Salesforce
In KarumiSync Karumi conversations and qualified leads to Salesforce, and follow up with the full context of every lead.
Keep Salesforce up to date with every conversation Karumi’s agent has on your site.
Stop copying notes between tools. Karumi’s agent answers visitors’ questions, qualifies them in real time and moves them into a live demo, then sends the session, transcript and qualification data to Salesforce, so your reps pick up exactly where the conversation left off.
How this integration supercharges your workspace:
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Automatic lead syncing
Keep Salesforce updated by creating or updating lead records whenever a visitor talks to the Karumi agent.
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Full conversation logs
Sync transcripts, summaries and qualification data to Salesforce, so the context travels with the record.
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Form data capture
Pass the details visitors share in a session, like the email they leave to start a demo, to Salesforce.
See Salesforce data in Karumi
Get complete context on who you’re chatting with in real-time
Use cases
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Route qualified demo leads to reps
The agent qualifies visitors in real time and works out where each one should go — self-serve, a rep, or neither. The session is written to Salesforce so the owning rep can pick it up.
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Keep records current after every AI demo
Transcripts, summaries and qualification data sync to Salesforce, so records reflect the conversation without anyone typing up notes.
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Give AEs context before the call
Prospects arrive already product-aware, and their transcript and questions are already in Salesforce when the rep opens the record.
Data that flows between Karumi and Salesforce
| Data | What it is |
|---|---|
| Lead records | Leads created or updated in Salesforce from sessions |
| Transcripts & summaries | What was said in the chat or the live demo |
| Qualification data | How the agent qualified the visitor in real time |
| Engagement data & session insights | What the visitor engaged with and asked about |
| Form data | Details the visitor submitted, such as their email |
FAQ
What does Karumi send to Salesforce?
Karumi can sync transcripts, summaries, qualification data and custom fields to your CRM, and writes the session to Salesforce whether the visitor went self-serve, to a rep, or neither.
Which Karumi plans include CRM export?
Data export to CRM is included in both the Self-serve and Enterprise plans.
Do I need engineering to connect Salesforce?
No engineering on your side: Karumi’s rollout is live in two weeks. Talk to sales to go through how Salesforce fits into your setup.
Is my data secure?
Karumi is GDPR compliant, and the Enterprise plan includes SOC 2 Type II and ISO 27001. With scoped actions, you define what the agent can see, say and do, per audience.
Is session data used to train AI models?
No. Your data stays yours: session recordings, transcripts and visitor inputs are never used to train models.
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