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Why Integrate Salestrail with Your CRM?

Integrating Salestrail ensures every sales call is logged, recorded, and analyzed—without manual work.

Instant Call Logging and Smart Matching

Say goodbye to forgotten follow-ups and disconnected records. With automatic call logging for sales teams, every call is automatically categorized and logged under the correct lead, contact, or account in your CRM.

 

  • Automatically match phone numbers to existing CRM records
  • Categorize each call as inbound, outbound, answered, or missed
  • Ensure all stakeholders see real-time updates on shared contacts

This creates a single source of truth that boosts alignment and productivity across your team.

 

Recording Integration for Transparent Communication

Need to revisit a conversation? With call recording CRM integration, recordings are instantly attached to your CRM records so you can replay conversations when context matters most.

 

  • Call recordings are linked to associated CRM tasks or activities
  • Access past interactions directly from within your CRM
  • Train new reps, resolve disputes, and enhance accountability with ease


This integration supports CRM with call tracking and recording, helping your team deliver more personalized follow-ups.

 

In-App Features That Supercharge Workflow

Our mobile app is not merely an extension—it's a productivity engine. Once connected to your CRM, it is an energized sales tool that keeps your team informed and productive on the fly.

 

  • Search CRM leads, contacts, and accounts directly within the app
  • Display caller names on call logs and dashboards
  • Post-call prompts to add notes and update CRM details (Android)
  • Real-time caller identification with CRM data

 

The result? Fewer missed details and smoother sales cycles—even when your team is on the move.

Leverage CRM Reports for Deeper Insights

Visualize every call in your CRM’s reporting tools to see exactly where your efforts are making the biggest impact. By creating customized dashboards and metrics, you’ll gain a clear view of your most important activities—and ensure your team’s time is focused where it truly matters.

  • Combine call performance data with the data in your CRM
  • Check that you are spending your time on the most prospective clients
  • Measure lead to action time

 

 

 

 

Maximize Your Time by Syncing Salestrail with the Tools You Already Use

The possibilities are endless for you!

 

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Salesforce

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Hubspot

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Ginni.ai

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Microsoft Dynamics

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Leadsquared

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API & Webhooks

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Built-In Integrations

Salestrail connects instantly with:

Once integrated, Salestrail matches every call made on your mobile device with your CRM data, logging the call under the correct entity and attaching the recording if needed. Customize workflows to match your sales process and ensure your CRM is always complete and accurate.

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Salestrail API for Custom Platforms

Have a custom CRM? Use the Salestrail API to push or pull call logs, durations, and recordings into your system. With our flexible Pull API and Webhooks, integration fits your workflow—no matter how complex.
Build your own CRM call tracking solution using our API and get full control over your sales data.

 

What Gets Logged?

When you connect Salestrail, your CRM gets instant access to:

  1. Call direction (inbound/outbound)
  2. Call status (answered/missed)
  3. Duration
  4. Recording links
  5. Timestamps
  6. Associated lead/contact/account

Everything is synced automatically, ensuring complete visibility into the sales team's performance.

 

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Mobile App Features (CRM-Enabled)

Salestrail's mobile app gets even more powerful when connected to your CRM:

  •      Caller ID from CRM: Know who's calling, instantly
  •      In-App CRM Search: Find and dial leads directly from the app
  •      Contact Name in Call Logs: Stay organized on the go
  •      Post-Call Prompts: Update notes and call outcomes right after each call

These tools help your team move faster, follow up smarter, and stay organized in real time.

Key Benefits of Integration

How can I get started with call recording?

Let's Schedule a Demo

In addition to an innovative mobile application, we are very satisfied with the level of customer service and their genuine interest in responding to our requests. The best Salesforce experience so far!
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Lauri Hyry
Salesforce user since 2010

 Previously, we did not know the exact talk time a sales manager spent on the phone with our customers. Our customer base grew by 10x during the pandemic and the telesales team grew along similar lines. It was obvious that we just couldn’t continue logging calls manually anymore”.
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Nilesh Raj
Business Manager at Airblack
"Without Salestrail, we would not be able to see and manage sales activities that are crucial for revenue growth."
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Arshdeep Sharma

Sales Director, WhiteHat Jr

We have been heavy users since the beta release and having your activities in Salesforce has never been easier. I love the feature where you can have your personal tasks right at your fingertips. You never miss a thing. I definitely recommend this app to anyone who wants to keep track of sales activities.
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Peter Grant
CEO, Cloudapps

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