Avoma + Salesforce + AI by Zapier

Analyze buying signals from Avoma conversations and update Salesforce contacts

Turning conversation transcripts into actionable sales intelligence usually takes time your team doesn't have. This automation analyzes each completed Avoma conversation with AI to extract buying signals, then updates the matching Salesforce contact automatically—so your reps always have deal-critical context without digging through recordings.

When this happens...
New ConversationTriggers when a new conversation (call or meeting) is processed by Avoma.
TriggerInstant
automatically do this...
Analyze and Return DataExtract data, analyze information, generate content — and more
ActionWrite
then do this!
Update ContactUpdates an existing contact in Salesforce.
ActionWrite

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More things you can do with these apps

Discover other triggers and actions you can use with Avoma, AI by Zapier, and more

New Conversation
Triggers when a new conversation (call or meeting) is processed by Avoma.
Trigger
Instant
Try It
- URL to Extract Content From
  Required
Action
Write
- URLs to Search Across
  Required
- What to Search For
  Required
- Number of Results
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It

- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- External ID
  Required
- Caller Phone Number
  Required
- Recipient Phone Number
  Required
- User Email
  Required
- Recording URL
  Required
- Source
  Required
- Direction
  Required
- Start Time
  Required
- Email
  Required
- Name
- Caller Name
- Name of the recipient
- Was the call answered?
Action
Write
- Provider
  Required
- Authentication
  Required
- Model
  Required
- Prompt
  Required
- Input fields
- Knowledge Sources
- Output fields
- Return as an array of objects?
- Zap_id
- Zap_step_id
- Zap_run_id
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Avoma

Avoma is an AI platform that automates meeting notes, coaching, and forecasting with Conversation & Revenue Intelligence to help teams move faster and smarter

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Related categories

AI Meeting Assistants

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Premium

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About AI by Zapier

Smart task and text handling powered by a flexible AI. Create text prompts to perform standard tasks like extracting lead (or other) data or answer discrete questions like "where should this message be routed?". Or, create your own!

Learn moreLearn moreHelpHelp

Related categories

AI Assistants

Premium

Related Zap Templates

Create Salesforce records for new Avoma conversations

Related Zap Templates

Create Salesforce records for new Avoma conversations