Salesforce ♥ Conversion24.
Your CRM. Our follow-up. More appointments.

Salesforce + Conversion24. The best of both worlds.

You have already invested in Salesforce: your customer records, lead ownership, pipeline and reporting. Keep that foundation. Conversion24 connects the follow-up operation around it, helping turn the interest in those records into booked appointments.

Your CRM remains the source of truth. Your team keeps working in Salesforce, while Conversion24 carries out the selected messaging and voice playbook. The agreed outcomes come back to the original record, ready for your team to take the next step.

Take your Salesforce automation further.

Keep the CRM automation that already works for you. Conversion24 adds an appointment-focused follow-up service: the selected contact attempts, replies, retries and booking steps get carried out while your team works with customers.

The extra value is execution and experience. You are adding playbooks shaped by years of following up millions of leads, with the goal of more appointments and less repetitive chasing. You do not need to move your pipeline or replace the system your team knows.

Coordinate the existing Salesforce workflows with the Conversion24 playbook so the same lead does not receive two competing sequences. Your CRM remains in charge of ownership and sales stages; follow-up outcomes inform the next action.

Salesforce already offers automation through Flow and Sales Engagement cadences. Conversion24 complements that setup with the configured follow-up service; it does not rely on the claim that Salesforce cannot automate.

Salesforce Sales Engagement documentation

Built around your Salesforce workflow.

Give a Salesforce campaign a dedicated AI follow-up operation rather than another prediction score. Conversion24 executes the chosen sequence against eligible enquiries and supports appointment booking. Agree the required business facts, stop conditions and CRM result mapping before launch. Test an existing Contact and a newly converted Lead separately so the automation follows the correct record throughout its lifecycle.

Start with a clear audience already in Salesforce and a useful appointment goal. Preserve the lead source and responsible owner, and agree the return fields. That gives your team continuity from the original enquiry to the appointment and the eventual sale.

All your follow-up results. Back in Salesforce.

Make Salesforce the place where your team sees what happened. Through the configured connection, return the agreed contact outcomes, appointment details and follow-up status to the matching record. Your team should be able to see the next step without copying updates between systems.

Define the fields together: reached or no response, booked appointment, relevant optional answers and opt-out status. What is written back depends on the agreed integration. A message delivered, a call answered, an appointment booked and a sale remain distinct results.

Keep reporting connected to your original lead sources. Compare appointments, attendance and sales in Salesforce to understand the value of your existing lead investment. Better conversion and lower follow-up costs are the goals; measure them against your own starting point.

Connect to your CRM. Keep your way of working.

We list Salesforce among our CRM connections. We agree the lead trigger, permissions, fields and appointment route for your account before activation.

The principle is simple: selected leads go to Conversion24, the playbook runs, and the agreed results return to Salesforce. We prepare the connection around your process, including what should happen when a lead is already being handled or has booked elsewhere.

Your team retains control over the audience, channels, appointment availability and contact windows. We handle the follow-up execution within that configuration. No CRM migration is needed for this approach.

Respond while your team is busy. Keep follow-up moving.

Leads can enter Salesforce from your website, paid campaigns, comparison sites or lead partners while the responsible colleague is in a meeting. Every enquiry represents time or money invested, and another provider may be contacting the same person.

Conversion24’s AI engine is available 24/7. Outgoing attempts follow your agreed contact windows, with the next permitted step carried out when the previous attempt receives no reply. Your team can focus on appointments, advice and sales instead of repeatedly checking a task queue.

Book directly. Validation questions are optional.

Your lead has already shown interest. Offer the agreed appointment directly, or add up to two short validation questions if your business wants them. Reuse information already held in Salesforce rather than asking the lead to start again.

You remain the specialist. Advice, quotations, qualification decisions and sales stay with your team. Conversion24 follows up towards the appointment, with confirmations and reminders supporting the booked meeting.

Big-brand experience. Connected to your CRM.

We work with XPENG, Randstad, KPN, Allianz and Sonova. Years of experience and millions of leads followed up inform the playbooks your business can use alongside Salesforce. These customer names describe our follow-up experience, not their choice of CRM.

Bring that experience to your existing operation. More appointments, more value from the lead budget you already spend, and less manual follow-up for your team: that is the purpose of Salesforce and Conversion24 working together.