Salesforce + SkipCalls: turn every call into a tracked lead
Missed calls and half-written notes create invisible pipeline—calls happen, but Salesforce stays incomplete. SkipCalls answers 24/7, qualifies the caller, and sends the details into Salesforce automatically. You get clean lead records, logged activities, and updated opportunities without manual entry.
Why Connect Salesforce with SkipCalls?
Phone leads are high-intent, but they’re easy to lose when someone forgets to log the call or the prospect hangs up after hours. SkipCalls captures the caller’s details, qualifies them with your questions, and pushes structured data into Salesforce so your team can follow up fast.
Create Salesforce Leads automatically from answered calls—including name, number, reason for calling, and qualification answers.
Every conversation becomes an Activity with transcript and summary, so reps never start from zero.
Reduce manual logging and updates—especially after-hours—while SkipCalls runs 24/7 for $99/year.
How the Salesforce Integration Works
SkipCalls answers the phone, captures structured info, then syncs it into Salesforce where your team already works.
Caller reaches SkipCalls (24/7)
SkipCalls answers, filters spam, and asks your lead-qualifying questions (e.g., service needed, budget, timeline, location).
SkipCalls structures the conversation
The call is transcribed and summarized, and key fields are extracted (contact info + answers + intent).
Salesforce is updated automatically
SkipCalls creates a Lead (or updates the right record), logs the call as an Activity, and can update Opportunities based on outcomes like “booked,” “quote requested,” or “not qualified.”
Salesforce Integration Features
Everything you need to keep your phone channel fully captured inside Salesforce—without manual data entry.
Real-World Use Cases
Practical ways teams use SkipCalls + Salesforce to capture more revenue from phone calls.
Scenario
After-hours calls used to go to voicemail, and next-day callbacks were a coin flip. Office staff also spent time re-typing call notes into Salesforce.
Outcome
SkipCalls answers 24/7, qualifies urgency and location, creates a Lead, and logs the transcript—so techs and dispatch can follow up with full context.
Scenario
Reps miss calls between meetings, and inbound phone inquiries never make it into the Salesforce funnel consistently.
Outcome
SkipCalls captures the prospect’s role, company, and use case, then logs the call and creates the Lead so the next touch is immediate and trackable.
Scenario
Teams waste time on calls from low-budget or out-of-scope prospects, and qualification answers don’t get recorded in Salesforce.
Outcome
SkipCalls asks your fit questions, writes answers to custom fields, and updates the record status—so only qualified leads hit the team’s queue.
How to Set Up Salesforce Integration
Connect in under 2 minutes
Open SkipCalls → Integrations
From your SkipCalls dashboard, choose Salesforce in the CRM & sales automation section.
Connect your Salesforce account
Authenticate and select the Salesforce org you want to sync with (no code required).
Choose what to sync and map fields
Enable Lead creation, Activity logging, and Opportunity updates, then map your custom qualification questions to Salesforce fields.
Test a call and verify records
Place a quick test call, confirm the Lead/Activity appears as expected, and adjust mappings or rules if needed.
Frequently Asked Questions
Common questions about the Salesforce integration
Connect Salesforce and never lose a phone lead again
Set up SkipCalls in minutes to capture callers 24/7, auto-log every conversation in Salesforce, and keep your pipeline accurate without manual notes.
