Do-not-call everywhere
A do-not-call request must stop calls from every campaign, not just the one it came from. We flag it in Salesforce and keep it out of future lists.
Integration · CallTools to Salesforce
CallTools and Salesforce integration
Your call floor dials in CallTools, and your leads and opportunities live in Salesforce. We connect them so Salesforce leads reach the right CallTools campaign, and every disposition, recording and do-not-call request is logged back on the record. It is a one-time setup by our team, not a monthly middleware subscription.
- From $100, one-time setup
- No monthly fees from us
- Tested on your own calls before go-live
CallTools
Salesforce
One call ends in CallTools. In Salesforce:
- Salesforce leads to CallToolsInto the campaign you choose
- Logged call in SalesforceWith the disposition and agent
- Do-not-call flaggedOn the lead or contact
- One-time setup
- From $100
- Monthly fee from us
- $0
- Working days to a written scope
- 2
- Working days to build and test
- 5–10
Got it, thank you.
Check your inbox for a confirmation. We will reply within 2 working days with what we would do and what it would cost.
Who connects CallTools and Salesforce
CallTools is built for outbound call centres that need predictive or power dialling, dispositions and compliance controls without enterprise contact centre prices. When those centres sell for companies that run on Salesforce, the lead data and the dialing floor have to stay in step.
Exporting and importing lists by hand means stale data, leads called twice and dispositions that never reach Salesforce. Connecting CallTools to Salesforce keeps campaigns fed from Salesforce and puts every outcome back where sales and leadership report on it, including do-not-call requests.
- Outbound sales floorsSalesforce leads flow into campaigns, and dispositions update lead status.
- Appointment-setting teamsBooked appointments update the Salesforce opportunity and create a task for the closer.
- Compliance-minded operationsDo-not-call requests from the floor are recorded in Salesforce and removed from future lists.
What we connect between CallTools and Salesforce
A typical setup. We adjust each line to how your team uses CallTools and Salesforce.
When this happensThis is what you get
Salesforce leads in a list or report you chooseContacts in the matching CallTools campaign
A call endsA logged call on the lead or contact, owned by the agent’s Salesforce user
The disposition the agent setsThe lead status or opportunity stage you choose
The call recordingLinked from the logged call
A do-not-call requestA do-not-call flag on the lead or contact, and removal from campaigns
A callback scheduled by the agentA task for the record owner at the same time
Field mapping, event by event
Each CallTools event and exactly what it writes in Salesforce. Pick an event to see its fields.
1. Trigger · CallTools
When a call ends
Every call made or received in CallTools
2. Action · Salesforce
Log the call
In Salesforce, on the contact or lead — Where your team already works
Salesforce field
Mapped from
What happens
Activity date
Call time15 Sep, 4:00 pm
Shown in your time zone
Call time15 Sep, 4:00 pm
Shown in your time zone
Call length
Call length3 min 04 s
Stored the way Salesforce expects
Call length3 min 04 s
Stored the way Salesforce expects
Call outcome
Call outcomeInterested
Matched to your own list of outcomes
Call outcomeInterested
Matched to your own list of outcomes
Recording
Call recordingPlayable audio
Added once the file is ready
Call recordingPlayable audio
Added once the file is ready
Call notes
Call notesAsked for pricing
Saved as note text
Call notesAsked for pricing
Saved as note text
Owner
Rep’s nameMaria Lopez
Matched to the same person in Salesforce
Rep’s nameMaria Lopez
Matched to the same person in Salesforce
Contact or lead
Matched by phone number+1 415 555 0142
A new contact or lead is created only if none match
1. Trigger · CallTools
When an outcome is set
A rep marks how the call went
2. Action · Salesforce
Update the opportunity
In Salesforce — Moves one record, not all of them
Salesforce field
Mapped from
What happens
Which opportunity
Most recent open opportunityNorthwind — 12 seats
On the matching contact or lead, owned by the rep on the call
Stage
Call outcomeInterested
Looked up in the outcome-to-stage list we agree with you
Call outcomeInterested
Looked up in the outcome-to-stage list we agree with you
1. Trigger · CallTools
When a call is missed
Nobody picked up in time
2. Action · Salesforce
Create a task
In Salesforce, for the contact or lead owner — A call-back nobody forgets
Salesforce field
Mapped from
What happens
Title
Caller number+1 415 555 0142
“Call back” plus the contact or lead name, or the number if unknown
Caller number+1 415 555 0142
“Call back” plus the contact or lead name, or the number if unknown
Due
Your follow-up windowWithin 1 hour
Set to how fast your team calls back
Assigned to
Contact or lead ownerMaria Lopez
Falls back to the rep who was on the line
Contact or lead ownerMaria Lopez
Falls back to the rep who was on the line
Sample values are made up. The exact fields are agreed with you in your scope.
A one-time setup, not a monthly middleware bill
We are not a middleware. We plan the connection, set it up, test it on your calls and hand it over.
Web Repay integration setup
Middleware subscription
What you pay
One-time setup, from $100 (one-off)
A monthly plan, often priced by tasks or operations
As call volume grows
The same price, no per-task charges
Costs rise with every call that syncs
Who builds and tests it
We do, on your own CallTools calls
Your team builds and maintains every step
Where it runs
In your own CallTools and Salesforce accounts, documented
Inside the middleware vendor’s platform
When something changes
Additional support as needed, when you request it
Your team fixes the broken steps
Where a small connector layer is the most reliable route, we say so in your written scope, set it up in your own account and choose the option with the lowest running cost.
Where CallTools and Salesforce setups usually go wrong
Lists that stay current
Leads converted or closed in Salesforce should leave the campaign. We agree how often lists refresh and what removes a record.
Validation rules
Salesforce may require fields before a status changes. We check your rules so disposition updates never fail quietly.
Agents matched to Salesforce users
Every CallTools agent is matched to a Salesforce user, so activity counts for the right person.
How we set it up
- 1
Map campaigns and dispositions
Which Salesforce records feed which campaigns, and what each disposition updates. You get a written scope with a fixed one-time price.
- 2
Access for the setup
CallTools admin access and a Salesforce admin user, ideally with a sandbox.
- 3
We connect and test
We load test leads, dial them, set every disposition including do-not-call, and check Salesforce each time.
- 4
Handover
A documented map of every rule. It runs in your own accounts, with no monthly fee from us.
Test call passedEvery field in the table checked
LiveWatched for the first week
What it costs
From
$100 one-time setup
Starting price for connecting CallTools and Salesforce, built and tested. Larger mappings get a fixed quote in writing before we start.
No monthly fee from us. Additional support is available as needed, whenever you request it.
Free download
The integration health check
10 checks to make sure your website, CRM and dialer really are passing information between them.
From the blog
Further reading
Integrations
How to log every call from your dialer in your CRM
Every call on the right contact, with the outcome, the rep and the recording, and nobody typing notes afterwards. What to connect, how to match callers, and what to test.
CRM
Why your CRM is full of duplicates, and how to stop new ones
Duplicates come in through forms, imports, integrations and manual entry. Here is how to clean up what is there, and close the doors so they do not come back.
Dialers
Why fewer people answer your calls: spam labels and caller ID
When answer rates drop, the cause is often a warning label on your caller ID. How US carriers check and label calls, and what you can do about it.
Questions about CallTools and Salesforce
Can Salesforce leads go straight into CallTools campaigns?
Yes. We connect the Salesforce lists or reports you choose to the matching CallTools campaigns, refreshed on a schedule you agree.
Do CallTools dispositions update Salesforce?
Yes. Each disposition can change the lead status, move an opportunity or create a task. Every rule is agreed in your written scope.
How are do-not-call requests handled?
A do-not-call disposition flags the lead or contact in Salesforce and keeps it out of future CallTools lists. We test it before go-live.
Is there a monthly fee?
No. You pay once for the setup. Unlike Zapier, Make and similar middleware subscriptions, there is no monthly or per-task charge from us, which matters at call-floor volumes.
Rather talk it through?
Thirty minutes on how your team uses CallTools and Salesforce. You leave knowing what we would build and what it would cost.
Call ended03:04 · inbound
Lead status updatedAppointment set
Call-back taskAssigned to the contact owner