rest of their pipeline.
See Salesforce working with InsuraMate AI on a real call.
A 15-minute demo with our founder. We'll walk through your exact workflow.