Salesforce Integration: Push Call Data and Contacts from Bevado to Salesforce
Push new contacts and call records from Bevado to Salesforce on every call. Keep your Salesforce pipeline current without manual entry from your team.
How It Works
Connect Salesforce in the Integrations tab. Map Bevado contact fields to Salesforce object fields. On each trigger event, Bevado creates or updates Lead and Contact records and logs an Activity with the call details.
- Creates or updates Salesforce Lead and Contact records
- Logs call activity with transcript and summary
- Field mapping from Bevado to Salesforce objects
- Intake form answers mapped to Lead fields
- Trigger on call end, intake submit, or new contact
- Works with standard and custom Salesforce fields
Who Uses This
Enterprise sales teams
Bevado handles the inbound call, Salesforce gets the lead record with full call context for your AEs.
Revenue operations
Keep pipeline data accurate without relying on reps to log calls manually after every conversation.
Marketing attribution
Track which campaigns are generating inbound calls by sourcing Salesforce Lead records from Bevado call data.
Frequently Asked Questions
Does it work with custom Salesforce objects?
Standard Lead and Contact objects are supported. Custom object mapping is available via the API and Zapier.
Are call transcripts stored in Salesforce?
Yes. Transcripts are logged as Activity records on the matching Lead or Contact.