Articles on: MyOperator

What is the benefit of Salesforce integration process with MyOperator?

⚡ Quick answer


Integrate MyOperator with Salesforce in about 20 minutes by installing our managed package, entering your MyOperator API key, and mapping the default call fields. Incoming calls instantly create a Lead (first touch) or Activity (repeat calls); outgoing calls placed from Salesforce are auto-logged the same way.


When should I use this guide?


Use this guide if you:


  • own a Salesforce Enterprise, Unlimited, Developer, or Sandbox org, and
  • want every MyOperator call—missed, answered, or outbound—to appear in Salesforce without manual data entry.



📕 Table of Contents


  1. Why integrate?
  2. Prerequisites
  3. Step-by-step setup (Sandbox → Production)
  4. Expected behaviour (call flows)
  5. Edge cases & limitations
  6. Testing & validation checklist
  7. Troubleshooting
  8. Related Articles



1 - Why integrate?


  • Single source of truth for call and CRM data.
  • Faster response times via click-to-call
  • Automatic call recordings and duration stored in Salesforce.


How the Integration works?



alt-text: “Call flow from MyOperator to Salesforce”


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2 — Prerequisites


Requirement

Where to get it

Notes

Salesforce org (Enterprise+ or Developer)

Salesforce Setup → Company Information

API Enabled must be “True”

MyOperator admin access

myoperator.com → Admin Panel

Copy the “Account API Key”

Sandbox creds (recommended)

Salesforce Sandboxes

Lets you test without polluting production



3 — Expected behaviour (call flows)


Incoming calls


  • First-ever call from a number → New Lead with pre-filled phone and creation time.
  • Subsequent calls → New Activity under that Lead.



Alt text: New Lead will be created whenever there is an incoming call on MyOperator.




Alt text: Leads are created with auto filled details


Outgoing calls


  • Click “Call with MyOperator” button on any Lead/Contact or custom object.
  • Call dials via MyOperator softphone; Activity auto-logs with duration + recording link.



Alt text: Under “Open Activities” you will get the details about duration and recording URL of the Call.



Alt text: Activities are created once a lead is formed for any incoming or outgoing calls are done



Alt text: Client can make an outgoing call and the data about that call will get sync under “Open Activities”


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4 — Edge cases & limitations (flip side)


  • No live call-pop inside Salesforce; notifications appear only after the webhook fires (1-3 sec).
  • Salesforce API daily limits apply—high-volume (>15k calls/day) orgs should enable Bulk API v2.
  • Leads deleted in Salesforce are NOT re-created automatically on the next call; they move to Activities on the associated Contact if one exists.


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5 — Testing & validation checklist


  1. Place an inbound call from an unknown number—confirm new Lead.
  2. Place another call from the same number—confirm Activity under the same Lead.
  3. Click-to-call from Salesforce—confirm outbound Activity + recording URL.



Keywords - MyOperator Salesforce integration, click-to-call Salesforce, MyOperator webhook, auto-create lead, call logging Salesforce

Updated on: 12/01/2026