Integrations · CRM
Salesforce Sales CloudAvailable
Native Salesforce sync is live: contacts and leads sync from calls, opportunities update from outcomes, and call activity is logged as Tasks with a transcript or summary link.
Native Salesforce integration built for teams who live in their CRM: contacts and leads are created and updated by your agents, opportunities are attached to call outcomes, and calls are logged as Tasks on your Salesforce timeline with the summary and link attached.
Connect it in the dashboard under Integrations: approve the Salesforce OAuth scopes (api and refresh_token), or save an access token and instance URL.
What you can do
- Native two-way contact and lead sync — created, enriched and updated with caller name, company, email, phone, status and call outcomes.
- Calls logged as Tasks on the Salesforce timeline, with summary, outcome, duration and a transcript or summary link.
- Native opportunity creation and updates from call outcomes and booked appointments.
- OAuth 2.0 one-click connect, or an access token and instance URL. Make and raw API access stay available for everything else.
Honest status
Native Salesforce sync: connect it in the dashboard under Integrations with OAuth, or with an access token and instance URL. Webhooks remain available for any event Salesforce needs that the native connection does not cover yet.
Ready to connect it?
Create a workspace and connect Salesforce Sales Cloud from your dashboard — integrations run on your own accounts and keys, encrypted at rest.
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