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SalesforceIntegrate Calilio With Salesforce and Log Every Conversation
Every call, text and voicemail is logged on the right Salesforce lead or contact as a call activity, with recordings, AI summaries, sentiment and transcripts attached. Your team sees the full story without leaving Salesforce.
Plans from $12/month · 14-day money-back guarantee
- 16 events synced
- Works with leads and contacts
- Respects your Salesforce rules
16 Events, Synced to Salesforce
Calls, messages, AI insights and contact changes from Calilio, all on the Salesforce records your team already works in.
One Call, One Salesforce Record, Fully Enriched
Calilio creates a single Salesforce call activity when the phone rings and keeps adding to it, through to the AI insights that arrive after you hang up. Never a second copy.
A call activity is created on the lead or contact.
The agent who picks up becomes the call owner.
Outcome, duration and direction are saved.
Link and audio file are attached to the call.
Saved in an AI Summary field on the call.
Positive, Neutral or Negative, with a score.
Attached as a file with a link on the call.
Right Where Your Team Works
Calilio uses Salesforce's own leads, contacts, activities and files, so there is nothing new for your team to learn.
Outcome, direction, duration, owner, recording, tags, AI summary and sentiment, all on the call.
Calls and SMS appear on the right record, matched by phone number. Unknown callers are added as leads.
Missed calls and voicemails create a follow-up task for the next business day.
Recordings, transcripts, voicemail audio and MMS media are attached where your team will find them.
Already using Einstein Conversation Insights? Calilio adds its own AI summary, sentiment and transcript next to it, never over it.
Sentiment, tags and summaries live in fields on the call, so you can use them in reports, list views and flows.
Built to Protect Your Salesforce Data
Calilio adds context to your CRM without touching what your team has curated.
Your Salesforce data wins. Calilio adds phone numbers and only overwrites a name when yours is empty or the record came from Calilio.
Validation rules, required fields and flows still apply. If one blocks a change, Calilio flags it instead of forcing it through.
Deleting a Salesforce contact also deletes its activities, so Calilio only flags the record. Permanent deletion is opt-in.
Post-call updates are bundled into a single request, to protect the API limits shared with your other tools.
Connect Salesforce in Five Steps
Choose the plan that fits your team.
In Calilio, go to Settings and choose Salesforce.
Sign in to the Salesforce org you want to connect.
Approve access and complete the installation.
Calls, texts and insights start syncing right away.
Set up once in Salesforce
A few quick settings so every call, summary and tag lands in the right field.
Create these custom fields on Tasks: Answered At, Recording URL, AI Summary, Sentiment, Sentiment Score, Transcript URL and Call Tags.
Add your Calilio tags as values in the Call Tags field, because Salesforce rejects values it does not know. Add a Calilio Status field (Active or Deleted) on both Leads and Contacts, and a Source field that marks records Calilio creates.
Agents are matched to Salesforce users by email, and anyone without a match falls back to a service user. Unknown callers are added as leads by default, or as contacts if you prefer.
Validation rules, required fields and flows apply to every update. Try Calilio against your real production rules before rolling it out to the team.
Made for Every Team
Click to call from Salesforce, let every call log itself, and never lose a missed lead thanks to automatic follow-up tasks.
Report on call sentiment, tags and summaries to see what drives pipeline.
See every call, recording and transcript on the record before you reply.
Connect More of Your Tools
Frequently Asked Questions
No. Calilio searches both your leads and contacts by phone number first. Only an unknown caller is added, as a new lead, and the same number is never added twice.