Salesforce integration
Every caller becomes a Salesforce lead, instantly.
Sales calls captured by the front desk create a lead in Salesforce with the company, contact, what they're after, and timeline, so your reps work fresh inbound instead of chasing voicemails.
What lands in Salesforce
- Lead or contact created
- Company and timeline captured
- Demo interest noted
- Routed to the right rep
Connect it from your dashboard: hit the plus, choose Salesforce, connect.
How the Salesforce integration works
Connect Salesforce once from your dashboard. From then on, every call the front desk answers becomes a record in Salesforce the moment the caller hangs up: their name, the number they want called back on, what they need, how urgent it is, and the recording. Your team works the lead in Salesforce the way they already do, and nothing is copied across by hand.
If Salesforce is down or the connection drops, the lead is still emailed and texted to you, and re-sent to Salesforce when it is back. You never lose a caller to an outage on someone else's side.
What you set up, and what you do not
You connect Salesforce once and choose which of your team gets the alert. That is the whole setup. You do not map fields, write rules, or keep a second list in sync. The front desk already asks the questions Salesforce needs answered, because they are the same questions a good receptionist asks: who is calling, how to reach them, where the job is, what is wrong, and how soon they need it.
Connect the rest of your stack
Jobber
Send every captured lead into Jobber as a new client and request.
STServiceTitan
Turn after-hours and overflow calls into ServiceTitan leads.
HcHousecall Pro
New callers become Housecall Pro customers and jobs.
KcKaamCam
Pipe captured leads straight into KaamCam.
HsHubSpot
New inbound calls land as HubSpot contacts and deals.
GcGoogle Calendar
Drop a follow-up or demo hold on your Google Calendar.