CRM Integration for Call Tracking
Push every tracked call into Salesforce, HubSpot or your CRM of choice — matched to the right lead, complete with the recording, the source, and the campaign that drove it.
Calls That Land In Your CRM, Not a Spreadsheet
Phone calls are some of your highest-intent leads, yet they're often the hardest to keep in step with the rest of your pipeline. Jet's CRM integration closes that gap. When a tracked call comes in over our Australian telco network, we pass the details straight through to your CRM — so a call is treated exactly like a web form or an email enquiry.
Jet connects to Salesforce and HubSpot out of the box, and to virtually any other system through Zapier and webhooks. There's no need to export reports or rekey numbers: the data flows automatically, in near real time, against the record it belongs to.
Match Calls to the Right Lead or Contact
Jet looks up the caller's number against your CRM. When it finds a match, the call is logged on that existing lead, contact, or account. When it doesn't, a new record can be created automatically so nothing slips through.
- Identify returning callers by phone number and attach the activity to their record
- Create new leads or contacts automatically for first-time callers
- Log call duration, time, the number dialled, and whether the call was answered or missed
- De-duplicate against existing records so your CRM stays clean
Recordings and Attribution On Every Record
A logged call is only useful if your team can act on it. Jet writes the full context onto the CRM record, so sales reps and marketers see the same source of truth.
- Attach the call recording and, where enabled, the AI transcript directly to the activity
- Carry through the marketing source — campaign, keyword, channel, and landing page
- Preserve UTM and Google Click ID data so paid calls are attributed like clicks
- Stamp which tracking number was dialled, so offline and channel campaigns are measurable too
Trigger the Workflows You Already Rely On
Because calls arrive in your CRM as native records and activities, they can fire the same automations as every other lead. A missed call can raise a follow-up task, a new caller can drop into a nurture sequence, and a sales-line enquiry can route to the right rep instantly.
- Assign and notify owners the moment a call is logged
- Kick off follow-up tasks, cadences, and email sequences automatically
- Update lead status or lifecycle stage based on call outcome
- Feed calls into Zapier or webhooks to reach any downstream tool
One View of Call-Driven Revenue
When calls live alongside deals in your CRM, you can finally connect a phone enquiry to the revenue it produced. Tie a closed-won opportunity back to the campaign and tracking number that started the conversation, and report on cost per call, conversion rate, and return on ad spend with phone leads included.
That single view is where sales and marketing finally align. Marketing can prove which channels generate real pipeline, not just clicks, while sales works leads that arrive fully attributed and ready to action.
Put Your Calls Where Your Pipeline Lives
See Jet send tracked calls, recordings, and attribution straight into your CRM.