Salesforce
Connect every call to your sales pipeline — automatically.
Interlink's integration with Salesforce bridges your phone system and CRM in real time. Every inbound call surfaces the Salesforce contact record before your rep picks up. Every call is logged automatically when it ends — duration, outcome, recording link, and notes — directly on the Salesforce contact, lead, or opportunity. No manual entry. No missed touchpoints.
What the Salesforce integration includes
Every feature below is configured and managed by Interlink — no IT overhead on your side.
Real-Time Screen Pop
The moment an inbound call arrives, the matching Salesforce contact, lead, or account record opens automatically — so your rep answers already knowing who's calling and why.
Automatic Call Logging
Every call — inbound or outbound — is logged on the Salesforce record the moment it ends. Duration, disposition, agent, queue, and a link to the recording appear with no manual effort.
Click-to-Dial from Salesforce
Click any phone number in Salesforce to place the call via Interlink instantly. Eliminates manual dialing errors and cuts outbound call setup time.
Lead & Opportunity Linking
Calls are linked to open opportunities and leads — not just contacts — giving your pipeline a full call history alongside deal notes and stages.
New Contact Creation
When an unknown number calls in, reps can create a new Salesforce contact or lead directly from the Interlink interface without leaving the call.
Recording Link on Record
Call recordings are stored by Interlink and the playback link is written directly to the Salesforce activity log for compliance and coaching access.
How it works
Interlink handles the entire setup. You're up and running without touching a config file.
Interlink Configures the Connector
We set up the Interlink–Salesforce integration using your Salesforce credentials and map call fields to your existing record structure.
Inbound Call Triggers Screen Pop
When a call arrives, Interlink queries Salesforce by caller ID and surfaces the matching record in a browser pop-up.
Call Data Written on Hangup
The moment a call ends, Interlink writes the log entry to Salesforce — no agent action required.
Click-to-Dial from Any Record
Reps click phone numbers in Salesforce to initiate calls from Interlink — desktop app, web client, or mobile.
Business benefits
No Manual Data Entry
Reps spend time selling, not logging. Every call touchpoint lands in Salesforce automatically.
Full Customer Context
Answer every call with the account history already visible — deal stage, last interaction, open cases.
Accurate Pipeline Reporting
Salesforce reports reflect actual call activity, not what reps remember to log.
Faster Onboarding
New reps have full call history from day one — no knowledge gaps when accounts transfer.
Who it's built for
Ideal For
Enterprise and mid-market sales and service teams already using Salesforce as their primary CRM.
Common Use Cases
- Sales teams managing high outbound call volumes
- Account managers handling named accounts
- Inside sales with Salesforce-based pipeline tracking
- Support teams using Salesforce Service Cloud
Explore other CRM integrations
Get set up in a day.
Interlink configures, tests, and manages your Salesforce integration end-to-end. No IT project. No long deployment window.
Schedule a Free Consultation