CallRail + Salesforce integrationEvery CallRail call, on the right Salesforce record
Your calls are tracked in CallRail, but your team works in Salesforce. We connect the two so every new caller lands in Salesforce as a lead or contact, and every call is logged on the record with where it came from.
- New callers created as leads or contacts automatically
- Every call logged as an activity on the right record
- Source, tracking number and duration visible to sales and marketing
900+ integrations completed · Salesforce partner · We sign BAAs
- • New callers
- • Each call as an activity
- • Tracking number and source
- • Repeat callers
Calls tracked in one place, worked in another
Without an integration, call logs live in CallRail while sales works Salesforce. Reps miss repeat callers, numbers get typed in by hand, and marketing cannot see which campaigns produced the calls that turned into customers.
What it does
What the CallRail + Salesforce integration handles
Instant caller sync
Every new caller captured in CallRail is created in Salesforce as a lead or contact, depending on your workflow.
Phone matching
Calls from people already in Salesforce are matched by phone number to the existing record, instead of creating a duplicate.
Calls as activities
Each call is logged on the record, with when they called, how long the call lasted and which tracking number they used.
Source on every lead
The campaign and source behind each call stay on the record, so marketing can see which campaigns produce leads that close.
Native or custom
Where the native CallRail connection covers what you need, we set it up cleanly. Where it does not, we build what is missing.
AI summaries and transcriptions
Salesforce tasks and events cannot hold long text, so we log calls to a custom activity object that can. The AI call summary and the full transcription land on the record, next to the call.
Works with your phone system
Calls handled in your phone system can be logged alongside CallRail data, so the history is complete.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect CallRail to Salesforce.
AimingThe real thing
Call dashboards on top of the integration
We work with TrussCharts (trusscharts.com), our sister company, to build dashboards on the data we connect. Client names and locations are replaced.
- 1Every caller still waiting for a call back
One row per caller who has not been called back. Ring time and status on every row. Open in CallRail jumps to the call. (illustrative data)
- 2Where the missed calls pile up
Missed inbound calls only. Darker red means more missed calls. Totals for every day and every hour. (client dashboard, names replaced)
Data that flows
CallRail + Salesforce integration: what gets sent, field by field
- New callersCreated as leads or contacts
- Each call as an activityDate, time and duration
- Tracking number and sourceThe campaign behind the call
- Repeat callersMatched by phone to the existing record
Five hidden tracking fields on every form, chat and call
First and last click, so you can see what started the journey and what closed it, plus the page the lead converted on.
- Landing page URLFirst click
- Landing page URLLast click
- Referring domainFirst click
- Referring domainLast click
- Converting page URLWhere the lead came in
See your own CallRail + Salesforce map
A free call maps your fields and data flow, so you see exactly what the integration would do before anything is built.
Built for real life
CallRail + Salesforce integration: the hard parts, already solved
Repeat callers
Matched by phone number, so one person does not become five leads.
Leads vs contacts
New callers become leads or contacts based on your rules, not one fixed setting.
Clean history
Every call stays on the record, so anyone picking up the lead sees the full conversation history.
What clients say
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
How the CallRail + Salesforce integration goes live
- 1
Free call
We look at how calls come in today and what your team needs to see in Salesforce.
- 2
Mapping
Which calls create leads or contacts, which fields carry over, and who owns what.
- 3
Set up and test
Configured and tested with real calls before your team relies on it.
- 4
Go live
Running in the background, with support if anything changes.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Who the CallRail + Salesforce integration is for
- Teams using CallRail for call tracking and Salesforce as their CRM
- Sales teams that want every caller on a record without manual entry
- Marketing teams that need to tie calls to campaigns and closed deals
CallRail + Salesforce integration FAQ
Does CallRail connect to Salesforce out of the box?
Yes. CallRail has a native Salesforce integration. We set it up properly, and build custom pieces where the native integration does not cover your process.
Will it create duplicate leads?
No. Callers already in Salesforce are matched by phone number to their existing record.
Can calls show up as activities?
Yes. Each call is logged on the record with its date, duration and tracking number.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.