Give Salesforce the Context Your AI Needs
Automatically sync every call to Salesforce — so AI automation, forecasting, and reporting finally work.
Ready to connect your call transcripts to Salesforce?
Get StartedYour calls, automatically synced
Your Salesforce Is Missing Half the Story
Reps use recording devices to capture calls. But Salesforce has no idea those conversations happened. Your AI tools, automation workflows, and reports are all working with incomplete data.
Every Call. Automatically in Salesforce.
Sync My Calls matches your call transcripts to Salesforce records using carrier call data. Full transcript, AI summary, and metadata — attached to the right contact, every time. No manual entry. Complete context for AI.
For each call, we create a Salesforce Task
Objects we integrate with
Contact
Lookup by phone number
Lead
Fallback lookup if no Contact match
Task
Activity record for the call
Account
Associated via Contact/Lead relationship
Get started in 5 minutes
Click "Connect Salesforce" in your Sync My Calls dashboard
Log in to Salesforce and authorize the integration
Select which record types to sync (Contacts, Leads, or both)
Configure custom field mappings (optional)
Done - transcripts sync automatically
What you need
- Salesforce Professional, Enterprise, or Unlimited edition
- API access enabled for your org
- User must have permission to create Tasks
Common questions
Can I sync to custom objects?
Yes, contact us for custom object mapping.
What if a phone number matches multiple contacts?
We use Salesforce's native duplicate matching rules. You can configure which record takes priority.
How quickly do transcripts sync?
Within 5 minutes of the call ending.