QualifyLoop
QualifyLoop for Salesforce
AI chat that writes qualified conversations to Salesforce as Leads. Here's what it syncs, what it doesn't, and when a Salesforce-native tool is the better choice.
Quick answer
QualifyLoop creates or updates Salesforce Leads from each conversation, matching on email and then company, and pulls Lead Status back every six hours or on demand. It doesn't touch Contacts, Accounts, Opportunities or custom objects. If you're standardized on Salesforce and need that depth, look at Qualified or Agentforce.
What syncs
| Direction | Data | Detail |
|---|---|---|
| QualifyLoop → Salesforce | Lead: email, first name, last name, company | Upsert by email, then by company. Company holds the visitor's domain, and a missing last name is written as "Unknown" because Salesforce requires one |
| Salesforce → QualifyLoop | Lead Status | Shown on the account; every 6 hours or by clicking Sync CRM |
| Not synced | Contacts, Accounts, Opportunities, custom objects, transcripts | Transcripts stay in the rep console |
Authentication
QualifyLoop connects through a Salesforce External Client App using OAuth with PKCE and refresh-token rotation. It requests the api and refresh_token scopes. It's verified against a Salesforce Developer Edition org and isn't on AppExchange, so your admin may need to approve the app. Test it in a sandbox or developer org first.
Lead data to expect
Because the Company field holds a domain and anonymous chats can create leads, add a filter or assignment rule for these records. Teams with strict data-quality rules should test required fields and validation rules first, since a rule that rejects the write will stop the lead from syncing.
When to choose a Salesforce-native tool instead
- Qualified: Salesforce-owned, with deep integration and a mature AI SDR. Contracts are reported at about $40,000–$68,000 a year. See QualifyLoop vs Qualified.
- Agentforce: if you want the agent built on your Salesforce data and already have the admin capacity.
- LeanData or Chili Piper: if your gap is routing inside Salesforce, not chat. See lead routing software.
Choose QualifyLoop if you want to test AI chat cheaply before a larger commitment, or if a business unit on Salesforce needs a light tool without a platform project.
Frequently asked questions
Does QualifyLoop sync with Salesforce Contacts or Opportunities?
No. It upserts Leads and reads Lead Status. Contacts, Accounts, Opportunities and custom objects aren't synced.
Is QualifyLoop on Salesforce AppExchange?
No. You connect through OAuth from QualifyLoop's settings page, and your Salesforce admin may need to approve the app.