Integrate leads with Salesforce
Synchronize calls into Salesforce
Calls from new numbers are send to Salesforce as new Leads.
Calls from existing leads are logged as Tasks under that Lead.
Leads and Tasks are updated almost instantaneously.
Why you need Salesforce Integration ?
Convert phone calls into potential leads
If your organisation uses Salesforce CRM, you can use CallRoot's Salesforce integration to sync the incoming calls tracked by CallRoot into Salesforce Leads. All calls from the same number are logged as Tasks under that particular lead.Schedule a Free Demo
Track your leads directly from Salesforce
CallRoot creates leads in your Salesforce account for every new phone number you receive.
Track all your calling activities on Salesforce
CallRoot creates activities in your Salesforce account for every call you receive.
Access call recordings
Listen to call recordings in Salesforce.
Phone Call Tracking and Analytics Features
Toll Free Numbers
Get numbers free of toll charges.
Get to know the customer beforehand.
Greet your customer with a custom message.
Export your report to an easy going CSV file.
Help and Support
Get access to our knowledgebase and find answers to some of the frequently asked questions.
Got queries? Ping us at firstname.lastname@example.org
Live Chat support
In case of any urgent queries, please feel free to ping us on our live chat icon (bottom right of every page)
We do provide on-request tutorial sessions via Skype or Hangouts.
CallRoot lets you track your prospects, customers and leads on Hubspot, directly from their Hubspot contact details.
Zapier is all about actions and triggers and we could not afford to miss this one. CallRoot integrates with Zapier and lets you do anything you want with Zapier triggers.