Integrate leads with Salesforce

Synchronize calls into Salesforce

Salesforce Integration

Integrate Leads

Calls from new numbers are send to Salesforce as new Leads.

Log Calls

Calls from existing leads are logged as Tasks under that Lead.

Instant Synchronization

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.

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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.

How to integrate Salesforce with your CallRoot account?

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Help and Support

Help center

Get access to our knowledgebase and find answers to some of the frequently asked questions.

Email support

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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)

Tutorial sessions

We do provide on-request tutorial sessions via Skype or Hangouts.

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