How to Connect Salesforce CRM

The Salesforce integration allows you to automatically sync call data and SMS conversations directly into your Salesforce CRM. With this integration, SkipCalls can automatically create or update Leads and log call activities, ensuring your sales team has all the context they need without manual data entry.

What this does

Once connected, SkipCalls will:

Automatically search for existing Contacts or Leads by phone number.
Create new Leads automatically if a match isn't found (optional).
Log call summaries, durations, and recording URLs as Tasks.
Sync data collected by AI agents (like names, companies, and goals) directly to Lead fields.
Use "Smart Filter" AI to decide which calls are important enough to sync based on your custom rules.

Before you start

Ensure you have the following ready:

A Salesforce account with API access (Enterprise, Unlimited, or Developer editions).
A SkipCalls account with an active subscription.
A Connected App created in Salesforce (see the "How to get credentials" section below).

Step-by-Step Setup

In SkipCalls, navigate to Settings → API Keys → CRM tab → Salesforce.
Enter your Salesforce Instance URL (e.g., https://acme.my.salesforce.com).
Enter your OAuth Access Token from your Salesforce Connected App.
Set a Lead Source name (default is "SkipCalls") to track where your leads are coming from.
Enable or disable "Automatically Create Leads". If disabled, SkipCalls will only log activities for existing records.
(Optional) Enable Smart Filter and provide instructions if you only want to sync specific types of calls (e.g., "Only sync calls where the user mentioned pricing").
Click "Test Connection" to verify your credentials.
Click "Save Settings" to activate the integration.

How to get credentials

To connect SkipCalls, you need to create a "Connected App" in Salesforce to generate an access token.

1. Create a Connected App

Log in to Salesforce and click the Setup (gear icon) in the top right.
In the Quick Find box, search for "App Manager" and select it.
Click "New Connected App" in the top right corner.
Fill in the Basic Information:
- Connected App Name: SkipCalls Integration
- API Name: SkipCalls_Integration
- Contact Email: Your email address
Check the "Enable OAuth Settings" box.
Add the following Selected OAuth Scopes:
- Access and manage your data (api)
- Perform requests on your behalf at any time (refresh_token, offline_access)
Set the Callback URL to https://localhost (this is required by Salesforce but not used for this specific token method).
Click Save. Note that it may take 2-10 minutes for the app to become active.

2. Get your Access Token and Instance URL

Instance URL: This is your Salesforce "My Domain" URL, found in the browser address bar (e.g., https://yourcompany.my.salesforce.com).
Access Token: You can generate a permanent token using the Consumer Key and Consumer Secret via OAuth flow, or use a temporary Session ID for testing purposes. For production use, we recommend using a Refresh Token flow to obtain a stable Access Token.

What gets synced

Field	Description
Call Summary	AI-generated summary of the entire conversation.
Duration	Total length of the call in minutes.
Recording URL	A direct link to listen to the call recording.
Data Collected	Specific fields captured by the agent (e.g., Budget, Timeline).
Lead Status	Mapped based on the call outcome (e.g., Qualified, Busy, No Answer).

Troubleshooting

Invalid Token: Ensure your Access Token hasn't expired. Salesforce sessions often expire after 2 hours unless using a Refresh Token.
Connection Failed: Verify your Instance URL includes the https:// prefix and matches your Salesforce domain exactly.
Leads not creating: Check that "Automatically Create Leads" is toggled ON in SkipCalls settings.
Missing Scopes: Ensure your Connected App has both api and refresh_token scopes enabled.

Quick Reference

Default Lead Source: SkipCalls
Required Scopes: api, refresh_token
API Version: v59.0