Included in every plan

Your Website Fills Your Salesforce

SiteStaffr answers your visitors by voice and text, captures the ones who are serious, and creates the Lead in your Salesforce automatically. No exporting, no copy and paste, no lead sitting in an inbox.

Get Started See how it works
New Lead Lead Source: SiteStaffr
Name
Split into first and last name on the Lead
Phone / Email
Whichever the visitor gave, mapped to the standard fields
Company
Your business name, so the Lead is never blank
Lead Source
Set to SiteStaffr on every record
Interested in
What they actually asked about, in their words
Conversation
An AI recap, the time, the channel, and a link to the full transcript
Created the moment the conversation ends
How It Works

From a conversation to a Lead your team can work

Your agent does the talking. SiteStaffr decides what counts as a real lead and hands it to Salesforce, already filled in.

1

Someone talks to your agent

A visitor lands on your site and asks about your services by voice or by text. Your AI agent answers, then collects their name and how to reach them.

2

SiteStaffr checks it is a real lead

Only qualified conversations move on. That means a name plus a phone number or a working email address. Browsers and half finished chats never clutter your CRM.

3

The Lead is created in Salesforce

The moment the conversation ends, SiteStaffr creates the Lead record in your Salesforce with the contact details, what they came for, and a recap of the whole conversation.

4

Your team follows up

It shows up in the same views, queues, and assignment rules your reps already use. Nothing new to learn, nothing to import.

Why It Is Different

Built into SiteStaffr, not bolted on

This is a native integration. There is no Zapier in the middle, no sync tool to babysit, and no per task fee for the privilege of moving your own leads.

Connect with your Salesforce login

Click Connect, sign in to Salesforce, done. There are no API keys to paste, no Connected App to register, and nothing for a developer to configure.

Leads arrive while they are still warm

The push happens as the conversation ends, not on an hourly sync. Your reps can call someone back who is still sitting on your website.

Report on what your website actually brings in

Every record comes in with Lead Source set to SiteStaffr, so you can filter, forecast, and prove the pipeline your site generates. No manual tagging.

The whole conversation comes with it

Your rep opens the Lead and can read exactly what was said before they pick up the phone. No guessing what the visitor wanted.

Yours to disconnect, anytime

One click in your settings revokes the connection and clears it on our side. You are never locked in.

Never slows your site down

The push runs in the background after the conversation is already finished, so your visitor never waits on Salesforce.

Setup

Connected in about a minute

If you can log in to Salesforce, you can turn this on.

Open your integrations

In your WordPress dashboard, go to SiteStaffr and then Integrations.

Click Connect

Find Salesforce in the list and click Connect. SiteStaffr sends you to Salesforce to sign in.

Approve and you are done

Sign in with your normal Salesforce login and approve the connection. New leads start flowing right away.

Nothing to install, no API keys, and no Connected App to register. You can disconnect from the same screen whenever you want.

Common Questions

Salesforce integration FAQ

No. You click Connect in your SiteStaffr settings, sign in with your normal Salesforce login, and approve the connection. SiteStaffr handles the OAuth side, so there is no Connected App to create, no keys to copy, and no callback URLs to configure.
No, and that is deliberate. A conversation only syncs when it is a real lead, meaning the visitor gave a name plus either a phone number or a valid email address. People who just browse or ask a quick question never end up in your CRM.
A standard Lead record. First and last name, phone, email, and your business name as the Company. Lead Source is set to SiteStaffr. The description holds a recap of the conversation, when it happened, whether it was voice or text, what they were interested in, and a link to the full transcript.
Yes. Each Lead includes a secure link to the complete transcript, so whoever picks up the follow up can see exactly what was discussed before they reach out. The link stays valid for 90 days.
It works with any Salesforce org that has API access enabled, which covers the standard sales editions most teams run. If you are not sure about your org, connect it and SiteStaffr will tell you right away, or reply to us and we will check with you.
Salesforce is the first CRM we built natively, and it will not be the last. Tell us which one your team runs on. What gets built next is driven by what customers actually ask for.
Go to SiteStaffr and then Integrations in your WordPress dashboard and click Disconnect. That revokes the connection with Salesforce and clears it on our side. Leads already in your CRM stay where they are, because they are yours.

Stop retyping your own leads

Start free for 30 days. Let your website answer visitors, qualify them, and put them straight into Salesforce.

Get Started
Talk to Our AI Assistant