Integration
Salesforce Integration
Log every inbound call as an activity in Salesforce. Create leads, enrich contacts, and bring full campaign attribution into your CRM automatically.
Close the Loop Between Marketing and Sales
- Inbound call records pushed into Salesforce — source, campaign, keyword and outcome
- Sales answers with full context; marketing sees what happened after the call
- Optimise for the calls that close, not just the calls that ring
- Won revenue traced back to the campaign that drove the first call
What Gets Synced to Salesforce
- Each call logged as a completed Task on the matching contact or lead
- New callers automatically created as Leads
- Source, medium, campaign and keyword from the originating session
- Duration, answered/missed status and IVR selection
- Recording link and AI transcript summary attached
How It's Used
- Sales managers review call records alongside deal activity — no separate platform
- Marketing sees which campaigns generate calls that actually close
- Operations trigger Salesforce workflows from inbound call events
- Reporting teams build revenue attribution that includes phone-driven leads
Setup and Configuration
- OAuth connection inside the Jet portal — no packages to install
- Map Jet call fields to your Salesforce objects
- Rules for lead creation, activity logging and field population
- Onboarding support from the Jet team
Call Attribution Inside Salesforce
Every phone lead, logged automatically with the campaign data that drove it.