Salesforce call tracking, with campaign fields filled in.
Calls are logged against Salesforce leads and contacts with campaign fields filled in, and won deals and their amounts come back onto the call.
What it does
- Calls are logged as activities against leads and contacts, with campaign fields filled in.
- Won deals and their amounts come back onto the call that started them, checked every 15 minutes, or straight away with Sync now.
- You choose which stages count as booked. Won and lost are read from Salesforce automatically.
- Closed revenue goes to your ad platforms as a won job, so bidding learns from real sales.
Setting it up
Connect Salesforce from the Integrations page in your Call Tracked account. It takes a couple of minutes and you can disconnect it at any time.
Which plans include it?
CRM sync is on Pro and Agency. See Pricing for the full comparison, or browse all Integrations.
Works hand in hand with
All Features →HubSpot Call Tracking Integration
Calls land in HubSpot as contacts with their source, recording, transcript and lead score. Won deals and their amounts come back onto the call, so you see revenue by channel.
Pipedrive Call Tracking Integration
New callers become leads or deals in the right Pipedrive pipeline, with the call summary as a note. Won deals and their amounts come back onto the call.
Xero Call Tracking Integration
When an invoice is paid in Xero, the money is matched to the call or form that started the job. No CRM needed.
Stripe Call Tracking Integration
Stripe payments and paid invoices are matched to the call or form that started the job. Refunds take them off again.
See your first tracked call today.
14 days free, no card needed. Start with two numbers, and all six when you add a card. Most people are set up within ten minutes.