HiloVoice
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All topics
  1. Getting started
    1. Create your account
    2. Get started with the guided welcome
    3. Invite your team
    4. Keep your number and forward it to your agent
    5. Set up your first agent
    6. A tour of HiloVoice
    7. Get help
  2. Concepts
    1. What HiloVoice does
    2. The five kinds of agent
    3. Phone numbers and caller ID
    4. Campaigns and recipients
    5. Calls, leads and contacts
    6. Roles and permissions
  3. Building an agent
    1. How the builder works
    2. Describe the business
    3. Name the agent and give it a purpose
    4. Set your opening hours
    5. Handle each kind of caller
    6. Choose what the agent asks
    7. Give the agent answers
    8. Shape how a call sounds
    9. Give a Receptionist its number
    10. Write an outbound agent's opening
    11. Set a follow-up's goal
    12. Set when an outbound agent may call
    13. Give an outbound agent a caller ID
    14. Turn callers into leads
    15. Book appointments on a call
    16. Hand calls to a person
    17. Turn away callers you can't help
    18. Let the agent check your records
    19. Send messages after a call
    20. Review and go live
    21. Start a new agent from one you have
    22. Pause, archive or delete an agent
    23. Call new leads within seconds
  4. Agent playbooks
    1. Set up a receptionist for a clinic
    2. Confirm tomorrow's appointments
    3. Check the details you hold
    4. Ask for feedback after a visit
    5. Follow up on open quotes
  5. Testing and going live
    1. Test an agent with Try it
    2. Put a Receptionist on the web
    3. Check an agent before real calls reach it
    4. Your responsibilities on calls
  6. Campaigns
    1. How a campaign runs
    2. Create a campaign
    3. Import a campaign's recipients
    4. Set a campaign's calling hours and retries
    5. Monitor a running campaign
    6. Work the Needs a person queue
    7. Call a recipient again
    8. Read a follow-up's progress
  7. Day-to-day operations
    1. The Usage page
    2. Review your calls
    3. Follow up your leads
    4. Keep your contacts up to date
    5. Set up transfer destinations
    6. Put callers straight through to a person
    7. Block a number
    8. Keep up with notifications
  8. Integrations
    1. What you can connect
    2. Connect your own Twilio account
    3. Connect your calendar
    4. Send email from your own address
    5. Connect HubSpot
    6. Connect Salesforce
    7. Connect Slack
    8. Connect Zapier
    9. Send leads to your own system
    10. Add a lookup source
  9. Administration
    1. Change your organization's settings
    2. Manage members and roles
    3. Manage your phone numbers
    4. Plans, minutes and limits
    5. Make and revoke API keys
    6. Check who did what in the activity log
    7. Manage your own account
    8. Join the HiloVoice affiliate program
  10. Reference
    1. Glossary
    2. Campaign statuses
    3. Recipient statuses
    4. Follow-up dispositions
    5. Call statuses and outcomes
    6. Agent builder fields
    7. CSV columns
    8. Error messages
    9. Frequently asked questions

Connect Salesforce

For OwnersChecked against the app on October 2, 2026

Connect Salesforce and HiloVoice keeps your CRM up to date. An agent with a Send to your CRM action logs each call as a task on the caller's Contact or Lead, makes a Lead for someone new, and can open or move along an Opportunity. Any lead can be sent over from the Leads page.

Before you start

  • You're an Owner, Admin or Builder, and you can sign in to Salesforce as the user HiloVoice should work as. The tasks, Leads and Opportunities HiloVoice makes are created by that user, and it sees only what they can see.
  • Your Salesforce edition has API access: Enterprise, Unlimited, Developer, or Professional with the API added.
  • Salesforce is on Growth and up, like HubSpot. The free trial includes it.
  • One CRM at a time. If HubSpot is connected, disconnect it first.

Steps

  1. In HiloVoice, open Settings → Integrations and click Salesforce.
  2. Click Sign in with Salesforce, and sign in on Salesforce's page.
  3. Click Allow. HiloVoice asks to work with your data through the API, and to keep access while nobody is signed in, so calls are logged on their own.

You're back on Integrations, and the row reads Connected, with your Salesforce organization's name.

Log each call in Salesforce

  1. Open the agent's after-call list. On a Receptionist, click Caller Handling, then a kind of caller's After the call tab, or use After every call. On an outbound agent, open Optional and click After the Call.
  2. Click Add an action, then Send to your CRM. It's offered once Salesforce is connected.
  3. To open an Opportunity too, tick Also open a deal. The Pipeline is Opportunities; choose the Stage a new one starts at. Only open stages are offered.
  4. Under Deal name, type a name if you want one; type {{ to drop in an answer. Left blank, it's the person and what the call was about.
  5. To move Opportunities along as calls go, set a stage beside each of the agent's outcomes under Stage by the call's outcome. Leave the rest on Leave it.
  6. Publish on Review & Go Live.

After each call the list covers, HiloVoice looks for the person among your Contacts and Leads by the number on the line, then by the email the call captured. A Contact is used before a Lead. When there's nobody, it makes a Lead. Salesforce needs a last name and a company on a Lead, so either one the caller didn't give reads (not given).

The call is logged as a completed task on them, with the outcome, the agent, how long it took, the summary, any appointment it booked, moved or cancelled, what was captured, and a link to the recording and transcript in HiloVoice.

Opportunities belong to Contacts. For a Contact with Also open a deal, HiloVoice uses their open Opportunity, or opens one on their account. A call whose outcome has a stage moves it there when that's further along, never back. For a Lead, the call is logged and no Opportunity is opened; convert the Lead in Salesforce and the next call opens one.

On the call's After the call tab, the line reads Synced to Salesforce, Synced to Salesforce and opened an Opportunity, Synced to Salesforce, and moved their Opportunity to …, Synced to Salesforce, on their open Opportunity, or Synced to Salesforce; no Opportunity — they're a Lead.

Send a lead to Salesforce

On Leads, open a lead, click Actions, then Send to Salesforce. HiloVoice finds or makes the Contact or Lead and adds a note to it as a task: the lead's status, outcome, score and what counted, the summary and every answer. Open in Salesforce in the message takes you to it. The lead's History records it.

What happens next

  • Calls from Try it are logged too, when there's a number or an email to log them against.
  • If Salesforce stops accepting the sign-in (it was revoked, the user was deactivated, or their password policy ended it), the row says Needs attention and owners, admins and builders are told. Click Use a different account on its Connection tab and sign in again.
  • After Disconnect, HiloVoice hands the sign-in back to Salesforce. Agents skip Send to your CRM, and a lead's menu says Send to CRM with Set up.

If it does not work

You seeWhyWhat to do
Salesforce wasn't connected after clicking AllowSalesforce refused the sign-in, or it took longer than a quarter of an hourStart again from Integrations.
Salesforce no longer accepts HiloVoice's sign-in…The access was revoked, or the user changedSign in again under Use a different account.
HubSpot is connected. HiloVoice sends to one CRM at a time: disconnect HubSpot first.HubSpot is already your CRMDisconnect HubSpot first.
Salesforce says the API isn't enabledYour edition, or the user's profile, has no API accessTurn on API Enabled for the user's profile, or ask Salesforce about API access.
Synced to Salesforce; no Opportunity — they're a LeadOpportunities open for Contacts onlyConvert the Lead in Salesforce.
Send to your CRM isn't offered under Add an actionSalesforce isn't connected, or needs attentionConnect it, or put it right, on Settings → Integrations.