Integration
CallForge + Salesforce: Turn leads into booked meetings on autopilot.
Bridge CallForge with Salesforce to auto-create tasks, update lead statuses, and log activities — keeping your org perfectly in sync.
+How it connects
Get up and running in minutes with a simple setup flow.
Connect via OAuth
Authenticate with your Salesforce org and grant access to Leads, Contacts, Opportunities, and Tasks.
Select objects and record types
Choose whether to work with Leads, Contacts, or both, and pick the record types CallForge should update.
Define field mappings
Map CallForge call data to standard or custom fields — e.g. Lead Status, Task Subject, or a custom Qualification Score field.
Activate and track
Switch the integration on. Every call creates a completed Task, and booked meetings generate Events linked to the correct record.
What syncs
Data flows automatically between CallForge and Salesforce.
| Direction | Field | Description |
|---|---|---|
| CRM → CallForge | Leads & Contacts | Pull lead and contact lists using SOQL filters or report IDs. |
| CallForge → CRM | Task Activities | Create completed Task records with call subject, notes, and duration. |
| CallForge → CRM | Lead Status | Advance Lead Status to 'Qualified' or 'Meeting Booked' based on call outcome. |
| CallForge → CRM | Opportunities | Optionally create or update Opportunity records when a meeting is confirmed. |
In practice
An insurance brokerage pushes new web-form leads into Salesforce. CallForge picks them up in real time, dials each lead, asks qualifying questions, and either books an adviser appointment or marks the lead as not interested. Completed Task records appear on the lead timeline, and the sales manager reviews a real-time Salesforce dashboard tracking connect rates and meetings booked.
Frequently asked questions
- Does it support Salesforce Lightning and Classic?
- Yes. The integration works with both Lightning Experience and Salesforce Classic orgs.
- Can I filter which leads CallForge dials?
- Absolutely. You can use any Salesforce list view, report, or SOQL query to define your call list.
- Is Person Accounts supported?
- Yes. CallForge handles both the standard Lead/Contact model and Person Accounts.
- How is authentication handled?
- We use OAuth 2.0 with refresh tokens. Your Salesforce credentials are never stored by CallForge.
Ready to connect Salesforce?
See how CallForge works with Salesforce — book a personalised demo or get in touch with our team.