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Salesforce + Kalem

Log calls and outcomes to Salesforce.

Push call records, transcripts and dispositions into Salesforce Sales Cloud or Service Cloud via Kalem webhooks and the Salesforce REST API.

Setup

  1. Create a Connected App in Salesforce with the api scope.
  2. Use the Salesforce REST API to upsert Task records from Kalem webhooks.
  3. Map disposition / sentiment / summary fields to your custom fields.

Provider docs: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_what_is_rest_api.htm

API reference

Endpoints, auth, examples.

Changelog

Recent platform and integration updates.

Related integrations

HubSpot

Sync contacts and log calls to HubSpot.