Integration
Koachly works seamlessly with Salesforce
Koachly syncs call recordings, AI summaries, and coaching scores directly to Salesforce CRM. Auto-log calls, update deal stages, and surface rep coaching insights in Salesforce dashboards — without changing how your team works.
How it works
Up and running in 3 steps
Connect your Salesforce org in Koachly settings with a one-click OAuth flow — no admin required for standard orgs.
Koachly automatically logs every call, AI-generated summary, and coaching score to the relevant Salesforce Contact, Lead, or Opportunity.
View rep performance, deal velocity, and coaching trends directly inside your Salesforce dashboards using Koachly's custom report templates.
Key features
What this integration unlocks
Auto-log calls to Salesforce records
Every call is automatically linked to the matching Contact, Lead, or Opportunity in Salesforce — no manual data entry required.
AI summaries synced to Salesforce
Post-call AI summaries are written directly to Salesforce activity notes so your CRM data is always up to date.
Coaching scores on Salesforce records
See each rep's coaching score per prospect directly on the Salesforce Contact or Opportunity record.
Deal stage updates from call outcomes
Koachly's AI detects deal stage signals during calls and prompts Salesforce deal stage updates automatically.
Salesforce dashboard coaching views
Use Koachly's prebuilt Salesforce dashboard templates to surface team-wide coaching metrics in your Salesforce instance.
Opportunity-level coaching analytics
Correlate coaching quality scores with deal close rates using Koachly data inside Salesforce reports.
Use cases
Real teams, real results
Sales managers get coaching visibility inside Salesforce
Managers see rep coaching scores per Salesforce Opportunity without leaving the CRM. No new dashboards, no new logins — coaching data lives where deal data lives.
AEs auto-log call activity without manual entry
After every call, Koachly writes the summary, disposition, and coaching score directly to Salesforce so reps spend zero time on admin.
RevOps teams prove coaching ROI in Salesforce
Build Salesforce reports that correlate Koachly coaching quality scores with win rates and deal values. Quantify the revenue impact of your coaching program.
FAQs
Common questions about Koachly + Salesforce
No. The standard OAuth connection works for any Salesforce user with API access. You do not need a Salesforce admin to connect Koachly.
Koachly syncs with Contacts, Leads, Opportunities, and Tasks. Custom object support is available on Koachly's Enterprise plan.
Yes. Both Salesforce Sales Cloud and Service Cloud are fully supported. Koachly's integration works with any Salesforce org that has API access.
Yes. You can configure call-logging rules in Koachly to filter by call duration, outcome, rep, or team — so only relevant calls are written to Salesforce.
Explore more
Get started in under 60 seconds
Connect Koachly to Salesforce
and start coaching today.
No IT approval needed. No new workflows. Coaching starts from your first call.