Salesforce Call Tracking & CRM Integration
Sync inbound call data from TRUE Pulse directly into Salesforce so your sales and marketing teams never miss a lead or follow-up.
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Terms / PolicyBring Phone Calls Into Your Salesforce CRM
Phone calls are often the most valuable leads — but without CRM integration, they remain disconnected from your sales pipeline.
TRUE Pulse automatically pushes call data into Salesforce, ensuring every conversation is captured, attributed, and acted upon.
- Automatically create or update Leads and Contacts
- Log calls as Activities against Salesforce records
- Capture marketing attribution alongside sales data
- Improve follow-ups, conversions, and deal visibility
How the Salesforce Integration Works
- Authorize TRUE Pulse to connect with your Salesforce account
- Define how calls should map to Leads, Contacts, or Accounts
- Configure field mappings and call activity rules
- Automatically sync call data into Salesforce in real time
Flexible Salesforce Field Mapping
Every Salesforce setup is unique. TRUE Pulse adapts to your CRM — not the other way around.
Leads & Contacts
Create new leads from first-time callers or match calls to existing contacts automatically.
Activities & Call Logs
Log calls as Activities with call duration, status, source, and outcome.
Custom Fields
Map TRUE Pulse call attributes to your custom Salesforce fields for deeper reporting.
Automation Ready
Trigger Salesforce workflows, alerts, and assignments based on call events.
Align Sales and Marketing With Call Intelligence
- Sales teams see call history before follow-ups
- Marketing teams measure which campaigns generate revenue
- Managers gain visibility into call-to-conversion performance
- Faster response times and higher close rates
Secure, Reliable & Enterprise-Ready
TRUE Pulse is built with enterprise security and data integrity in mind. You control exactly what data is shared with Salesforce.
- Secure API-based Salesforce authentication
- Configurable field-level data syncing
- No unnecessary data exposure
- Designed for scale, reliability, and compliance
Who Uses the Salesforce Integration
- B2B and B2C sales teams
- Call-driven businesses with long sales cycles
- Multi-location and franchise organizations
- Agencies managing CRM reporting for clients
- Revenue and operations teams
Turn Every Call Into a Salesforce Opportunity
Stop losing valuable phone leads. Sync call data into Salesforce and give your teams complete visibility from first call to close.
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