If you’re tired of manually updating Salesforce every time you finish a call, you’re not alone. This guide is for anyone who wants Prezcall and Salesforce to play nice together—whether you’re in sales ops, IT, or just the unlucky person who drew the integration straw. We’ll cut through the hype and get straight to the steps you actually need, with honest advice on what works and what isn’t worth your time.
Why Bother Integrating Prezcall with Salesforce?
Let’s be real: nobody wants to enter the same info twice. If your calls, notes, and follow-ups live in Prezcall but your team tracks everything in Salesforce, your data’s going to get messy—fast. By integrating Prezcall with Salesforce, you can:
- Sync call logs, recordings, and notes automatically.
- Cut down on manual data entry (and human error).
- Give your team a single source of truth for deals and contacts.
If you’re after a “seamless” sync, this guide will walk you through what’s possible—and what to watch out for.
Step 1: Get Your House in Order
Before you dive into settings and APIs, do a quick audit:
- What data do you actually need synced? (Calls, notes, recordings, custom fields?)
- Does your Prezcall plan include Salesforce integration? (Some tiers don’t—double-check.)
- Do you have Salesforce admin rights? (You’ll need them for most setup steps.)
Pro tip: Don’t try to sync everything. Start simple—just the fields your team actually uses. You can always add more later.
Step 2: Connect Prezcall to Salesforce
Let’s get the two talking.
A. Find the Prezcall Salesforce Integration
- In Prezcall, head to your dashboard.
- Look for “Integrations” or “App Marketplace.” (The wording moves around—check the sidebar or settings menu.)
- Find the Salesforce integration and click “Connect.”
If you don’t see Salesforce listed, it’s probably a plan limitation or a feature that needs enabling. Check Prezcall’s pricing page or contact support—don’t waste an hour hunting for a button that isn’t there.
B. Authenticate with Salesforce
- Hit “Connect” and you’ll be redirected to Salesforce.
- Log in with the Salesforce account you want Prezcall to use. (Best practice: use a dedicated integration user, not your personal login.)
- Approve the permissions Prezcall requests. (Yes, it’s a lot. That’s normal—they need access to write call logs and pull contact info.)
Heads up: If your org uses two-factor authentication or extra security layers, you might need to whitelist Prezcall or get help from IT.
C. Map Your Fields
This is where most integrations go sideways. Prezcall will ask you which Salesforce fields should receive what data (e.g., call time, duration, notes, outcome).
- Map only what you need. (Don’t try to sync every custom field on day one.)
- Double-check field types—text to text, date to date, etc.
- If a field doesn’t exist in Salesforce, create it first. Don’t try to map Prezcall data to a non-existent field.
Pro tip: If you have custom workflows or objects in Salesforce, start with basic mapping. Advanced mapping often needs custom code or a middleware tool—see Step 6.
Step 3: Test the Connection
Don’t trust the “integration successful” message—test it yourself.
- Place a test call in Prezcall.
- Add notes, a follow-up, and tag a contact.
- Check Salesforce: Did the call log show up? Are the notes correct? Is it linked to the right contact or opportunity?
If something’s missing or weird, go back to your field mapping and permissions. It’s almost always one of those.
Common Problems (and How to Fix Them)
- Duplicate records: Make sure Prezcall is using Salesforce’s unique contact IDs, not email addresses or names.
- Missing calls: Check API limits in Salesforce. If you’re hitting the daily cap, some logs won’t come through.
- Notes not syncing: Field type mismatch or missing permissions—double-check both.
Step 4: Roll It Out to Your Team
Once your test call works end-to-end, it’s time to let others use it.
- Train your team on what gets synced: Don’t assume everyone will notice new fields or workflows.
- Set expectations: Some things (like custom objects or third-party app fields) probably won’t sync out of the box.
- Keep it simple: If the integration starts breaking, it’s usually because someone added complexity (like new required fields) without updating the mapping.
Step 5: Automate and Monitor
Now that you’ve got the basics working, you can start automating and tightening things up.
Add Automation (If Needed)
- Salesforce Flows or Process Builder: If you want to trigger tasks or alerts based on Prezcall data, use Salesforce’s built-in automation tools.
- Prezcall Workflows: Some Prezcall plans let you auto-tag, assign, or even schedule follow-ups based on call outcomes.
Don’t go overboard. Every automation is another thing that can break.
Monitor Sync Health
- Check integration logs weekly: Both Prezcall and Salesforce usually offer logs or error reports.
- Spot-check records: Every so often, pick a random day and make sure everything matches up.
If you start seeing sync failures, it’s usually because Salesforce fields changed, permissions were revoked, or API limits were hit.
Step 6: Advanced: Custom Fields and Middleware
If your workflow is straightforward, you can ignore this section. But if you need to:
- Sync custom Salesforce objects (not just leads/contacts)
- Push Prezcall data to other apps (like Slack, marketing tools)
- Handle complex logic (e.g., “If the call is over 30 minutes, create a follow-up task…”)
…then off-the-shelf integration probably isn’t enough.
Your Options
- Zapier, Workato, or Make: These tools sit between Prezcall and Salesforce and let you build custom workflows without writing code. They’re not free, but they’re a lot faster than hiring a developer.
- Salesforce API and Prezcall Webhooks: If you have developer muscle, you can build custom integrations. This is powerful, but also the fastest way to create headaches if you don’t document things (or if your dev leaves).
If you’re not sure you need this, you probably don’t. Get the basics working first.
What to Ignore
There’s a lot of fluff out there about “360-degree customer views” and “AI-powered insights” from integrations. Ignore it. The real value is in:
- Not entering data twice
- Not losing calls or notes
- Not spending hours troubleshooting
If someone tries to sell you on features you don’t need, walk away.
Wrapping Up: Keep It Simple, Iterate Later
Integrating Prezcall with Salesforce isn’t rocket science, but it does take some planning. Start with the basics—just sync the calls and notes your team actually uses. Test everything yourself. If it breaks, check your mappings and permissions before you panic.
You can always get fancier down the line. But if you keep it simple, your data will stay clean and your team will actually use the integration. That’s as seamless as it gets.