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Integration Guide

AgentCollect + Salesforce

Connect Salesforce CRM to AgentCollect. When opportunities close-lost on unpaid invoices, AI agents automatically initiate collection — all logged back to the Salesforce record.

SF
Salesforce
Opportunity / Account
→
AC
AgentCollect
AI collection agents
→
$
Payment
Collected & synced back
How It Works

Three steps to automated collection

Step 01 — Connect

Authorize Salesforce

Connect your Salesforce org in one click via OAuth. AgentCollect reads your Opportunity, Account, Contact, and Invoice objects. No custom objects or code required.

Step 02 — Configure

Set your trigger rules

Define which conditions trigger collection: deal stage, invoice age, amount threshold, or a custom Salesforce field. Use Process Builder or Flow to call AgentCollect's API directly from Salesforce.

Step 03 — Collect

AI agents take over

AgentCollect sends emails, makes AI voice calls, and escalates to attorney demand letters — all under your brand. Every activity is logged back to the Salesforce record in real time.

Data Sync

What syncs between Salesforce and AgentCollect

Data Direction Object in Salesforce
Overdue Opportunity / Invoice records SF → AC Opportunity, Invoice__c
Collection activities (emails, calls, letters) AC → SF Activity, Task
Contact info enriched by AgentCollect AC → SF Contact
Collection status updates AC → SF Opportunity, Custom Field
Payment received confirmation AC → SF Opportunity Stage, Invoice Status
Key Benefits

Why finance and sales ops teams love this

🔄

True bi-directional sync

Collection activities log as Salesforce Activities and Tasks. Collection status is visible on Account and Opportunity records. Your team sees everything without leaving Salesforce.

⚡

Process Builder & Flow triggers

Trigger collection automatically from any Salesforce workflow. Change an opportunity stage, update a field, or hit an invoice due date — AgentCollect starts immediately.

🏷️

Your brand, zero friction

All emails, calls, and letters go out under your company name and domain. Debtors never know a third party is involved. Relationships stay intact.

FAQ

Salesforce integration questions

Does the AgentCollect Salesforce integration work with Salesforce CPQ?
Yes. AgentCollect integrates with Salesforce CPQ. Quotes and orders that result in unpaid invoices can trigger collection automatically once the opportunity is marked close-lost or the invoice moves past due.
Which Salesforce editions are supported?
AgentCollect supports Salesforce Professional edition and above. Enterprise and Unlimited editions unlock additional bi-directional sync features including custom field mapping and Process Builder triggers.
Can we trigger collection from a Salesforce workflow or Process Builder?
Yes. You can trigger AgentCollect collection from any Salesforce Process Builder or Flow. A webhook action calls the AgentCollect API when your defined criteria are met — for example, when an opportunity stage changes to Closed Lost with an unpaid invoice attached.
Are collection activities visible inside Salesforce?
Yes. All AgentCollect activities — emails sent, calls made, responses received, payments collected — are logged back to the Salesforce Account and Opportunity records as Activities and Tasks. Your team never needs to leave Salesforce to see collection status.

Connect Salesforce to AgentCollect

Set up in under 10 minutes. No code required. Success-only fees — you pay nothing until we collect.

Start a free pilot →
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Connect your existing stack

QuickBooks NetSuite Sage Xero Microsoft Dynamics SAP FreshBooks Bill.com Salesforce HubSpot Stripe Billing Chargebee HighRadius Billtrust