Amplify Your Salesforce Experience with Call Connector
Salesforce is the world's leading CRM platform, serving over 150,000 companies. Sales teams use it to track leads, manage opportunities, and close deals faster. The platform centralizes customer data and communication history in one place, with customizable dashboards and AI-powered insights.
Call Connector enhances Salesforce by automatically capturing every phone call, SMS, and fax. This eliminates manual data entry and ensures your team never misses a sales opportunity or customer interaction.
Transform Your Salesforce Experience
Powerful automation that eliminates manual work and improves conversation quality
Automatic Call Logging
Every Salesforce call is automatically logged as a Task with complete call details - no manual entry required.
AI-Powered Transcription
Real-time AI transcription of every call, ensuring you never miss important details or action items.
Smart Contact Matching
Automatically associates calls with the right contact and matter in Salesforce.
About Salesforce
Salesforce serves businesses of all sizes with the world's most comprehensive CRM capabilities. The platform consolidates contact and lead management with custom fields, opportunity tracking and forecasting, automated workflows, mobile access for field teams, and AI-powered Einstein insights.
Call Connector integrates seamlessly with Salesforce through OAuth 2.0 authentication, automatically capturing all customer communications. Calls, SMS, and faxes are all logged as Task records, related to the found contact and/or opportunity. Fax files are uploaded as attachments on the contact's details page. The integration automatically creates Outbound Messages and Workflow Rules in your Salesforce account (with "call_connector" in their names) for accurate contact and lead matching - these are essential and should not be modified.
as Task
as Task
What Gets Logged
Every call logged as a Task record related to contact and/or opportunity
Call duration, timestamp, direction, and participants automatically captured
AI-powered transcriptions embedded in Task description
Recording links included for instant playback
SMS messages logged as Task records
Faxes logged as Task records with file uploaded as contact attachment
How It Works
Setting up the Salesforce integration takes about 5 minutes. Simply connect your Salesforce account through OAuth 2.0 - click 'Authorize' in the ion8 Connect App Authorization tab, sign into Salesforce, and authorize the connection. Call Connector will automatically create two Outbound Messages and two Workflow Rules in your Salesforce account (these will contain "call_connector" in their names) - these are essential for accurate contact and lead matching, so don't modify or remove them.
Once connected, Call Connector captures every communication in real-time. Calls, SMS, and faxes are all logged as Task records, related to the found contact and/or opportunity when applicable. For faxes, when a contact is found, the fax file is also uploaded as an attachment on the contact's details page for easy access. If you accidentally modify or remove the auto-created Outbound Messages or Workflow Rules, simply re-configure your service in the App Authorization page to recreate them.
Read full technical documentation
→What's Included
Automatic Call Logging
AI Transcription
Recording Storage
Matter Association
SMS Logging
Fax Logging
Quick Setup
Authentication
OAuth 2.0
Setup Time
5 minutes
Plan Tier
Enterprise+
Status
Available
See It In Action
Calls appear as Task records related to contacts and opportunities
SMS messages are also logged as Task records for complete communication history
Faxes are logged as Task records with file upload details
Fax files appear as attachments on the contact's details page
Frequently Asked Questions
Works with Your Favorite Communication Platforms
Connect Salesforce with any of these communication platforms for seamless call logging
