Salesforce + ActiveLens
Salesforce updated from every call, and you see exactly what changed.
ActiveLens finds the right record, proposes field updates from the conversation (previous → new value), and logs the call summary on the call record.
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What happens after every call
The right record, found for you
ActiveLens looks up the lead, contact, account or opportunity by the caller's phone number, email or name. If several records match, you pick the right one.
Field updates, previous next to new
Values heard on the call, like status, industry or city, are proposed in a table with the previous value and the new value. Change any of them before they are saved.
Call summary on the call log
The call summary is logged on the record as a completed call activity, so anyone opening the record sees what was said.
New leads and lead conversion
If the caller isn't in Salesforce yet, create a lead, contact or account from the call. When a lead is ready, convert it from the same screen.
Set up in minutes
Connect Salesforce
Each user signs in with their own Salesforce account. ActiveLens works with that user's Salesforce permissions.
Choose the object and fields
Your admin sets which object ActiveLens looks up and which fields it may update, custom fields included.
Review and approve after each call
Check the proposed changes, edit any value, then click "Do it now" to write them to Salesforce.
From the call to Salesforce
“We moved the head office to Des Moines last month, and we're a finance firm now.”
Customer, Tuesday call
Lead: Jordan Sample, Example Holdings
- City: New York → Des Moines
- State: NY → Iowa
- Industry: Retail → Finance
- Call summary logged on the call activity
You stay in control
How we protect your data- Every proposed change shows the previous value next to the new one. You can edit or leave out any field.
- By default, nothing is written to Salesforce until someone clicks "Do it now". Your admin can let updates the AI is confident about go through on their own.
- ActiveLens reads the records it needs to find the caller. It writes only the fields your admin allows, the records you create or convert, and the call summary.
- Each user connects with their own login, so ActiveLens can't see or change more than they can. Revoke ActiveLens's access in Salesforce at any time to disconnect.
Works with everything else
ActiveLens captures calls from your phone system and meetings from your calendar, then updates Salesforce from all of them. Follow-up emails and tasks are drafted from the same call.
Built for: Insurance Agencies · Financial Services
Questions
Which Salesforce objects are supported?
Leads, contacts, accounts and opportunities. ActiveLens can find and update all four. It can create leads, contacts and accounts; opportunities are created when you convert a lead. Call summaries are logged as completed call activities.
Can we require review before anything is updated?
Yes, and that is the default. Proposed changes wait on the call until someone reviews them and clicks "Do it now".
Does it work with custom fields?
Yes. Any field your Salesforce user can edit, custom fields included, can be added to the list ActiveLens may update. Formula and read-only fields are skipped.
Is call content stored in Salesforce?
Only the call summary, as the description of a call activity, and the field values you approve. The recording and the full transcript stay in ActiveLens.
What if the caller isn't in Salesforce yet?
Search by name, phone or email from the call. If there's still no match, create a new lead, contact or account with details from the call.
Put Salesforce to work on every call.
Free trial · No credit card · Connect with your Salesforce login
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