Salesforce

crm

Enterprise CRM, agent-aware.

Log every call against the right Salesforce account or opportunity. Updates fields with what was said.

What this does

  • Logs every call as a Task on the right Contact, Account, or Opportunity.

  • Creates Leads from new callers, auto-routed by your rules.

  • Updates Opportunity stage on call outcomes.

  • Reads the live owner so the agent can offer "shall I have Sarah call you back?" with the right name.

  • Plays well with your existing Salesforce automation. Just another source.

Why this matters

Real reasons Salesforce pays for itself, written for the businesses that actually use it.

Mid-market sales teams

Reps complain Salesforce admin eats their selling time. Foan writes the call notes for them so they're free to do the next call.

Multi-territory sales orgs

Salesforce already has the routing rules. Foan respects them, so the right Lead lands with the right rep without you re-implementing logic.

How it works

Setup takes a few minutes. The integration runs on every relevant call afterwards.

  1. 1

    Connect Salesforce

    OAuth. Your Salesforce org's standard external-app flow.

  2. 2

    Map call types to Salesforce objects

    Sales calls to Lead/Opportunity. Support calls to Case. Set defaults that match your existing workflow.

  3. 3

    Calls write back automatically

    Standard Salesforce Activity timeline gets every call. Reps see context they didn't take.

A real call

A reactivation call writing back to an Opportunity

Re-engagement campaign dialing dormant leads.

[Existing Opportunity: stage = Closed Lost. Salesforce updated: stage = Re-opened, owner pinged]

Best for

Mid-market and enterprise sales orgs

Teams that already run on Salesforce automation

Multi-territory sales orgs needing routing rules

Common questions

Which Salesforce edition?

▼

Professional and above. Essentials lacks the API access we need.

Custom fields?

▼

Yes. Map any custom field on Lead, Contact, or Opportunity. We render the mapping in your dashboard, not in Salesforce.

Worth doing the maths first

How much are missed calls actually costing you?

If you're not sure Salesforce pays for itself, run our calculator. Most service businesses recover the Foan subscription in the first three captured calls.

Open the missed-call calculator

Connect Salesforce to Foan

Click below to start the OAuth flow. We log you in if you're new, then redirect you straight into Salesforce's consent screen. Connect once, runs forever.

Connect Salesforce

Already a Foan customer? Skip to the integrations page

Connect Salesforce