LimeCall + Salesforce:
Connect Callbacks to Your CRM in Minutes
Every LimeCall callback automatically creates a Salesforce Lead, logs a call Activity, and fires your existing workflows — so your team spends time selling, not entering data.
How data flows from your website into Salesforce
From the moment a visitor requests a callback to the Lead being created in Salesforce — everything is automatic.
Website visitor
Clicks LimeCall widget and requests a callback
LimeCall callback
Connects visitor to your rep in 28 seconds
Call recorded
Duration, outcome, and recording captured
Synced to Salesforce
Lead created + Activity logged automatically
Connect accounts via OAuth
Go to LimeCall → Integrations → Salesforce. Click "Connect" and authorise with your Salesforce credentials. Done in under 2 minutes.
Map your fields
Choose which LimeCall data maps to which Salesforce Lead, Contact, or Activity field — including custom fields unique to your org.
Go live
Enable the integration and make a test call. Your Lead and Activity will appear in Salesforce within seconds. You're done.
Everything the LimeCall + Salesforce integration does
Six capabilities that eliminate manual CRM work and keep your pipeline moving.
Auto-create Lead or Contact on callback
Every callback request from a new visitor automatically creates a Salesforce Lead or Contact, populated with phone number, name, traffic source, and the page they called from.
Sync call recordings to Activity log
After each call, LimeCall logs a completed Call Activity in Salesforce with duration, outcome, and a direct link to the recording — giving reps full context before their next touch.
Map LimeCall fields to Salesforce custom fields
Use the field mapper in LimeCall to push any data point — widget name, agent ID, call disposition, campaign UTM — into any standard or custom Salesforce object field.
Trigger Salesforce workflows from call outcomes
Call outcomes update Salesforce records in real time, firing your existing workflows and flows: update Lead Status, create follow-up Tasks, send nurture emails, or progress an Opportunity stage.
View LimeCall call history inside Salesforce
Every call appears in the Salesforce Activity timeline chronologically. Reps see the complete call history for any lead or contact without leaving Salesforce.
Report on speed-to-lead by Salesforce campaign source
Correlate LimeCall callback speed with Salesforce Campaign source to identify which campaigns produce the fastest, highest-converting leads — and optimise budget accordingly.
Who uses LimeCall + Salesforce and how
Full context before every call
LimeCall pops the Salesforce Lead or Contact record the moment a callback is initiated. Reps see the prospect's history, open opportunities, and previous call notes before they say hello.
Trace which campaigns drive callbacks
UTM parameters captured by LimeCall sync to Salesforce Campaign fields. Marketing can report precisely which campaigns generate the most phone leads and the fastest follow-up times.
Automated deal progression
Connect call outcomes to Salesforce workflow rules. A 'Demo Booked' outcome can auto-create an Opportunity, set a stage, and assign a follow-up task — all without human intervention.
Speed-to-lead by campaign source
Build Salesforce reports that show average callback time segmented by Lead Source or Campaign. Identify the channels where fast response drives the most closed deals.
LimeCall + Salesforce vs the alternatives
| Feature | LimeCall + Salesforce | Manual logging | Other callback tools |
|---|---|---|---|
| Auto-create Lead/Contact | Yes | No | Partial |
| Call recording in Activity log | Yes | No | No |
| Custom field mapping | Yes | No | Partial |
| Trigger Salesforce workflows | Yes | No | No |
| Bidirectional sync | Yes | No | No |
| 5-minute setup | Yes | N/A | No |
| Speed-to-lead reporting | Yes | No | No |
Frequently asked questions
How does LimeCall integrate with Salesforce? +
LimeCall connects to Salesforce via a native OAuth integration. Authorise the connection from your LimeCall dashboard and every callback is automatically logged as a call Activity in Salesforce with caller name, number, duration, recording link, and outcome — no Zapier or developer required.
Does LimeCall automatically create Salesforce Leads or Contacts? +
Yes. When a new visitor requests a callback, LimeCall checks Salesforce for a matching Lead or Contact by phone number or email. If none exists, LimeCall creates a new Lead and populates all available fields. If a record already exists, LimeCall updates it and logs the call Activity against the existing record.
Can call recordings be stored in Salesforce? +
Yes. After every LimeCall callback, a call Activity is logged in the Salesforce record that includes a direct link to the call recording hosted in LimeCall. Your reps can listen to any call directly from within the Salesforce contact or lead record without leaving the CRM.
Can LimeCall trigger Salesforce workflows or Process Builder flows? +
Yes. Because LimeCall creates and updates Salesforce records in real time, any Salesforce workflow, Process Builder flow, or Flow that is triggered by Lead or Activity creation will fire automatically. You can use call outcomes to update Lead Status, assign tasks, send emails, or progress Opportunities.
Can I map custom LimeCall fields to Salesforce custom fields? +
Yes. LimeCall supports custom field mapping in the integration settings. You can map any LimeCall data point — such as campaign source, widget name, call outcome, or agent name — to any standard or custom field in your Salesforce Lead, Contact, or Activity objects.
Is the Salesforce integration available on all LimeCall plans? +
The Salesforce integration is available on the LimeCall Pro plan and above, which includes 500 calls per month, custom integrations, and API access. You can start a free trial of the Pro plan to test the integration before committing.
Ready to connect LimeCall with Salesforce?
5-minute setup · No developers · Free trial included
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All Integrations
See every tool LimeCall connects with.
Speed to Lead
Why responding in 28 seconds wins more deals.
Pricing
Simple plans that include CRM integrations.