crm
Sockly + Salesforce
Full Salesforce integration for lead capture, contact management, and opportunity tracking. Sockly logs every call, creates leads, and updates records in real-time.
How It Works
- 1
Authenticate Sockly with your Salesforce org via OAuth (5 minutes)
- 2
Map call data fields to Salesforce objects (Lead, Contact, Opportunity, Case)
- 3
When a call comes in, Sockly searches Salesforce for existing contacts/leads
- 4
For new callers, Sockly creates a Lead with call context and qualification data
- 5
Call transcripts, sentiment analysis, and AI summaries are logged as activities
- 6
Opportunities and cases can be created automatically based on call intent
Features
- Lead creation with source tracking and attribution
- Contact and account lookup by phone, email, or name
- Call logging with full transcripts and recordings
- Opportunity creation for qualified sales calls
- Case creation for support and service requests
- Custom field mapping and data capture
- Campaign and lead source attribution
- Task and follow-up assignment automation
Setup time: 5 minutes
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