Bring Salesforce-grade qualification to every website visitor.
An AI sales agent that qualifies inbound traffic in real time and writes clean Leads, Contacts, and Accounts into Salesforce — so reps work the right records with the right context.
14-day free trial. No credit card required.
Salesforce only knows what you write into it.
Reps live in Salesforce. But the qualification that should drive the right record, the right rep, and the right next step usually never makes it past the contact form. Aimdoc closes that loop.
Form-only qualification is too thin
Five form fields don't tell a rep how to run a first call. Aimdoc captures use case, fit, and intent in conversation, then writes them into the Salesforce object your team works.
Your reps shouldn't context-switch
Salesforce is the cockpit. Aimdoc keeps the transcript and qualification answers right on the record so reps can prep without bouncing tools.
Routing rules need real data
Round-robin and SLA rules only work when records have the right fields populated. Aimdoc lands the data routing depends on, the moment the contact is created.
What lands in Salesforce
Object-aware syncing that respects how your team already runs Salesforce.
Lead, Contact, and Account sync
Choose the object that matches your motion. Aimdoc creates or updates Salesforce Leads, Contacts, and Accounts based on the workflow your team already runs.
Transcript on every Salesforce record
The full conversation lives on the Salesforce record so reps can review what the visitor said before reaching out — no second tool, no copy-paste.
Per-object field mapping
Configure separate mappings for Leads, Contacts, and Accounts. Standard fields, custom fields, qualification answers, and default values all flow into the right places.
Faster, cleaner handoff
Aimdoc finishes qualification before the rep gets paged. They open Salesforce, read the answers, scan the transcript, and run a focused first call.
Website visitor to Salesforce-ready record in one flow
Aimdoc owns the website conversation. Salesforce stays the system of record.
Visitor lands on a page
Aimdoc engages with page-aware prompts and answers questions in real time.
Aimdoc qualifies in conversation
Use case, company size, intent, and stack are captured naturally during the chat.
Lead, Contact, or Account is created
Aimdoc syncs to the Salesforce object your motion uses, with mapped fields and the live transcript.
Rep runs a focused first call
The transcript and qualification answers sit on the record so reps prep in Salesforce, not in five tabs.
Built for Salesforce-native revenue teams
Three ways teams put Aimdoc + Salesforce to work.
Inbound qualification before round-robin
Aimdoc qualifies the visitor, sets the right Salesforce fields, and lets your existing routing logic do the rest.
ABM motion enrichment
When a target account visits, Aimdoc hands the conversation off into Salesforce against the matching Account, with full context.
Post-handoff visibility for AEs
AEs working a deal in Salesforce can read the full website conversation history 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. Most B2B teams using Aimdoc sync to Lead first and convert downstream, but Contact-first and Account-first motions are fully 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. Mapping qualification answers and Aimdoc Data Capture fields into custom fields is the standard setup, so existing Salesforce reports and routing rules just work.
How is this different from a Salesforce-native chatbot?
Aimdoc is a website-first AI sales agent that drives qualification before Salesforce gets involved. It handles deep, multi-turn conversations, then writes a clean record 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.
Make Salesforce the cockpit your reps actually want to live in.
Connect Aimdoc to Salesforce and start enriching every inbound record with conversation-grade qualification.
Prefer the technical walkthrough? Read the Salesforce integration setup docs.