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Unlock More Value with CRM Integration

Connect Salestrail to your CRM using our ready-made integration and enhance your call monitoring capabilities even further.

Automatic Call Logging

Seamlessly log calls under the appropriate lead, contact, or account in your CRM—customizable to fit your specific workflow.

  • Calls are automatically matched with the corresponding numbers in your CRM, ensuring they’re recorded in the right place.
  • Everyone involved with a contact gets immediate access to the most up-to-date information.
  • Calls are logged as answered or unanswered and are clearly marked as inbound or outbound.

Call Recording Links

Automatically attach recording links to relevant tasks in your CRM, so you can quickly review past conversations.

  • Call recordings are automatically linked to your CRM call log.
  • Easily access historical conversations for review.

 

 

 

 

Extended In-App Features

  • Enable users to search for leads, contacts and accounts on the phone
  • Show the CRM contacts name in the call list on the app and the dashboard
  • Call Notes & Disposition: Categorize and annotate each call for better 
  • Real-Time notifications: Receive a notification immediately after a call to update notes in your CRM (Android)
  • Caller ID: Identify incoming callers to stay prepared and responsive.

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

Ready-Made Integrations

Instantly connect Salestrail with the platforms you already rely on:

  • Salesforce

  • HubSpot

  • Leadsquared

Our pre-built connectors make it straightforward to push vital call information—like who called whom, was the call answered or not, how long did the call last —directly into your CRM. Salestrail matches the call made on your devices with the data in your CRM and logs the call under the right Lead, Contact, Account, Opportunity or any other entity in your CRM. Even better, you can tailor everything to suit your unique workflow, including the option to auto-log call recording links for hassle-free access and review.

 

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Salestrail API

For teams with a custom CRM or a platform we don’t have a direct integration for, the Salestrail API makes it easy to sync all your call data. Use our Pull API or Webhooks to pull or push call logs and recordings anywhere you want. Everything can be set up to fit seamlessly into your existing workflows, no matter how specialized your setup may be.

 

How does the integration work?

When you enable Salestrail’s integration in the call analytics dashboard, data flows seamlessly from your mobile devices into the Salestrail dashboard—and then straight into your CRM. Calls are automatically matched to existing records, like leads, contacts, or accounts, and are logged as answered/unanswered and inbound/outbound. This setup means you can use your CRM’s reporting tools to see exactly how much time you’re spending on key customers and high-potential deals. Plus, call recordings are linked directly in your CRM for quick access.


If you prefer to view only CRM-matched calls in your Salestrail dashboard or custom graphs, you can easily choose to do that as well.

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Get more out of the Salestrail app by connecting to your CRM

If you use Salesforce, Hubspot or Leadsquared you can easily integrate with them, which will activate more features on the Salestrail app

  • In-App Contact Search: Look up leads and clients from your CRM within the Salestrail app, then call them immediately—no more juggling multiple screens.

  • Caller ID Recognition: Know exactly who’s calling before you pick up, making it easier to deliver a personalized response.

  • Show the CRM contacts name in the call list on the app and the dashboard

  • Immediate Post-Call Prompts. Receive a notification after each call, prompting you to add notes or update CRM fields so nothing slips through the cracks.

Key Benefits of Integration
Real-Time Call Data Sync
Advanced Search
Caller ID for Salesforce, Hubspot & Leadsquared
Streamlined Workflow
Data-Driven Decisions

Keep your CRM up to date with accurate call logs, including duration, call type, and links to recordings—no more manual data entry.

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Look up CRM leads, contacts, or accounts directly from the Salestrail mobile app.

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Identify callers instantly, so you’re always prepared before answering the phone

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Receive post-call prompts, add notes, and update CRM fields immediately after each conversation—saving time and ensuring nothing slips through the cracks.

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Leverage enriched call data in your CRM’s reporting features. Spot trends, measure team performance, and allocate resources more effectively.

 

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How can I get started with call recording?

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“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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Salestrail

Liid Oy, Arkadiankatu 28a, 
00100 Helsinki, Finland
Call us: +358 40 768 3813

sales@liid.com 
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