Call Tracker to Salesforce
Send every tracked call from Jet straight into Salesforce — complete with the marketing source that drove it — so your sales team always knows where a lead came from and what was said.
Calls That Land in Salesforce, Not in a Black Hole
Phone calls are some of your highest-intent leads — but they often disappear the moment the handset goes down. Jet closes that gap by pushing each tracked call into Salesforce as a structured record, so a phone enquiry gets the same treatment as a web form submission.
When a call comes in on a Jet tracking number, we match it to an existing Contact or Lead where we can, or create a new one when it's a first-time caller. Then we log the call as an Activity against that record, with the marketing attribution attached, so nothing is left sitting in a spreadsheet or a separate call log.
What Jet Writes to Salesforce
Configure the objects and fields that suit your sales process. A typical Jet to Salesforce setup can:
- Create new Leads or Contacts from first-time callers, with name and number captured automatically
- Append a Completed Activity or Task to existing records so the full call history sits on the timeline
- Create follow-up Tasks for missed or abandoned calls so no enquiry slips through
- Attach the call recording and AI transcript link directly to the record
- Stamp records with the campaign, source, medium and keyword that drove the call
- Map call duration, ring time, caller location and the tracking number used to custom fields
Full Marketing Attribution on Every Record
This is where Jet goes beyond a basic call log. Because Jet ties each call back to its original source — whether that's a Google Ads campaign, an organic search, a Meta ad or a print number — that attribution travels with the call into Salesforce.
Your sales reps open a Lead and immediately see it came from, say, a branded search campaign rather than a referral. Marketing, meanwhile, can finally connect a closed Opportunity in Salesforce back to the exact campaign that generated the phone call, instead of guessing at phone revenue.
Recordings and Transcripts Where Reps Work
There's no need to bounce between Jet and Salesforce to review a conversation. The call recording and a link to the AI-generated transcript are attached to the activity, so a manager can listen back before a follow-up and a rep can pick up exactly where the last call left off.
Transcripts also make calls searchable. Combined with Salesforce reporting, that means you can surface conversations by topic, objection or product mention without playing back a single recording.
Report on Call-Sourced Pipeline
Once tracked calls live inside Salesforce as first-class records, your existing reports and dashboards do the rest. Build a clear picture of how the phone contributes to revenue:
- See which campaigns generate the most call-driven Leads and Opportunities
- Measure conversion rates and pipeline value from phone enquiries versus other channels
- Give reps a single, complete view of each prospect across calls and digital touchpoints
- Feed phone conversions back to your ad platforms for smarter bidding
Jet is Australian owned and runs its own telco network, so your call data and recordings stay within a platform built and supported here, billed in AUD.
Get Tracked Calls Into Salesforce
See your phone leads, recordings and attribution flow straight into your CRM.