Integration

CallVelocity
+ Salesforce

Push CallVelocity call intelligence into Salesforce automatically. No manual data entry.

☁️

Salesforce is the enterprise CRM standard — and CallVelocity integrates directly with it to ensure every call analyzed surfaces immediately on the right Lead, Contact, and Opportunity records. Your sales ops team stays in Salesforce. CallVelocity does the work in the background.

How it works

Connect via Salesforce Connected App

Authorize CallVelocity from your Salesforce settings or use our guided setup. Works with both Salesforce Classic and Lightning Experience.

Configure object and field mapping

Map CallVelocity outputs (call score, summary, flags, rep name) to Salesforce fields on Lead, Contact, and Opportunity objects. Custom field support included.

Call data writes automatically

After each analyzed call, a call record is created in Salesforce with full metadata — matched by phone number to the right Lead or Contact. Opportunities can be updated automatically based on call score thresholds.

What's included

Supports Sales Cloud, Service Cloud, and custom Salesforce orgs

Automatic Lead and Contact matching by phone number

Creates Task or Call activity records in Salesforce

Custom field mapping to any standard or custom object

Configurable automation triggers (e.g., flag opportunity if score < 40)

Enterprise SSO compatible

Who this is for

Enterprise sales teams and revenue ops leaders who run Salesforce as their system of record and need call intelligence surfaced there without adding friction to rep workflows.