Salesforce call tracking, call logging, and recording on autopilot

Automatically log all your team’s calls and texts —  and build better relationships — with OpenPhone's Salesforce integration.

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Log all interactions in Salesforce

Tired of manually logging your interactions with prospects? Automatically log calls, texts, and voice messages with OpenPhone's Salesforce integration. That way, Salesforce serves as your team’s actual single source of truth.

OpenPhone Salesforce call logging
OpenPhone Salesforce contact details

Get complete context anywhere, anytime

Easily see when a Salesforce contact calls or texts in OpenPhone. Your team can access contact information anywhere with our iOS, Android, and desktop apps. Plus, enrich contact data with notes and custom properties so that your team can wow your prospects.

Close more deals as a team

Teamwork makes the dream work! Share ownership for calls and texts with shared numbers. Your entire team can easily review calls, texts, and voice messages with a specific contact in a single view so anyone can follow up faster. Tag team members for help or handoffs with OpenPhone's internal threads.

OpenPhone internal threads

Why thousands of teams use OpenPhone

With OpenPhone’s all-in-one VoIP system, your team can use our Salesforce call tracking feature to streamline communication and drive more revenue — all from an easy-to-use app.

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Save dozens of hours with workflow automations

Want to automatically send a text after someone fills out a form on your team's website? Or loop in other departments to conversations you are having with your contacts? 

Give dozens of hours back to your team with OpenPhone’s webhooks and integrations with Zapier and Slack. Automate repetitive tasks like sending confirmation text messages when a prospect books a demo via Calendly. Make your sales process more efficient — your team will thank you.

Impress your contacts with an elite messaging experience

OpenPhone helps you craft the right text message at the perfect time. 

With Snippets, your team can respond to common contact questions instantly without having to start from scratch every single time. If your team is not sure where to start with a reply to a lead, they can even use OpenPhone’s AI-generated text responses. 

Your team can send scheduled messages your contacts ahead of time — based on your contact’s specific time zone. 

Your contacts also don't ever have to feel like they're left hanging. Auto-Replies set the right expectations for new leads when your team is out of office or outside business hours. 

Plus, sprinkle in delight with any text sent through OpenPhone. Easily message photos, videos, GIFs, and other files.

Elevate your team’s performance with call recording and transcriptions

Automatically record calls on OpenPhone and log them in your Salesforce account. 

AI in OpenPhone lets you easily review any recorded conversation with instant call transcripts, summaries, and next steps for you, making it easier for your team to move deals through your pipeline. 

Review call data at a glance in OpenPhone’s shared inbox and use call transcripts to identify coaching opportunities for your team.

Leverage your collective knowledge on a single call

OpenPhone helps you bring your sales team’s collective knowledge to every phone call. 

With Group Calling, invite multiple team members in real time to answer objections as a team or negotiate pricing. 

Your team can also hand off contacts to specific colleagues via call transferring so they can continue the sales conversation. 

Get as many numbers as your team needs

OpenPhone gives you the ability to have multiple US and Canadian toll-free numbers so that you can equip teams with direct phone numbers, department-specific inboxes, and phone numbers to support different markets. 

Local area codes ensure your team appears to have a more local presence so they can more effectively connect with leads. 

Each user comes with one free local US, Canadian, or North American toll-free number. Each additional number is just $5 per month so you can easily scale your business phone system. 

Enjoy painless setup and transparent pricing

Plans with our Salesforce integration start at $23 per user per month with free calling and texting to the US or Canada. Any additional fees you can expect to pay based on your team’s unique needs are available on our pricing page

You can test out the integration’s functionality with a temporary number and see how easy it is to set up during our free, seven-day trial

Once you’re ready to sign up for a paid plan, you can invite all your teammates and get everyone up and running in just a few steps.

No hidden fees

Find out how much you’re investing in your business phone solution upfront on our pricing page.

Frequently asked questions

Can’t find the answer here? Check out our Help Center.

Who can set up & use the Salesforce integration?
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In order to use OpenPhone's Salesforce CRM integration:

  • Customers must have Salesforce API access. API access is included for Salesforce Enterprise, Unlimited, Performance or Developer editions of Salesforce. API access can be added to Salesforce Professional. API access is not available for customers using Salesforce Group and Essentials editions. Read more on this here.
  • You also need to be an admin in Salesforce in order to connect Salesforce to OpenPhone.
  • Customers on the OpenPhone Business plan will be able to use the integration. In OpenPhone, you must be a workspace owner or admin user to be able to set up the integration.
How does the Salesforce integration work?
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With the Salesforce integration, OpenPhone calls are automatically logged in Salesforce so your team can save time after calls.

If your team records your calls, the call recording URL and recording duration display in the activity description in a Salesforce record. Plus, OpenPhone automatically specifies the direction of the call in the activity subject line in Salesforce.

Text messages can also automatically be logged in Salesforce. The integration logs text exchanges in a group so that any messages between you and a contact within the span of an hour or less show as a single activity.

For more detailed information on how the integration works, including which fields from your OpenPhone account are shared with your Salesforce account, check out this article.

How do I set up Salesforce call tracking in OpenPhone?
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  • Go to the OpenPhone web or desktop app.
  • Select "Integrations" under the Workspace settings.
  • Select Salesforce and click “Connect to Salesforce”.
  • Select If you haven’t already, log into your Salesforce account. Salesforce will ask you to confirm the Salesforce account you want to connect to OpenPhone.and click “Connect to Salesforce”.
  • After you confirm you wish to connect the apps, you’ll be redirected back to the integration settings in OpenPhone. From the integration settings, you will be able to configure whether you want to log calls for all numbers or specific lines in your workspace.

Ready to improve your team's communication?

Join thousands of businesses already using OpenPhone to communicate better with their customers.