Seamlessly Connect Webex with Salesforce
Turn every Webex conversation into actionable Salesforce data. Automatically log calls, transcribe conversations, and update your Salesforce records in real-time.
Set Up in Minutes, Not Hours
Get your Webex and Salesforce integration running quickly with our simple 3-step process
Connect Webex
Link your Webex account using OAuth 2.0 to enable call capture from all devices.
Connect Salesforce
Authenticate your Salesforce account using OAuth 2.0. Setup takes 5 minutes.
Start Logging Automatically
Every Webex call automatically creates a detailed record in Salesforce with transcripts, recordings, and smart contact matching.
How Webex and Salesforce Work Together
Call Connector creates a seamless bridge between Webex and Salesforce, turning every communication into organized, searchable data.
Automatic Call Logging
When a call ends on Webex, Call Connector immediately gets to work. It looks up the phone number in your Salesforce contacts and creates a Task with complete metadata: duration, timestamp, direction, and participants.
Recording & Transcripts
Recording a call in Webex? The recording and AI-generated transcript are automatically attached. No manual uploads, no copy-paste—everything flows automatically.
Smart Matter Linking
Calls are automatically associated with the relevant matter based on the contact. Everything stays organized without you lifting a finger.
What's Included
Call Logging
SMS Logging
Fax Logging
Recording Storage
AI Transcripts
Matter Association
Available on Enterprise+ Plan
This integration requires the Enterprise plan or higher. Both Webex and Salesforce must have active accounts.
Why Webex + Salesforce?
The Problem
Sales teams live on the phone, but when Webex calls aren't logged to Salesforce, deals slip through the cracks. Reps waste time manually updating CRM records instead of selling, and managers lack visibility into customer conversations and pipeline health.
The Solution
Call Connector automatically captures every Webex call and creates a Task in Salesforce with complete details: participants, duration, timestamp, and direction. When you record calls in Webex, you also get AI-powered transcripts—searchable and ready for review. If the contact has an associated matter, everything links automatically.
The Result
Sales reps stay focused on selling while every Webex conversation automatically updates Salesforce. Managers get complete visibility into customer interactions. No missed follow-ups, no lost deals, no manual logging—just automatic, accurate pipeline data.
Everything Captured Automatically
Complete details from every Webex communication, automatically organized in Salesforce
Every Webex meeting with external attendees automatically recorded
Meeting duration, timestamp, and participant list captured
AI-powered transcriptions with speaker identification
Full meeting recordings stored in connected cloud storage
Recordings and transcripts logged to destination CRM/practice management system
Manual bot invitation available for ad-hoc meetings
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
See It In Action
Real examples of Webex and Salesforce working together with Call Connector
Salesforce: Calls appear as Task records related to contacts and opportunities
Salesforce: SMS messages are also logged as Task records for complete communication history
Salesforce: Faxes are logged as Task records with file upload details
Salesforce: Fax files appear as attachments on the contact's details page
Webex: AI-powered transcripts identify speakers and capture full conversation
Webex: The recall.ai bot appears as a participant in your video meetings
Frequently Asked Questions
Common questions about connecting Webex with Salesforce
Connect to Salesforce from other communication platforms
Receive call logs from Webex in other systems
