The ultimate conversation intelligence platform, built natively for Salesforce.
RocketPhone doesn't just connect to Salesforce , it amplifies it. From real-time call processing to deep workflow automation, every conversation becomes actionable CRM intelligence.
Better together
Whether you're in sales, service or support, this is the integration you've been waiting for.
Achieve Agentforce's full potential
Capture the entire spectrum of customer interactions , not just data that lives inside Salesforce.
A dynamic system of record
Draw on the richest possible dataset, sourced directly from real conversations.
Data-driven competitive advantage
Empower your company to make decisions that drive real, measurable advantage.
Fast, deep and flexible
Built from the ground up to work seamlessly inside Salesforce. Not a click-to-dial plugin , a fully native experience bringing voice and video conversations into the heart of your CRM.
- True real-time call visibility and metadata in Salesforce
- Auto-association with Leads, Contacts, Opportunities and Cases
- Deep support for custom objects, flows and layouts
- Streams conversation intelligence into Lightning Web Components , turning static screens into living, AI-powered decision engines
- Embed RocketPhone in Sales or Service Cloud Console
- Compatible with any Lightning App
- Minimal setup, rapid deployment
- Works on desktop & Salesforce mobile
- Native for enterprise service teams
- Transcription, intent detection & Einstein integration
- Omnichannel ready for true contact-centre unification
Bookmark anything. Automate everything.
During a call, agents bookmark key moments , pricing, objections, competitor mentions or GDPR disclosures , saved as structured Salesforce objects, tied to the call.
Trigger Flows
Kick off Flows or Process Builders in real time.
Populate fields
Fill custom fields and related records mid-call.
Automate handoffs
Alerts, tasks and follow-ups , while the call is still happening.
No more post-call admin. No more missed insights.
Why wait until the call ends?
RocketPhone's real-time forms and custom-object completion turn Salesforce from a place you update after the fact into a system that lives inside the conversation.
- Forms completed in real time , opportunity updates, qualification checklists, survey responses and more
- Custom objects supported, fully in-line and synced live to Salesforce
- Data accuracy goes up. Admin time goes down.
Agentforce automates the routine. RocketPhone takes over what matters.
Agentforce is your tireless frontline , triaging volume, resolving repetitive tasks. But when a high-value deal, sensitive complaint or regulatory risk shows up, RocketPhone takes over.
Fully automated password resets, balance checks and appointment confirmations.
Enterprise sales calls with multiple stakeholders, customer escalations and compliance-sensitive conversations in regulated industries.
No matter which Cloud, conversation data flows
- Auto-log compliance disclosures & advice notes
- Trigger KYC, AML or onboarding flows mid-call
- Populate Financial Accounts and Goals in real time
- Capture care plan updates & symptoms live
- Generate tasks for follow-ups, referrals and consents
- Link interactions to patients, providers and journeys
- Capture demand signals and pricing objections live
- Sync to custom quoting & forecasting objects
- Automate BOM updates and partner follow-ups via Flow
- Log outages, service requests & compliance issues mid-call
- Populate work orders and consent records live
- Trigger dispatch actions or workflow escalations automatically
- Track enrolment, funding eligibility and parent queries
- Bookmark moments that trigger engagement journeys
- Update Education History and Programme records instantly
Why RocketPhone for Salesforce?
Ready to talk?
Find out how RocketPhone brings customer insights across every conversation into Salesforce in real time, for AI-powered business decision making.
Get in touch