---
title: "Add Leads to Salesforce"
description: "Send the leads your agent collects to Salesforce automatically, and optionally log each conversation to the lead's activity."
---

:::note[Plan]
Available on the **Starter** plan and above. Requires a [Salesforce connection](/docs/integrations/salesforce/connecting-salesforce) and the [Collect Leads](/docs/actions/collect-leads) action.
:::

The **Salesforce: Add Lead** action sends every lead your agent collects to Salesforce as a **Lead**. It runs wherever [Collect Leads](/docs/actions/collect-leads) runs, so it has no channel settings of its own.

To add it, go to **Build** > **Actions**, select **Create action**, and choose **Salesforce: Add Lead**.

## Sync

| Setting | Default | Description |
| --- | --- | --- |
| **Sync new leads** | On | Create a Salesforce lead when your agent captures a new lead. |
| **Sync updates** | On | Update the Salesforce lead when the visitor adds details later in the conversation. |
| **Overwrite existing leads** | On | If a Salesforce lead with the same email already exists, update it. When off, existing leads are left as they are. |

## Lead data

| Setting | Default | Description |
| --- | --- | --- |
| **Lead source** | Chatvox | The value for the lead's Lead Source field. |
| **Company fallback** | Unknown | Salesforce requires a company on every lead. This value is used when the visitor doesn't give one. |
| **Send phone** | On | Include the phone number when the visitor gives one. |
| **Send notes** | On | Include notes the agent collected in the lead's description. |

## Conversation activity

Turn on **Log conversations** to keep a record of each conversation on its Salesforce lead.

- After **30 minutes** without new messages, Chatvox writes an AI summary of the conversation (the visitor's goal, key details, outcome, and next action) as a completed **Task** on the lead. Find it in the lead's **Activity** panel under **Past Activities**.
- If the conversation continues later, the same task is updated.
- Only conversations where the agent captured a lead with an email address are logged. If the email belongs to an existing Salesforce **Contact** instead of a lead, the task is linked to that contact.
- Each summary uses a small amount of [credits](/docs/billing/understanding-credits).

## Good to know

- A lead is only sent once it has an **email address**.
- Leads are sent in the background, usually within a few seconds.
- If Salesforce rejects a lead (for example because of a required custom field in your org), it's retried a few times and then skipped. Check that your Lead object doesn't require fields Chatvox doesn't send.