Integrate Real-Time Caller ID

and CRM Lookups

Salestrail’s Caller ID feature identifies incoming calls in real-time using data from your CRM or connected contact sources. Even if a number is not saved in the mobile phone’s native contacts, Salestrail cross-references the incoming number with your CRM (e.g., Salesforce, HubSpot, Zoho, or Microsoft Dynamics) and displays the contact’s name and company on your Android or iPhone, ensuring your team always knows who is calling.

Triggering Actions Based on Caller ID

Salestrail’s caller ID feature can act as the first step in automating workflows. When a known contact calls, the system can trigger pre-defined actions based on that phone number. Examples include:

Screen Pop-Ups: Instantly open the contact, lead, or opportunity page in your CRM.
Auto-Tagging: Calls from specific clients can be tagged as "High Priority" or linked to ongoing deals.
Smart Notifications: Notify team leads or assign follow-up tasks automatically if a VIP client is calling.
CRM Logging: Auto-log the call under the appropriate record, including call direction, timestamp, and duration.
Integration Hooks: Use Salestrail’s API or webhook integration to trigger external systems (e.g., sending a Slack alert, updating a deal stage, triggering a support workflow).

Integrate Real-Time Caller ID

and CRM Lookups

Triggering Actions Based on Caller ID

Use Cases Across Teams

Integration Possibilities

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Salestrail on iOS

Salestrail for Android

Reporting & Analytics

Salestrail