So, you want your calls, texts, and leads flowing smoothly between your phone system and Salesforce without a bunch of copy-pasting or lost info. You’re not alone—manual lead management wastes time and causes mistakes. If you’re using Justcalliq for calls (or thinking about it), connecting it to Salesforce can save you a ton of hassle.
This guide walks you through the actual steps, points out what’s worth your time (and what’s not), and helps you avoid some common headaches. If you’re in sales ops, manage a sales team, or just got handed this integration task, read on.
Why Integrate Justcalliq with Salesforce?
Before we dive in, let’s get real: integrations are only worth it if they save time or make life easier. Here’s what works with this setup:
- Automatic call and SMS logging. No more “Did I log that?” mysteries.
- Click-to-call and text from inside Salesforce. One less browser tab to juggle.
- Lead and contact syncing. Calls match up with the right records, so you don’t lose track.
- Better reporting. See what’s actually happening with leads—no need to chase reps for updates.
But: Fancy automations and “AI insights” are only as good as your data. If your Salesforce is a mess, fix that first.
Prerequisites: What You’ll Need
Don’t skip this! You’ll waste time if you don’t have the basics ready.
- A Justcalliq account with admin access.
- A Salesforce account (Enterprise, Unlimited, or Professional with API access—basically, you need API access).
- Admin rights in Salesforce.
- Browser (preferably Chrome).
- Patience—not everything is instant, and some things need to sync.
Pro tip: If you don’t have admin rights in both tools, get those sorted before you start. Half-done integrations are worse than none.
Step 1: Prep Your Salesforce Environment
You don’t want to sync garbage, so check these first:
- Clean up duplicate leads/contacts. Otherwise, you’ll get double-logged calls.
- Check field mappings. Are the lead/contact fields you care about actually in Salesforce?
- Decide who gets access. Not everyone needs to be able to call from Salesforce.
If you’re running a sandbox (test) environment, try the integration there first. It’s easy to break things if you’re new to this.
Step 2: Log in to Justcalliq and Find the Salesforce Integration
- Log in to your Justcalliq dashboard.
- Head to the Integrations section (usually in the sidebar).
- Search for Salesforce in the available integrations list.
If you don’t see Salesforce, double-check your Justcalliq plan. Some integrations are only available on higher tiers. If it’s missing, talk to support—sometimes features move around.
Step 3: Connect Your Salesforce Account
This is the “handshake” where Justcalliq gets API access to your Salesforce.
- Click Connect or Add Integration next to Salesforce.
- You’ll be redirected to Salesforce’s login page. Enter your credentials.
- Authorize Justcalliq to access your Salesforce data.
- What does this mean? Justcalliq can view, create, and update leads, contacts, and activities. If that scares you, check with your IT/security team.
- Wait for the confirmation. You should get a “Connected!” or similar message.
Heads up: If you use SSO (Single Sign-On) or have extra security (like IP restrictions), you may need to coordinate with IT. This is where most integrations stall.
Step 4: Set Up Sync Preferences and Field Mapping
Now for the nitty-gritty. This is where most people get tripped up. Don’t just click “next”—take 10 minutes to think this through.
Key decisions: - What gets synced? (Leads, contacts, both?) - Direction: One-way (Justcalliq → Salesforce), or two-way? - Field mapping: Which Justcalliq fields fill which Salesforce fields?
Typical Setup
- Log all calls and SMS as Salesforce activities.
- Match by phone number: If the number exists in Salesforce, log to that record.
- Create new leads: Optionally, for unknown numbers.
How to Do It
- In Justcalliq’s Salesforce integration settings, look for options like:
- Auto-log calls/SMS
- Create new lead if not found
- Field mapping or Advanced settings
- Map fields carefully. Don’t just accept the defaults if you care about custom Salesforce fields (e.g., Source, Campaign).
- Decide if you want to auto-create leads for new numbers (good for inbound sales, but can create clutter).
- Save your settings.
What to ignore: Overly complex workflows or “AI-powered” suggestions. Get the basics working first. You can always add bells and whistles later.
Step 5: Test the Integration
Don’t trust that it’s working—prove it.
- Find or create a test lead in Salesforce with your own phone number.
- Use Justcalliq to call or text that number.
- Check Salesforce: Did the activity show up in the right place? Is the info correct?
- Try an unknown number to test new lead creation (if enabled).
Troubleshooting tips: - No activity logged? Check API permissions and user access. - Wrong record? Look at your phone number format (e.g., +1 vs no country code). - Duplicate records? Your Salesforce hygiene needs work. Fix that before blaming the integration.
Step 6: Roll Out to Your Team
Once you’ve tested, get your team using it.
- Train users: Show them where calls and texts show up in Salesforce.
- Set expectations: Auto-logging isn’t magic; garbage in, garbage out.
- Monitor usage: Check reports to see if calls/SMS are being logged as expected.
Encourage feedback. If users hate the workflow, tweak your setup. Don’t force a system that makes things harder.
Step 7: Fine-Tune and Maintain
Integrations aren’t “set it and forget it.” A few things to keep in mind:
- Review field mappings quarterly. If you add new Salesforce fields, update your mapping.
- Watch for missed logs. If stuff stops syncing, OAuth tokens may need refreshing.
- Keep your numbers clean. Format matters: +1-555-123-4567 is not the same as 5551234567 to some systems.
- Stay skeptical of new features. “AI call scoring” sounds cool but rarely helps unless your basics are solid.
What Works, What Doesn’t, and What to Ignore
Works well:
- Basic call/SMS logging to the right records.
- Click-to-dial/text from Salesforce.
- Simple field mapping for standard workflows.
Not worth the headache (at first):
- Complex, multi-step automations.
- Relying on the integration to “fix” messy Salesforce data.
- Over-customizing: You’ll break more than you fix if you go wild here.
Ignore:
- Hype about “seamless AI automation” until you see it actually save time for your team.
- Integrations that promise to replace your CRM. They won’t.
Summary: Keep It Simple, Iterate as Needed
Getting Justcalliq and Salesforce talking to each other doesn’t have to be a nightmare. Focus on the basics: call/SMS logging and clean records. Set it up, test it yourself, and don’t be afraid to adjust as you go. The fancy stuff can wait until your team is actually using the basics day-to-day.
Remember: the best integration is the one your team actually uses. Start simple, make sure it works, and build from there.