If you’re running sales calls through Connectandsell and tracking leads in Salesforce, you know the pain of manual updates, missed data, and tools that don’t quite talk to each other. This post is for folks who want to really connect the dots between these two systems—no hand-waving, no vague promises, just a straight-up guide to getting Connectandsell and Salesforce working together for smoother lead management.
Let’s get into what actually matters, what you should skip, and how to avoid the messes that make sales ops want to scream.
Why bother integrating Connectandsell and Salesforce?
You’re probably tired of logging calls in one tool and updating statuses in another. When Connectandsell and Salesforce are integrated, you can:
- Automatically push call data into Salesforce.
- Keep lead statuses and notes up to date (without copy-paste hell).
- Get a real picture of what’s working in your outreach—without digging through two dashboards.
But here’s the catch: the integration isn’t always plug-and-play. Some things will just work, some need a nudge, and some features are more marketing than reality. Let’s get into the actual steps.
Step 1: Get your accounts in order
Before you even touch any settings, make sure you have:
- An active Connectandsell account with admin access.
- A Salesforce account with permissions to install apps and change lead/contact fields.
- Enough user licenses for everyone who’ll be using the integration.
Pro tip: If you don’t have admin rights in both, get someone who does. You’ll save yourself hours of pointless clicking.
Step 2: Check what’s included in your Connectandsell plan
Not all Connectandsell plans include Salesforce integration. Some charge extra, or restrict which Salesforce objects you can sync. If you’re not sure, reach out to your rep or check your contract.
Don’t assume it’s included. Plenty of people have gotten halfway through setup before realizing they needed an upgrade.
Step 3: Install the Connectandsell for Salesforce AppExchange package
Here’s where things get a bit technical, but it’s not rocket science.
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Go to Salesforce AppExchange and search for “Connectandsell.”
There’s usually a managed package offered by Connectandsell. -
Click “Get It Now” and follow the prompts to install the app in your Salesforce org.
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Choose whether to install for admins only or all users.
If you’re not sure, start with admins. You can expand access later. -
Finish the install and approve third-party access if prompted.
(This just lets Connectandsell push data into your Salesforce.)
Heads up: Sometimes the AppExchange listing is out of date, or the app has limited reviews. If you hit a wall or it looks sketchy, reach out to your Connectandsell support contact for the latest install link—they’ve been known to move things around.
Step 4: Connect your Salesforce and Connectandsell accounts
Once the package is installed, you’ll need to connect the two systems so they can talk to each other.
- In Salesforce, find the Connectandsell app or tab that was installed.
- Go to “Settings” or “Configuration.”
- Enter your Connectandsell credentials or API key.
(You might need to generate an API key from your Connectandsell admin dashboard.) - Map your Salesforce users to Connectandsell users.
This is crucial. If users aren’t mapped, calls won’t log to the right records.
Watch out for:
- Usernames that don’t match between systems.
- Users with multiple Salesforce logins (use the one they actually use for sales).
Step 5: Configure what syncs—don’t just “turn on everything”
This is where a lot of integrations go sideways. Just because you can sync every field and object doesn’t mean you should.
Focus on what actually helps your sales team:
- Leads and Contacts: Sync call activity, notes, and status changes.
- Opportunities (optional): Only if your team updates opps during calls.
- Custom fields: Only if they’re used consistently (and aren’t just clutter).
Common mistakes to skip:
- Syncing every field “just in case”—that clutters Salesforce and nobody uses the data.
- Logging every dial attempt as an activity—this floods reports with noise.
- Pushing Connectandsell-specific statuses that don’t make sense in your Salesforce process.
Best practice: Start simple. Sync only what you know your team will use, then expand if you see a need.
Step 6: Set up automatic call logging
If you want true “seamless” lead management, you need calls and outcomes to log without reps doing extra work.
- Enable automatic logging in Connectandsell’s Salesforce integration settings.
- Pick what gets logged:
- Only connects?
- All dials?
- Notes taken during the call?
- Decide if you want call recordings linked in Salesforce.
(Be careful here—some orgs have privacy rules, and storage can add up.)
Reality check: Automatic logging is great—until it creates more noise than signal. If your reps make 100 calls a day, do you really want 100 activities logged per person? Maybe not. Focus on connects or meaningful call outcomes.
Step 7: Test the integration end-to-end
Don’t just trust the setup wizard. Run through the flow yourself.
- Pick a test lead in Salesforce.
- Use Connectandsell to call that lead.
- Log some notes, disposition the call, and wrap up.
- Check Salesforce—did the activity log? Are the notes there? Did any errors pop up?
- Repeat for a few different users and lead types.
If things don’t show up:
- Double-check user mapping.
- Look for field permission issues—sometimes Salesforce hides fields from non-admins.
- Check API limits (Salesforce can throttle integrations if you’re pushing a ton of data).
Step 8: Train your team (but keep it short)
Sales reps already have too many tools. Don’t hit them with a 50-slide deck.
- Show them what will show up in Salesforce after a call.
- Make it clear where to add notes (ideally, in Connectandsell during the call).
- Explain what not to do—like manually logging calls that are already synced.
Pro tip: Give them a cheat sheet for troubleshooting (e.g., “If your calls aren’t syncing, check this first…”). Support tickets will drop.
Step 9: Monitor, tweak, and ignore the hype
After a week or two, take a look at what’s actually coming through:
- Are the right activities logging?
- Is there too much clutter?
- Are reps complaining about missing data or double entries?
Dial the sync settings up or down. Don’t be afraid to turn off features that just add noise. The goal is to make lead management easier, not bury your team in busywork.
Ignore:
- Overly complicated dashboards Connectandsell or Salesforce salespeople try to sell you on.
- Fancy “AI-driven insights” unless they solve a real problem for your team.
Common pitfalls (and how to dodge them)
- “Phantom” users: If someone leaves, un-map them from both systems or you’ll get weird data.
- Field mismatches: If you change a field in Salesforce, update your integration mapping.
- Permission errors: If reps can’t see or edit synced data, check Salesforce profiles and field-level security.
- API usage: Heavy call volumes can trip Salesforce API limits—watch for warning emails.
Wrapping up: Keep it simple and iterate
A good integration should take work off your plate, not add more. Start with the basics—just sync calls and notes, get your team comfortable, and build from there if needed. Skip the bells and whistles until you’ve nailed the basics.
If something’s not working, don’t be afraid to scale back. The best integrations are the ones your team barely notices—they just work.