Salesforce integration

Every call, logged straight into Salesforce

elunos.ai answers your calls, finds or creates the contact and logs the conversation in Salesforce. No manual entry, no lost follow-ups, in real time.

Customer callsany number
SalesforceLogged · Tue 14:30

CRM

Category

Two-way

Sync

~10 minutes

Setup

Sales Cloud

Works with

Works with your Salesforce

Your CRM stays complete, automatically

Every call your team takes or misses ends up as a contact, a note and a follow-up in Salesforce.

Logs every call for you

elunos writes a summary with intent and outcome to the right contact in Salesforce. No staff, no typing.

No unknown callers

New numbers become contacts automatically, with name and number captured on the call.

Follow-ups that happen

The agent creates tasks and reminders in Salesforce, so no lead goes cold.

ISO/IEC 27017
ISO/IEC 27018
GDPR
EU
Artificial
Intelligence
Act

How it works

What happens on every call

The agent answers, finds the contact and logs the call. You just see the result in Salesforce.

01

A customer calls

They ring your normal number, day, night or weekend. elunos picks up.

Live callLindenhof Front Desk · 0:42

Caller

Hi, it's about the offer you sent me last week.

elunos

Connecting to Salesforce ...

02

elunos finds the contact

It looks up the caller in Salesforce and creates the contact if the number is new.

Salesforce
ContactM. Schneider
Number+49 171 234 567
Last activity3 weeks ago
StatusOpen deal
03

It's logged

Summary, intent and follow-up land on the contact in Salesforce.

Salesforce

Logged, note & follow-up created

Attached to the contact · task for Tuesday · handled in 38s, no staff

Written to Salesforce

Setup

Connect in 3 steps

No codeNo new software~10 minutesCancel anytime

Click “Connect Salesforce”

Log in to Salesforce once and approve access. That's the only login you'll do.

Connect SalesforceSecure login · approve once

Under the hood

Exactly what moves between elunos and Salesforce

elunos.ai · Integrations
WhatDirection
New contactselunosSalesforce
Contact detailsTwo-way
AppointmentsTwo-way
Notes & call summaryelunosSalesforce
Tasks & follow-upselunosSalesforce

Security

Built for customer data

elunos only ever touches the fields it needs to handle a call: nothing more. Data is processed under a data-processing agreement (DPA) and hosted in Germany.

Hosted in FrankfurtGDPR-compliantEU AI Act ready

What elunos can access in Salesforce

  • Read & create contactsname and number from the call
  • Write notes & summariesattached to the right contact
  • Create tasks & follow-upsso nothing slips through
  • Nothing elseno deal values, no documents

Exact API scopes confirmed with Salesforce at setup.

Built on a compliant foundation

ISO/IEC 27001
ISO/IEC 27017
ISO/IEC 27018
GDPR
EU
Artificial
Intelligence
Act

Your whole stack

Also works with the rest of your stack

CRM, ERP, calendar, telephony, ticketing: the agent triggers actions directly in your systems. Via n8n & Zapier there are thousands more.

DoctolibOnline bookingDampsoftPractice softwareCGMPractice softwaresamediOnline bookingGoogle CalendarCalendarMicrosoft 365CalendarCalendlyOnline bookingHubSpotCRMZohoCRMTwilioTelephonyAircallTelephonyn8nAutomationZapierAutomationMakeAutomationSAPERPSlackTeam messagingPipedriveCRMonOfficeonOfficeCRMsipgatesipgateTelephonyPlacetelPlacetelTelephony3CX3CXTelephonyMicrosoft TeamsTeam messagingOpenTableOpenTableOnline bookingresmioresmioOnline bookingTreatwellTreatwellOnline bookingMagiclineMagiclineOnline bookingmedatixxmedatixxPractice softwareCHARLYCHARLYPractice softwareDATEVAccounting & taxsevDesksevDeskAccounting & taxShopifyOnline storeStripePaymentsWhatsApp BusinessCustomer messagingZendeskHelpdesk & ticketingFreshdeskFreshdeskHelpdesk & ticketingZammadZammadHelpdesk & ticketingJira Service ManagementHelpdesk & ticketingZoho DeskHelpdesk & ticketingLexware OfficeLexware OfficeAccounting & taxFastBillFastBillAccounting & taxAgendaAccounting & taxevidentevidentPractice softwareT2medT2medPractice softwareTTHEORGPractice softwareVeteraVeteraPractice softwarePower AutomatePower AutomateAutomationWorkatoWorkatoAutomationCMSWebsite & CMSMicrosoft Dynamics 365CRMprotelprotelHotel softwareMewsMewsHotel softwareapaleoapaleoHotel softwareSIHOTSIHOTHotel softwareCasablancaCasablancaHotel softwarepdspdsTrade softwareSTREITSTREITTrade softwaresmarthandwerksmarthandwerkTrade softwareToolTimeToolTimeTrade softwareCraftnoteCraftnoteTrade softwareRRA-MICROLegal softwareadvowareadvowareLegal softwareAAnNoTextLegal softwareActaportActaportLegal softwareReNoStarReNoStarLegal softwareIXOSIXOSPharmacy softwareAawintaPharmacy softwareAADGPharmacy softwareCGM LAUERCGM LAUERPharmacy softwareeasyVETPractice softwareAnimanaAnimanaPractice softwareStarke PraxisStarke PraxisPractice softwarePraxWinPraxWinPractice softwareSalesforceCRM

FAQ

Frequently asked questions

In a few clicks: connect the account, authorise, done. No code, no IT project, usually live in under an hour.

Calls are written as a task or activity on the lead or contact. Custom objects are possible and are agreed at setup.

elunos works through its own integration user whose profile you control. It sees only what that profile allows.

Yes. EU-only processing, hosted in Frankfurt, SOC 2 / ISO 27001 certified.

elunos.ai is a European platform for AI phone agents, based in Frankfurt, Germany. The brand is written elunos.ai and shortened to elunos; both name the same company. Businesses use it to build voice agents without code that answer inbound calls, book appointments, take orders and resolve requests directly in systems like calendars, CRMs and helpdesks. All processing stays in the EU: GDPR-compliant, SOC 2 and ISO 27001 certified.

Most teams go live within 7 days. You start from a ready-made industry template, connect your calendar, CRM or helpdesk, test the agent against real call scenarios and then publish it to your own phone number. Because everything can be built and tested on the free tier first, nothing goes live until the agent already handles calls the way you want.

CRM, ERP, calendar, telephony and helpdesk tools connect out of the box, including HubSpot, Salesforce, Google Calendar, Microsoft 365, Calendly, Twilio and Aircall, plus practice tools like Doctolib and samedi. Through n8n, Make and Zapier the agent reaches thousands of additional apps. It can book appointments, update tickets and look up customer data live during the call, in the systems you already use.

Yes. When a call gets complex or a caller asks for a person, the agent routes the call to the right team member and hands over a complete summary of everything discussed. Your caller never has to repeat themselves, and your team picks up with full context. When and where to hand off is defined visually in the same no-code builder as the rest of the conversation.

Get started

Start logging calls into Salesforce today

Connect in minutes and let elunos answer every call: contacts, notes and follow-ups straight into Salesforce.