Salesforce.com Legacy Integration

CallRail’s legacy integration with Salesforce reports phone calls to your Salesforce account. When CallRail sends leads to Salesforce, we’ll automatically prevent creating duplicate leads for calls received from the same caller within a 30-day period. This integration is deprecated as of August 2016.

Use this support article to learn how to:

  • Upgrade your account to use the latest version of CallRail’s integration with Salesforce
  • Update your existing Salesforce Legacy integration
  • Where to see your CallRail data in Salesforce
  • Disable your Salesforce Legacy integration

Getting Started

In August 2016, CallRail released a new version of our Salesforce integration. This new version allows for greater customization of your leads, campaigns, and activities within Salesforce.

Read this article to learn the benefits of the latest Salesforce integration and how to update your account.

If your Salesforce integration was set up prior to August 2016, it’s likely configured as the Salesforce Legacy integration outlined in this article. If you created your CallRail account after this date, this version of CallRail’s Salesforce integration is no longer available.

Updating Your Salesforce Legacy Integration

CallRail’s integration with Salesforce is company-dependent in your account. Follow the instructions below for each company whose Salesforce legacy integration you’d like to edit.

  1. Choose the company whose Salesforce integration you’d like to update.



  2. Click Settings at the top of the page.



  3. Select the Integrations tab, then click All Integrations.

    Integrations_All_Integrations.png

  4. Click Configure on the Salesforce Legacy option.



  5. Edit your Salesforce Organization ID, Campaign ID, or Campaign Member Status.



  6. Check the boxes if you’d like to include State and/or Country Abbreviations. If you’d like for this information to appear in Salesforce, State and Country Picklists will need to be enabled in your Salesforce account.

    Here’s how to enable Picklists in Salesforce.



  7. Click Save to update your integration.



Your CallRail Data in Salesforce

Phone calls to your tracking numbers will appear in Salesforce as a lead. CallRail will automatically prevent creating duplicate leads in Salesforce.com for calls from the same caller within a 30-day period.

Click on one of your leads to see additional lead details.

You can also activate the description field in Salesforce to see additional details about your callers, including call length, source, keyword, referrer, landing page, and a link to the call in CallRail. Follow the instructions below to learn how to add the description field to your lead detail page.

  1. In your Salesforce account, select Setup.

  2. On the sidebar under Build, select Customize.

  3. Under Customize, click Leads, then click Page Layout.

  4. From the Lead Layout box, click and drag Description to the location where you’d like for it to appear on your lead page.

  5. Click Save.

Disabling Salesforce Legacy Integration

Disabling a company's Salesforce Legacy integration will prevent your call data from reporting to your Salesforce account. If you'd like to integrate with Salesforce again in the future, you'll use our latest version of our Salesforce integration.

  1. Choose the company whose integration you'd like to disable.



  2. Click Settings at the top of the page.



  3. Select the Integrations tab, then click All Integrations.

    Integrations_All_Integrations.png

  4. Click Configure on the Salesforce Legacy integration option.



  5. Select Disable Integration on the right side of the page.



  6. Click Disable to permanently disable your Salesforce Legacy integration.



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