Integrating Salesforce with your Call Tracking account

By integrating your Call Tracking account with your Salesforce account, you can create directly in Salesforce new leads from inbound calls on your tracking numbers. New lead, contact or account activities associated with a phone call can also be automatically created in Salesforce.

To activate Salesforce integration, you must first ask your account manager to enable the integration for your account.

Then get to Integrations tab and click on Activate for Salesforce.

Then, 3 steps are required to complete the integration between your Salesforce and your Call Tracking accounts.

• Configure your Salesforce environments
• Configure data sending via integration
• Select the tracking numbers to connect with the integration

How to configure your Salesforce environments

This step is to tell Call Tracking to which Salesforce environment the call data will be sent to.

For this, select if this environment would be your Production account or a Sandbox. And then type in this environment’s domain address.

Click on Allow access to move forward to the next step.

If you are not already logged in Salesforce, you will be asked to do so. After that, you will be taken back to your Call Tracking account, and see a window confirming the connection between both of your accounts.

Click on Start configuration to move on to the next step.

How to configure data sending via integration

This step is for defining integration rules between Call Tracking and Salesforce.

In General Parameters, select when and in which language you want your call data to be processed to Salesforce.

In Activities creation in Salesforce, select if you want automatically create phone call activities only for your existing leads in Salesforce, or also for your existing contacts and accounts.

In Lead creation in Salesforce, select to create automatically or not a new lead in Salesforce each time you receive a phone call on a tracking number. A new lead can also be created only if the caller number has not been found in your existing Salesforce database.

If you choose option 2 or 3 to automatically create new leads, in the next step you must define the default name, status, owner and company name that will be assigned to your new phone leads in Salesforce.

How to select the tracking numbers to connect with the integration

Once you have completed the previous steps, last you need to define the tracking numbers whose call data will be sent to Salesforce when a call is received on one of them.

To do this, select the numbers you want to include in the left column of available numbers, and click on Add to move them to the right column of selected numbers.

Same way, to remove a number from the list, just select it and click on Remove to get the number back to the left column.

Then click on Complete the configuration to finalize the integration with Salesforce, and be automatically redirected to the Integrations tab.

Any time after that, you can edit the integration and add or remove tracking numbers from the call data sending process to Salesforce.