Vitecall
CRM
Vitecall and Salesforce
Every call made in Vitecall is added as a call task on the Salesforce Lead or Contact, with its duration, outcome, and the rep's note.
What is synced
- Connection per sales rep: each one links their own Salesforce account.
- La fiche Lead ou Contact Salesforce est retrouvée par numéro de téléphone, puis par email.
- If no record matches, Vitecall creates one (workspace setting enabled by default, modifiable by an admin).
- Vitecall never modifies fields of an existing record.
- If multiple records match, nothing is sent for that call.
- Records created are set as Leads.
- Each call is added as a call-type task, with duration, outcome, rep note, and a link to the Vitecall recording.
- The outcome and note are updated on the same task if entered later.
- Do not call: not synced with Salesforce.
- Import Salesforce Contacts into a Vitecall call list.
Setup
- 1Dans Vitecall, ouvrez Configuration puis Intégrations et cliquez sur Connecter à côté de Salesforce. Chaque commercial connecte son propre compte.
- 2Autorisez l'accès dans la fenêtre Salesforce qui s'ouvre, puis revenez dans Vitecall.
- 3An administrator chooses if Vitecall can create a record when no match is found (enabled by default).
- 4Lancez vos appels : chacun est ajouté sur la fiche Salesforce à la fin de l'appel.
- 5Pour vous déconnecter, cliquez sur Déconnecter dans Vitecall, puis retirez l'application Vitecall dans les réglages de Salesforce.
Exchanged data
- Read: Leads and Contacts (name, phone, email, company).
- Write: Leads created when no record matches, call tasks.
- Permissions requested: api, refresh_token.
Question about this integration? Email us at bonjour@vitecall.fr.
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