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Append Salesforce Campaigns to Leads through Call Sumo Tracking Source


Once Salesforce is linked with Call Sumo, you can automatically create new Campaigns in Salesforce for each of your tracking sources

You can tell us to turn on and off the option to associate calls we send into Salesforce with Campaigns on the Salesforce integration page once we have linked your Call Sumo account to your Salesforce account.

You can also choose to map your Call Sumo Tracking Sources to existing campaigns that you have in SalesForce. 

As calls come in, Call Sumo will look for the caller in Salesforce and if the system finds them (based on their phone number), you will see a cloud in the far right column of the call log with the name “lead” which will be a link right into that lead record in Salesforce.

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