CRM Integration
BizRnR + Salesforce
Enterprise-grade AI voice agent that lands every call in Salesforce.
How it works
BizRnR connects to Salesforce so your AI receptionist creates leads, contacts, opportunities, and cases directly in your org. Supports Sales Cloud, Service Cloud, and custom objects. For mid-market and enterprise-adjacent small businesses standardized on Salesforce, BizRnR replaces the "answering service that takes messages and emails them to us" workflow with a real voice agent that creates records in real time.
Three ways small businesses use this
Lead creation from inbound calls
Every qualified call creates a Salesforce Lead with source, status, call transcript, and recording URL attached as a Task.
Service Cloud case intake
Existing-customer support calls create a Case in Service Cloud with the transcript, severity triage, and routing to the right queue.
Opportunity creation for qualified sales calls
High-value sales calls create an Opportunity in the right pipeline stage, attached to the contact or account record.
How to connect
1. Create a Salesforce Connected App
In Salesforce Setup: App Manager → New Connected App with API scope for leads, contacts, cases, and opportunities.
2. Configure OAuth in BizRnR
Settings → Integrations → Salesforce → paste consumer key + secret. Authorize via OAuth flow.
3. Map objects + validation rules
Match BizRnR fields to Salesforce objects. Confirm any required fields or validation rules will not block record creation.
FAQs
Does BizRnR support Salesforce Sandbox?
Yes. Connect to a sandbox org first to validate field mappings before pointing at production.
Does it work with custom objects?
Yes. BizRnR can write to any standard or custom object exposed via the Salesforce API, with field mappings configured in the dashboard.
What about Salesforce Shield and Field Audit Trail?
Compatible. BizRnR writes through the standard API, so Shield encryption and audit trails apply normally to all AI-created records.
Related case studies
How Premier Real Estate Group grew booked showings 340% in their first month with BizRnR
A 12-agent real estate team in the Southwest deployed BizRnR and 3.4×d their booked showings in 30 days by answering inbound calls in under 2 rings, 24/7.
Rodriguez HVAC: $184K in captured after-hours emergency revenue in 90 days
A Phoenix HVAC contractor went from missing 62% of after-hours emergency calls to catching 98% — and added $184K in captured revenue in the first quarter.
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BizRnR + HubSpot
Every AI call becomes a HubSpot contact, deal, or ticket — automatically.
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