Your CRM, in every job the AI works.
Aimdoc works each customer's jobs with the context in Salesforce, and writes back what it did to the records your team already works.
Free to start with 10,000 credits. No credit card required.
Salesforce only knows what you write into it.
Your team runs accounts from Salesforce. When AI does work for your customers, that work needs to land on the record, or nobody can see it. Aimdoc closes that loop.
Every customer, on record
Each person Aimdoc works with is matched to their Salesforce record by email, or created when there isn't one, on the object your team works.
No context-switching
Salesforce is the cockpit. Aimdoc keeps the conversation and what it learned right on the record.
Your rules keep working
Reports and rules only work when fields are filled in. Aimdoc writes mapped fields the moment a record is created or changes.
What lands in Salesforce
Object-aware syncing that respects how your team already runs Salesforce.
Lead, Contact, and Account sync
Choose the object your team works. Aimdoc creates or updates Salesforce Leads, Contacts, and Accounts to match.
The work on every Salesforce record
What the customer asked and what the AI did lives on the Salesforce record. No second tool, no copy-paste.
Per-object field mapping
Configure separate mappings for Leads, Contacts, and Accounts. Standard fields, custom fields, and default values all flow into the right places.
Clean handoff to your team
When a customer needs a person, the context is already on the record. Your team opens Salesforce and picks it up.
From the work to the record
Aimdoc does the work. Salesforce stays the source of truth.
A customer asks for something
In your app, over email, or on your site. Aimdoc knows who they are and what account they belong to.
Aimdoc does the work
It acts as that customer through your product, and captures what it learns along the way.
Lead, Contact, or Account is created
Aimdoc syncs to the Salesforce object your team uses, with mapped fields and the running conversation.
Your team sees it in Salesforce
The conversation and what the AI did sit on the record, ready when someone picks up the account.
Built for teams that run on Salesforce
Three ways teams put Aimdoc and Salesforce to work.
Context for every job
Aimdoc matches each customer to their Salesforce record, so the work it does starts from what your team already knows.
Account-level history
Work for anyone at a customer lands against the matching Salesforce Account, with full context.
Visibility for account owners
Account owners can read every conversation and what the AI did without leaving the record.
Salesforce integration FAQ
The questions buyers ask before they connect Salesforce.
Lead, Contact, or Account — which object should Aimdoc sync to?
Whichever your team works. Lead, Contact, and Account are all supported, with separate field mappings per object.
Will Aimdoc create duplicates in Salesforce?
No. Aimdoc matches by email and updates the existing record instead of creating a duplicate. Mapped fields keep updating as the conversation continues so the record reflects the latest known state.
Can I sync to custom Salesforce fields?
Yes. Map what Aimdoc captures into custom fields so your existing Salesforce reports and rules keep working.
How is this different from a chatbot connected to Salesforce?
A chatbot answers and logs. Aimdoc does work for your customers through your product, takes on ongoing jobs, and writes a clean record of it into Salesforce. The CRM stays the source of truth — Aimdoc handles the conversation.
How long does setup take?
A few minutes to connect Salesforce via OAuth, plus the time it takes to configure your field mapping for each object. Detailed steps live in the docs.
Keep Salesforce in step with the work.
Connect Aimdoc to Salesforce, and every job the AI works shows up on the record.
Prefer the technical walkthrough? Read the Salesforce integration setup docs.