CRM Customisations for Salesforce, Hubspot, Leadsquared, Zoho and Microsoft Dynamics.

How Salestrail Call Logging Works by Default

By default, Salestrail only logs calls to your CRM when we find a matching record and in this order- Contacts, accounts then leads. We can also customise to log calls to opportunities.

If Salestrail cannot find a match, the call will not be pushed to the CRM. In the Salestrail dashboard, go to:

Integrations → Integration Log

You will see a red dot next to the call. If you hover over the red dot, you will see the reason.
If the number does not exist in your CRM, the reason will show as:

“No match results found.”

To resolve this, create the Contact (or relevant record) in your CRM, then replay the call again.

Logging Calls Even When No Match Exists (Customisation)

If you want Salestrail to log calls even when the number does not exist in your CRM, we can build a customisation for you.

To do this, we need the following information:

1. What object should we create?

Where should each call be saved in your CRM?

Examples:

• Activity / Task

• Call

• Note

• Custom Object (example: “Call Log”)

If you want a custom object, please confirm the name.

2. What fields should be included, and what values should populate them?

Please list the fields you want and what data should go into each one.

Typical examples:

• Phone number (to/from)

• Call date and time

• Call direction (Incoming / Outgoing / Missed)

• Call duration (seconds)

• Recording link (if applicable)

If any field is a dropdown, please share the exact dropdown values.

3. How should the call be stored and associated?

Please confirm how the call should be linked in your CRM.

For example:

• Link to Contact only

• Link to Lead only

• Link to Company/Account

• Link to Deal/Opportunity

Once you confirm these three points, we can build the logic exactly as you need.

Please send your answers to support@liid.com once you have an active paid subscription.