How it connects
We do the wiring. You approve it.
No API keys, no Zap-building homework. CaughtLeads is done for you, and that includes connecting your tools.
Tell us where your leads should land
On the onboarding call you show us how your team uses Salesforce today: pipelines, owners, tags, and what counts as a new lead.
We wire the connection
Our team connects CaughtLeads to Salesforce through its API, Zapier, or n8n. You never touch a webhook or an API key unless you want to.
You approve a test lead
We push a clearly marked test record end to end and walk you through exactly where it landed in Salesforce before anything goes live.
Every caught lead flows in automatically
From then on, every answered call, booked appointment, and follow-up outcome is written into Salesforce with its recording and source attached.
Questions about the Salesforce connection
Do I have to set up the Salesforce connection myself?
No. CaughtLeads is a done-for-you service. Our team builds and tests the Salesforce connection during onboarding, and you approve it before it goes live.
What if my setup is unusual?
If Salesforce exposes it through its API, we can usually map to it. Custom fields, stages, round-robin owners, and tags are all normal requests.
Will this create duplicate records?
We match on phone number first, so a repeat caller updates the existing record instead of creating a new one. Dedupe rules are agreed with you during the test.
