Integration
Salesforce Integration
Log every inbound call as an activity in Salesforce. Create leads, enrich contacts, and bring full campaign attribution into your CRM automatically.
Close the Loop Between Marketing and Sales
Call tracking data is most valuable when it reaches the people who act on it. Jet's Salesforce integration pushes inbound call records — including the source, campaign, keyword, and outcome — directly into Salesforce, so your sales team has the context they need and your marketing team can see what happened after the call.
Without this connection, marketing teams optimise for calls that may never convert, and sales teams answer calls with no visibility into which campaign or keyword drove the enquiry. The Jet-Salesforce integration closes that gap.
What Gets Synced to Salesforce
How It's Used
- Sales managers review call records in Salesforce alongside deal activity — no need to log into a separate platform
- Marketing teams use Salesforce opportunity data to determine which campaigns generate calls that actually close
- Operations teams trigger Salesforce workflows and automations based on inbound call events
- Reporting teams build revenue attribution reports that include phone-driven leads at every stage of the funnel
Setup and Configuration
The Salesforce integration is configured via OAuth connection inside the Jet portal. Once authorised, you can map Jet call fields to your Salesforce objects and configure rules for lead creation, activity logging, and field population. The Jet team provides onboarding support for configuration.
Call Attribution Inside Salesforce
Every phone lead, logged automatically with the campaign data that drove it.