Overview
For sales teams that use Salesforce, that is where customer information belongs. MHS Links AI connects to your Salesforce account through the official API, and leads qualified by the assistant are passed to Salesforce along with their conversation summaries.
Each record includes contact details, channel, intent score, appointment details, and a summary of the conversation. The matching Salesforce fields are defined during setup based on your existing configuration, and conversation summaries and sales stages are kept in sync with CRM Core.
What You Can Do
Qualified Lead Transfer
Leads qualified by the assistant are passed to Salesforce, so your team can spend its time on the records that really need attention.
Conversation Summary
A summary of the conversation is added to the record, so your sales rep knows what the customer wants before calling them.
Intent Score and Channel
Every record arrives with a hot, warm, or cold score and the channel the lead came from.
Synced Sales Stages
Conversation summaries and sales stages are kept in sync between CRM Core and Salesforce.
Setup Steps
- 01
Clarify Your Needs with Us
Based on your sales process, we determine which leads go to which Salesforce objects.
- 02
Connect Your Salesforce Account
You grant access on Salesforce’s secure authorization screen, without having to share your password.
- 03
Map the Fields
Fields such as contact details, intent score, and summary are mapped to their Salesforce counterparts.
- 04
Test and Go Live
The transfer is checked with sample records; once you approve, leads start flowing into Salesforce.
Requirements
- A Salesforce account with API access enabled
- A user with the permissions needed to authorize the integration
- A list of the fields to transfer and your sales stages
Data and Security
- The connection is made through the official Salesforce API and secure authorization steps; your password is not shared.
- The fields to transfer are agreed on together during setup, and only the defined information is sent to Salesforce.
For details, see our Privacy Policy.
Which Plans Include It?
This integration is planned as part of your setup, based on your needs. We’ll work out together during setup which plan it’s added to and how.
Write to usFrequently Asked Questions
In most cases, no. The transfer is designed around your existing configuration; if any fields should be added, we review them with you on the setup call.
Yes. Conversations and scores are stored in CRM Core, while qualified leads and sales stages stay in sync with Salesforce. Your team can follow up from whichever system it prefers.
Every record is transferred with its intent score. You can track hot leads separately in your Salesforce list views and reports.