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Connect CallDesk with Salesforce to automatically sync call data, create leads/contacts, and log activities. Enterprise-ready integration for sales teams.

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What it does

  • Auto-create leads/contacts - New callers are added to Salesforce automatically
  • Log all activities - Every call logged as a Task or Activity
  • Sync opportunities - Link calls to existing opportunities
  • Custom objects - Support for custom Salesforce objects
  • Two-way sync - Data flows both directions

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Setup

1

Go to Integrations

Navigate to Settings → Integrations → CRM
2

Select Salesforce

Click “Connect Salesforce”
3

Choose environment

Select Production or Sandbox
4

Authorize access

Sign in to Salesforce and grant permissions
5

Map fields

Configure how CallDesk data maps to Salesforce fields

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Data sync

ObjectDirectionFrequency
LeadsBoth waysReal-time
ContactsBoth waysReal-time
Activities/TasksCallDesk → SalesforceAfter each call
OpportunitiesCallDesk → SalesforceWhen qualified
Custom objectsConfigurableReal-time

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What gets logged

Every call creates a Salesforce Activity/Task with:
  • Subject: “Call with [Caller Name]”
  • Description: Conversation summary
  • Duration: Call length
  • Outcome: Call disposition
  • Related To: Associated Lead/Contact/Opportunity
  • Link: Full transcript in CallDesk

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Lead vs Contact

Configure how new callers are handled:
  • Create Lead - For new prospects (default)
  • Create Contact - For known customers
  • Match first - Check for existing records before creating

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Field mapping

Map CallDesk data to Salesforce fields:
CallDesk FieldDefault Salesforce Field
Phone numberPhone
EmailEmail
NameFirstName / LastName
CompanyCompany
Call outcomeCustom field

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Max features

For Salesforce Max and above:
  • Custom objects - Sync to any custom object
  • Record types - Assign appropriate record types
  • Validation rules - Respects your Salesforce validation
  • Workflow triggers - Fire Salesforce workflows from call events

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Admin approval

Salesforce may require admin setup:
  1. Install the CallDesk connected app (optional)
  2. Grant OAuth permissions to CallDesk
  3. Configure field-level security for mapped fields

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Requirements

  • Salesforce account (any edition)
  • API access (included in most editions)
  • Admin permissions for initial setup
  • No additional cost from CallDesk

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Troubleshooting

Make sure you have API access and appropriate permissions in Salesforce.
Check field-level security. The connected user needs access to all mapped fields.
CallDesk will report Salesforce validation errors. Check required fields and validation rules.

Connect Salesforce

Set up the integration now