Salesforce integration: your records update themselves

After every call or meeting, Bloom AI writes the recap and next steps on the right Salesforce record. Your reps never retype a thing.

For every Bloom AI product

Cloud Telephony Bloom AI Connect Bloom AI Soon Meeting Bloom AI Soon
See plans Read the setup guide

Launch offer: included from the Standard plan, for a limited time.

What reaches Salesforce

Every conversation updates the record

As soon as the conversation ends, the recap is on the right contact's record. No form to fill in.

Call recap Nexa · 12 min
Summary
Nexa wants to equip 8 reps before September.
Key topics
Budget to approve internally. The VP of Sales decides after the review.
Next steps
Send the proposal before the internal review.
Meeting booked
Demo on April 14, with their team.

Written by Bloom AI on the Salesforce record, with zero typing.

  • Cloud Telephony Available

    • The recap of every call, with its next steps
    • The recap of your meetings, dictated as a voice note
    See everything Bloom AI writes in your CRM

  • Connect Soon

    • The recap of calls made from your current phone system
    • The recap of your meetings, dictated as a voice note

  • Meeting Soon

    • The recap of your Teams, Zoom and Google Meet meetings
    • Decisions and next steps

For the whole team

Everyone gains, with no new tool

  • Sales rep

    Nothing left to retype

    They hang up: the record is already up to date. Straight on to the next call.

  • Sales manager

    Reviews based on facts

    Every conversation is on the right record. Reviews start from what was actually said.

  • Leadership

    A pipeline you can trust

    No more empty records or forgotten meetings. Forecasts rest on current data.

Our guarantees

Clean, reliable data

  • Never a duplicate

    Each conversation shows up only once in Salesforce. Nothing to clean up.

  • Always the right record

    Bloom AI finds the contact by phone number. When in doubt, it asks you instead of guessing.

  • We fill Salesforce, we take nothing

    Bloom AI just adds your recaps. It reads only what it needs to put each recap on the right record: your database is never copied, your contacts never changed.

Setup

Up and running in three steps

An admin prepares your CRM once, then links your team in Bloom AI.

  1. Prepare Salesforce

    An admin installs the Bloom AI package in Salesforce and checks the connecting account’s permissions.

  2. Connect Salesforce

    In the Integrations section of Bloom AI, connect Salesforce and approve access.

  3. Link your team

    Link each rep to their Salesforce user. Recaps arrive from the next conversation.

What you need

  • A paid Bloom AI plan or an active trial
  • A Bloom AI admin and a Salesforce admin
  • A Salesforce organization with API access and the Bloom AI package installed
Launch offer

Included from the Standard plan

The CRM integration is part of the Professional plan. For its launch, it's also included in Standard, for a limited time.

See the full setup guide

Salesforce integration FAQ

Which Bloom AI products work with Salesforce?

Cloud Telephony, today. Connect and Meeting will get it at launch, with the same integration.

What exactly reaches Salesforce?

One activity per conversation, on the right contact record: the recap (summary, key topics, next steps, meeting booked) and the conversation details (date, duration, rep). Meetings dictated as a voice note arrive too, once they are linked to a contact.

Which plan do I need?

The CRM integration is part of the Professional plan. As a launch offer, it's also included in Standard for a limited time, and it works during your trial.

What do I need to install in Salesforce?

An admin installs the Bloom AI package in Salesforce and checks the connecting account’s permissions. The guide covers preparation.

Can Bloom AI create duplicates in Salesforce?

No. A conversation sent twice shows up only once. And Bloom AI only creates a contact if you have allowed it.

Will my past conversations be sent to Salesforce?

No. Only conversations that happen after you connect are sent. Your history stays available in Bloom AI.

What data leaves Bloom AI?

Only the recap and the conversation details. Recordings, transcripts and scores stay in Bloom AI, hosted in Canada.

How do I connect Salesforce to Bloom AI?

An admin prepares Salesforce, then authorizes the connection from the Integrations section of Bloom AI. The guide covers every step.

Other CRM integrations

Bloom AI connects to other CRMs too. Here's where each one stands.

Your conversations in Salesforce, with no retyping

Connect Salesforce once. From then on, every call and meeting updates your records.

See plans Book a demo
  • Calls and meetings
  • Never a duplicate
  • Only the recap leaves
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