Connect Recall.ai and Salesforce
Integrate Recall.ai with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Contact to Campaign in Salesforce when New Recording Becomes Ready in Recall.ai
Add Lead To Campaign in Salesforce when New Recording Becomes Ready in Recall.ai
Create Attachment in Salesforce when New Recording Becomes Ready in Recall.ai
Create Contact in Salesforce when New Recording Becomes Ready in Recall.ai
Create Note in Salesforce when New Recording Becomes Ready in Recall.ai
Popular Recall.ai + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
Recall.ai
When this happens...
New Recording Becomes Ready
New Transcript Completed
New Webhook Event
Choose an action
Salesforce
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Add Contact to Campaign dev
Add Contact to Campaign in Salesforce when New Recording Becomes Ready in Recall.ai
Use this flowAdd Lead To Campaign in Salesforce when New Recording Becomes Ready in Recall.ai
Use this flowCreate Attachment in Salesforce when New Recording Becomes Ready in Recall.ai
Use this flowCreate Contact in Salesforce when New Recording Becomes Ready in Recall.ai
Use this flowCreate Note in Salesforce when New Recording Becomes Ready in Recall.ai
Use this flowUpdate Contact in Salesforce when New Recording Becomes Ready in Recall.ai
Use this flowCreate Lead in Salesforce when New Recording Becomes Ready in Recall.ai
Use this flowUpdate Lead in Salesforce when New Recording Becomes Ready in Recall.ai
Use this flowCreate Account in Salesforce when New Recording Becomes Ready in Recall.ai
Use this flowCreate Campaign in Salesforce when New Recording Becomes Ready in Recall.ai
Use this flowSupported Triggers & Actions
Everything you can automate between Recall.ai and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
New Recording Becomes Ready
Runs when a recording becomes ready and its media is available; you can set the lookback window (minutes).
New Transcript Completed
Runs when a transcript finishes processing.
New Webhook Event
Runs when Recall.ai sends a bot, recording or transcript status event to your webhook.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Do thisActions
Action is the task that follows automatically within your Recall.ai integrations.
Get Bot
Get a bot with its status history, recordings and download links.
List Bots
List bots filtered by status, platform, meeting link or join time.
Update Scheduled Bot
Change the name, join time, meeting link or settings of a bot that has not joined yet.
Send Bot to Meeting
Send a bot to a Zoom, Google Meet, Teams or Webex meeting now or at a set time to record and transcribe it.
Delete Scheduled Bot
Delete a scheduled bot that has not joined its meeting yet.
Send Chat Message
Send a chat message from a bot into its meeting.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Recall.ai
Recall.ai provides developer APIs for recording, transcribing, and analyzing meetings across Zoom, Google Meet, Microsoft Teams, Webex and more. Send meeting bots, get recordings and transcripts, and schedule bots from connected calendars.
Learn more
About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Recall.ai and Salesforce accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Recall.ai and Salesforce as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesforce. No coding required.
Yes. You can set up a workflow where Recall.ai triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in Recall.ai. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Recall.ai and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Recall.ai and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
