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Your calls, written into Salesforce

Import contacts and leads from Salesforce, call them from ShareCo, and each call lands on the right record as a completed task with its summary, plus a next-step task with its date.

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ShareCoWritten to your CRM
ContactCRMCall taskNext step taskDue
1Maya LindqvistHubSpotWrittenCreatedThu
2Priya NatarajanSalesforceWrittenCreatedTue
3Omar HaddadHubSpotWrittenCreatedJan 8
4Sam RuizSalesforceTwo matches, kept for you
5Ava MoreauSalesforceWrittenCreatedFri
SalesforceCall loggedCompleted
Subject
Call: Meeting booked
Name
Priya Natarajan
Duration
6:40
Comments
Reps log calls from memory on Fridays. Wants a demo.
Next step task: demo Tue 10:00

How it works

Import a list
LinkedInConnections.csv412 peopleSalesforceContacts export1,208 peopleHubSpotQ4 targets96 people
1

Connect by signing in

A manager signs in to Salesforce once. No package to install.

harbour
  • Priya NatarajanVP Sales · Harbour MetalsSalesforceCall
  • Daniel OkaforOwner · Harbour FitoutsLinkedInFinding #
  • Leah BrennanSales Manager · Harbour Freight Co.HubSpotCall
  • Harbour Metals (main line)Imported list · Q4 targetsListCall
2

Call from your Salesforce lists

Contact and lead exports come in with owners and titles, marked as Salesforce.

SalesforceCall loggedCompleted
Subject
Call: Meeting booked
Name
Priya Natarajan
Duration
6:40
Comments
Reps log calls from memory on Fridays. Wants a demo.
Next step task: demo Tue 10:00
3

Tasks written back*

The call as a completed task on the Contact or Lead, and the next step as a task with its due date.

Also included

  • Any edition with API accessStandard Tasks, Contacts and Leads only.
  • Never on a guessIf a number matches two people, the call waits for you.
  • No voice add-onNo Agentforce, no Open CTI, no Service Cloud Voice.

* Salesforce write-back is in early access.

Questions

Does it need admin rights?

A manager signs in once. Calls are written as that connection.

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