Salesforce + Hala
Enterprise-grade sync between your customer conversations and Salesforce — leads, contacts, and context created automatically.
See this integration live with your own workflows.
Why connect Salesforce with Hala?
Salesforce is the system of record for your revenue — but only if conversations actually make it in. Manual logging means gaps in your data, follow-ups that slip, and reporting your leadership can't fully trust.
With the Salesforce integration, Hala captures every conversation where it belongs: leads and contacts are created and enriched automatically, conversation summaries attach to records, and follow-up activity is queued for your team — keeping your funnel data complete from first message to closed deal.
What it does for your business.
Leads without data entry
New conversations create Salesforce leads with contact details and source automatically.
Clean, current records
Contacts stay enriched and de-duplicated as customers chat across your channels.
Full conversation context
Summaries and key details land on the record, giving reps the story before they reach out.
Enterprise-grade control
Scoped, revocable API access that fits your Salesforce security and permission model.
And that's not all.
Custom object support
Map conversation data to standard or custom objects to fit your org's setup.
Omnichannel capture
Every channel Hala runs on feeds the same Salesforce pipeline, consistently.
Follow-up activities
Hot leads generate tasks for your reps so interest is acted on the same day.
Up and running in three steps.
Connect securely
Authorize the connection with your CRM account in a couple of clicks — credentials stay encrypted.
Map your pipeline
Choose which fields, stages, and record types Hala should create and update after conversations.
Stay in sync automatically
Every chat becomes a lead, a note, or a follow-up in your CRM — with zero manual data entry.
Ready to connect Salesforce with Hala?
Tell us how you work today — we'll show you the integration running on your own workflows in 15 minutes.
No commitment. No setup fees.