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CRM Integration Overview

Connecting Salestrail to your CRM means every call your team makes is automatically logged to the right contact, lead, or account — without anyone entering it manually. All field mapping and logging behaviour is fully customisable — if the defaults don't fit your workflow, contact support@liid.com and we'll configure it for your account.

How it works

When a call ends, Salestrail looks up the phone number in your CRM and logs the call as an activity against the matching record. The whole process is automatic and typically completes within a minute of the call ending.

Calls are matched to CRM records in this priority order: Contact > Account > Lead. If two records of the same type share a number, the one with the most recent activity is used. This matching logic can be customised if your CRM is structured differently.

What Salestrail logs to your CRM

For each call, Salestrail logs:

  • Direction — inbound or outbound
  • Outcome — answered or unanswered
  • Duration
  • Date and time
  • The contact, lead, or account the call is matched to
  • Notes added in the Salestrail app
  • A link to the call recording (if recording is enabled)

All of the above can be mapped to different fields, and additional data points can be added. Contact support@liid.com with your specific requirements.

Supported CRMs

Salestrail has ready-made integrations for the most commonly used CRMs, but can connect to any CRM that supports webhooks or an API.

Ready-made integrations:

  • Salesforce
  • HubSpot
  • LeadSquared
  • Zoho
  • Microsoft Dynamics

Everything else: If your CRM isn't on this list, you can connect it using the Push API (webhook) or Pull API. Contact support@liid.com and we'll discuss the best approach for your setup.

Before you connect

  • Only the Owner of the Salestrail organisation can connect the integration. If you're not the Owner, ask whoever set up your Salestrail account to do this step.
  • Make sure your CRM account has API access enabled. Without this, Salestrail cannot connect. This is particularly relevant for Salesforce, where API access is controlled at the profile level.
  • CRM integration is an add-on feature. Check that it is included in your Salestrail subscription before you start. If you're unsure, check Dashboard > Subscription or contact support@liid.com.