AI Studio · Salesforce
Speed-to-lead calling with Salesforce
The best time to call an inbound lead is minutes after they fill in your form, not the next morning. Yet most sales teams reach new Salesforce leads hours or days later, after the buyer has already spoken to someone else. Finaley AI Studio calls every new inbound lead almost immediately, confirms what they need, and books a meeting with the right salesperson while their interest is still fresh.
Why inbound leads cool down
Inbound leads arrive at all hours, often in bursts after a campaign or event. Reps are in meetings, routing rules take time to assign owners, and leads that arrive in the evening wait until the next day. By the time someone calls, the buyer may not remember filling in the form. Marketing spends money to create interest that sales cannot respond to quickly enough, and nobody can say how much pipeline is lost to slow follow-up.
How the automation runs
- 1
Trigger on new leads
AI agentAs soon as a new inbound lead is created in Salesforce, the agent checks it against your rules for which leads should be called.
- 2
Call within minutes
AI agentAn AI caller rings the lead, mentions the form or campaign they responded to and asks what prompted their enquiry.
- 3
Qualify the need
AI agentIt asks your qualifying questions about company, role, problem and timing, and records the answers on the lead in Salesforce.
- 4
Book the right salesperson
AI agentQualified leads are booked into the calendar of the owner chosen by your routing rules, with a summary of the call attached.
- 5
Retry and follow up
AI agentLeads who do not answer receive a short message and a retry at a better time, following the cadence you set.
- 6
Sales lead review
Professional checkYour sales lead reviews call summaries and qualification decisions each week and adjusts the rules for which leads are called.
Connected to your Salesforce org
Finaley works with your Salesforce leads, campaigns, assignment rules and activity history through the Salesforce API, under a user with only the permissions it needs. Calls are logged as activities with recordings and summaries, and meetings land in the calendars your reps already use, so nothing about your Salesforce setup has to change.
Rules set by your sales leadership
Your sales lead decides which leads are called, what is said and when a meeting should be booked. Large or strategic accounts can be excluded from automated calling entirely and routed straight to a senior salesperson, and every call can be reviewed later.
What you get
- Inbound leads called within minutes, day or night
- Meetings booked while buyer interest is highest
- Every call logged in Salesforce with a summary
- Clear data on how response time affects conversion
Questions
Is calling a lead so quickly too pushy?
Callers introduce themselves clearly, reference the enquiry the lead just made and keep the call short and helpful. Most people who have just asked for information welcome a prompt answer, and anyone who prefers email can say so on the call.
What about leads that arrive late at night?
You choose calling hours for each region. Leads outside those hours receive a short message straight away and are called at the start of the next calling window.
Can we exclude certain leads from automated calls?
Yes. You can exclude leads by company size, region, campaign or any field in Salesforce. Many teams route their largest prospects directly to a senior salesperson instead.
Does it work with our existing lead routing?
Yes. The automation follows your Salesforce assignment rules to choose the owner and books the meeting in that person's calendar, so routing stays under your admin's control.
How do we start?
Share your inbound lead sources, your qualification questions and your routing rules. We test the caller internally, then switch it on for one campaign before extending it to all inbound leads.
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Show us how your team does it.
Send a screen recording or book a call. We build it, test it on your past work, and only switch it on when the results match your team's.