Automating phone lead creation in Salesforce

While editing your Salesforce integration, you can set up automatic creation of leads related to inbound calls on your tracking numbers. This means that you can map Salesforce fields with fixed or variable values in Call Tracking, so that after each call the data is directly collected in the right place in Salesforce.

To do this, go in the Integrations tab, and click on Configure for Salesforce. Then, get to the Lead creation in Salesforce section in the edition form.

First, select an option for new lead creation in Salesforce. A new lead can be systematically created after each new call, or only when the caller number has not been found in your existing database of contacts, leads or accounts in Salesforce.

If you choose to automate lead creation in Salesforce through options 2 or 3, you will be asked to fill in some additional information. Select lead status and lead owner, and define the name and company that will be attributed to new leads by default.

Under these fields, there is a Description option, which you can use to automatically show the data collected from a first call to the description of the new lead. To enable it, just select the option Identical to the description of the first activity created. This way, after a first call with a new lead, all the data about the call’s origin and the web session are available for the lead, and not only the activity.

Then, you can map your Salesforce fields with values or variables in your Call Tracking account, so that you collect even more accurate data about inbound calls.

On the left, you can select a field from your Salesforce account, may it be custom or available by default. Click on the field to display a dropdown menu and make your selection.

On the right, you can type a fixed value, or refer to a Dexem variable to complete field mapping. Each field can read plain text, one or more variables, or a mix of both.

For plain text, just type it down in the field. For example, the caller’s country can be defined as plain text, if all your callers are calling from the same country. Then, in each new phone lead, this country data will be automatically filled in.

To map a field with a Dexem variable, just type the $ symbol in the field to see the list of available variables displayed. Then, select the variable to map. You can also add more than one variable, or include some plain text in the same field.

For example, you can map a Salesforce field called Traffic Source with Dexem’s variable *traffic_source. Then, for each new phone lead, this will automatically display which traffic source the call is coming from.

Depending on your account settings (type of call tracking, custom fields), specific variables will be available. Again, to display the list of your variables, just type in the $ symbol. Below, you can see an exhaustive list of all existing variables: