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How to Connect Salesforce CRM

Written by Nikita Podelenko

Connect Salesforce so every call your receptionist handles is logged in Salesforce automatically, with new callers added as Leads.

What gets sent to Salesforce

After each finished call (incoming or outgoing), SkipCalls:

  • Looks for the caller among your Contacts, then your Leads, by phone number and then by email.

  • Creates a new Lead if no match is found (you can turn this off). New Leads get the name, phone, email and company the caller gave, plus your chosen Lead Source.

  • Logs a completed Task on the record with the call summary, length, direction and call result. Calls from hot leads are marked High priority.

  • Logs customer file uploads made through a SkipCalls upload link.

Before you start

  • A SkipCalls Growth, Business or Enterprise plan. CRM connections are not included on Starter.

  • A Salesforce edition with API access (for example Enterprise, Unlimited or Developer).

  • A Salesforce admin who can create a Connected App.

Step 1: Get your Salesforce details

You need two things: your Instance URL and an OAuth Access Token.

  1. In Salesforce, click the gear icon and open Setup.

  2. Search Quick Find for App Manager and open it.

  3. Click New Connected App. Enter a name (for example "SkipCalls"), an API name and your email.

  4. Check Enable OAuth Settings and add these scopes:

    • Access and manage your data (api)

    • Perform requests on your behalf at any time (refresh_token, offline_access)

  5. Salesforce requires a Callback URL. Enter https://localhost; SkipCalls doesn't use it.

  6. Save. The app can take 2 to 10 minutes to become active.

  7. Use the app's Consumer Key and Consumer Secret to get an access token through Salesforce's OAuth flow. Your Salesforce admin or developer can help with this step.

  8. Your Instance URL is your My Domain address, for example https://yourcompany.my.salesforce.com.

Step 2: Connect Salesforce in SkipCalls

  1. In the SkipCalls dashboard, open Integrations in the left menu and go to the CRM tab.

  2. Click Salesforce.

  3. Enter your Salesforce Instance URL, including https://.

  4. Paste your OAuth Access Token.

  5. Set the Lead Source (default: SkipCalls). New Leads are tagged with it so you can report on them.

  6. Leave Automatically Create Leads on if you want unknown callers added. If it's off, SkipCalls only logs calls for people already in Salesforce.

  7. (Optional) Open Advanced Settings and turn on Smart Filter to only send calls that match rules you write in plain English, for example "Only send calls where the caller asked about pricing."

  8. Click Test Connection, then Save Settings.

Change or disconnect

Go to Integrations → CRM. Under Connected, click Edit to change settings or paste a new token, or the trash icon to disconnect. Anything already in Salesforce stays there.

Troubleshooting

  • Calls stopped syncing: Salesforce access tokens can expire. Get a new token and paste it in with Edit.

  • Test Connection fails: check that the Instance URL starts with https:// and matches your My Domain exactly, and that the Connected App has the api and refresh_token scopes.

  • No new Leads: make sure Automatically Create Leads is on. Calls with no phone number and no email are skipped.

  • Can't open the Salesforce setup: CRM connections need the Growth plan or higher.

Related: Integrations & API: Connecting SkipCalls to Your Tools · Salesforce: Create a Connected App

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