How to Integrate FreJun with Salesforce: Complete Dialer Setup Guide (2026)

📅 Last verified: April 2026. Steps based on FreJun UI as of this date.

After completing this guide, you’ll have FreJun fully connected to Salesforce — with click-to-call buttons live inside your CRM, bidirectional contact sync active, and call activities logging automatically to your Salesforce activity feed.

Difficulty: Intermediate | Estimated time: 10–15 minutes (range: 5–45 min with troubleshooting)

How to Integrate FreJun with Salesforce

To integrate FreJun with Salesforce: (1) Go to Settings > Integrations in your FreJun dashboard. (2) Click Connect next to Salesforce. (3) Authorize FreJun in the Salesforce OAuth window by clicking Allow. (4) Install the FreJun Chrome Extension. (5) Log in to the extension using your FreJun credentials. Click-to-call buttons will appear next to phone numbers in Salesforce. Average setup time: 15 minutes. Requires Super Admin access in FreJun and Admin access in Salesforce.

Quick Overview:

• Connect: Authorize FreJun to access Salesforce via OAuth
• Configure: Install the Chrome Extension and map your fields
• Test: Verify click-to-call, contact sync, and call logging

Who This Is For: This guide is written for RevOps managers and Salesforce Admins at B2B SaaS companies who need to connect a cloud dialer to Salesforce. You’re starting from a state where FreJun and Salesforce are both active but not yet linked. You have Super Admin access in FreJun and Admin access in Salesforce.

Table of Contents

• 1. What You’ll Need
• 2. Key Concepts
• 3. Step-by-Step Guide
• 4. Configuration
• 5. Integrations
• 6. Testing
• 7. Troubleshooting
• 8. Best Practices
• 9. FreJun Advantages
• 10. FAQ
• 11. Next Steps

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What You’ll Need

Account & Access

• ☐ Active FreJun account (all tiers supported — view plans)
• ☐ Super Admin access in FreJun (required to connect/disconnect integrations)
• ☐ Active Salesforce account with Admin permissions
• ☐ Salesforce API access enabled on your org

Technical Prerequisites

• ☐ Google Chrome browser (for the FreJun Chrome Extension)
• ☐ FreJun Chrome Extension (installed during Step 4 of this guide)
• ☐ Stable internet connection

Data Needed

• ☐ Matching email addresses in both FreJun and Salesforce (required for user mapping)
• ☐ Phone numbers stored in Salesforce’s Phone or Mobile fields (FreJun only reads these two fields)

⚠️ Plan Note: The Salesforce integration is available on all FreJun plans at no additional cost. No upgrade is required. See full feature list.

🔐 Admin Access Required: Only a FreJun Super Admin can initiate or disconnect the Salesforce integration. Individual users can install the Chrome Extension independently after the org-level connection is established.

Before You Begin: Key Concepts

OAuth Authorization

OAuth is the secure handshake that lets FreJun access your Salesforce data without storing your password. When you click Allow in the Salesforce window, you grant FreJun read/write access to contacts, activities, and call logs. You can revoke this access at any time from Salesforce’s Connected Apps settings.

Bidirectional Sync

Bidirectional sync means data flows in both directions. When a call is logged in FreJun, it appears in Salesforce. When a contact is updated in Salesforce, FreJun reflects that change. This is different from one-way sync, where only one system updates the other.

Click-to-Call

Click-to-call is the button that appears next to phone numbers inside Salesforce after the Chrome Extension is installed. Clicking it initiates an outbound call directly from FreJun without manually dialing.

💡 Common Misconception: Many users expect contact sync to be instant. In practice, there is approximately a 5-minute delay for contact updates to propagate between systems. Call logs, however, post to the Salesforce activity feed in real time after a call ends.

How to Integrate FreJun with Salesforce: Step-by-Step

Phase 1: Connect FreJun to Salesforce (~5 min)

Step 1: Open the Integrations Page in FreJun

Log in to your FreJun account as a Super Admin.

• Click Settings in the left-hand navigation sidebar.
• Select Integrations from the Settings submenu.
• Confirm the Integrations page loads and displays available integration tiles.

✅ Verification: The Integrations page displays a grid of available integrations, including a Salesforce tile.

🔐 Admin Only: If you don’t see the Integrations menu, your account does not have Super Admin permissions. Contact your FreJun account owner to grant access.

Step 2: Initiate the Salesforce Connection

• Locate the Salesforce tile on the Integrations page.
• Click the Connect button on the Salesforce tile.
• A Salesforce OAuth authorization window opens in a new browser popup.

✅ Verification: A Salesforce login/authorization popup window appears. If the popup is blocked, allow popups for app.frejun.com in your browser settings.

💡 Pro Tip: Use the same browser session where you’re already logged into Salesforce as an Admin. This skips the Salesforce login step and takes you directly to the authorization screen.

Step 3: Authorize FreJun in Salesforce

• In the Salesforce OAuth popup, review the permissions FreJun is requesting (read/write access to contacts and activities).
• Click Allow to grant authorization.
• The popup closes automatically and returns you to the FreJun Integrations page.

✅ Verification: The Salesforce tile on the FreJun Integrations page now shows a green Connected status badge.

⚠️ Plan Note: This step requires Salesforce Admin permissions. If you receive an “Insufficient Privileges” error, your Salesforce account does not have the required API access. Ask your Salesforce Admin to enable API access for your profile.

✅ Phase 1 Complete. FreJun is now authorized to communicate with your Salesforce org. Time so far: ~5 minutes. Next: Install the Chrome Extension to enable click-to-call inside Salesforce.

Phase 2: Install the Chrome Extension (~3 min)

Step 4: Install the FreJun Chrome Extension

• Open the Chrome Web Store in a new tab.
• Search for FreJun or navigate directly to the FreJun extension listing.
• Click Add to Chrome, then confirm by clicking Add Extension in the browser prompt.
• Wait for the installation to complete (typically under 30 seconds).

✅ Verification: The FreJun extension icon (a small phone icon) appears in your Chrome browser toolbar, to the right of the address bar.

💡 Pro Tip: If you manage a team, deploy the extension via Google Workspace Admin Console using the extension ID. This pushes the extension to all team members’ browsers without requiring individual installs.

Step 5: Log In to the Chrome Extension

• Click the FreJun extension icon in your Chrome toolbar.
• Enter your FreJun account email and password in the login panel.
• Click Log In.
• Navigate to any Salesforce contact or lead record.
• Refresh the Salesforce page after logging in (this step is frequently missed — see Troubleshooting).

✅ Verification: Green click-to-call phone icons appear next to phone numbers in the Phone and Mobile fields on Salesforce contact and lead records.

💡 Pro Tip: If click-to-call buttons don’t appear after logging in, clear your browser cache and hard-refresh Salesforce (Ctrl+Shift+R on Windows, Cmd+Shift+R on Mac). This resolves the issue in over 90% of cases.

✅ Phase 2 Complete. Click-to-call is now live inside Salesforce. Time so far: ~8 minutes. Next: Configure field mapping and call logging settings.

Automate Your Sales Calling with FreJun

You’ve successfully connected FreJun to Salesforce. FreJun helps your sales team close more deals by eliminating manual dialing and data entry:

• ✓ Automatic call logging — every call posts to the Salesforce activity feed with duration, outcome, and recording
• ✓ AI-powered call summaries — FreJun writes call notes to CRM automatically, saving 5+ minutes per call
• ✓ Bidirectional contact sync — new Salesforce contacts appear in FreJun within 5 minutes, no manual import needed

Start free 3-day trial: Try FreJun Free | Book demo: Schedule Demo | View pricing: See Plans

Configuring the Salesforce Integration for Your Team

Call Logging Settings

By default, FreJun logs all completed calls to the Salesforce activity feed. You can customize what gets logged and how.

• Go to Settings > Integrations > Salesforce > Configure.
• Under Call Logging, toggle on or off the data points you want recorded.
• Click Save to apply changes.

Contact Auto-Creation

FreJun can automatically create new Salesforce contacts when a call comes from an unknown number. This feature is disabled by default.

• Navigate to Settings > Integrations > Salesforce > Configure.
• Find the Auto-Create Contacts toggle.
• Enable it if you want unknown callers added to Salesforce automatically.
• Set a default Lead Source value for auto-created contacts.

Field Mapping

FreJun reads phone numbers from Salesforce’s Phone and Mobile fields only. Custom phone fields are not scanned automatically.

• Go to Settings > Integrations > Salesforce > Field Mapping.
• Map FreJun data fields to your Salesforce custom fields as needed.
• Save your mapping configuration.

Setting	Default	Recommended	Why Change
Call Logging	Enabled	Enabled	Keeps activity feed accurate
Auto-Create Contacts	Disabled	Enabled (inbound teams)	Captures unknown callers as leads
Call Recording Sync	Enabled	Enabled	Attaches recordings to CRM records
Deal Stage Auto-Update	Disabled	Enabled	Reduces manual pipeline updates

💡 Pro Tip: Enable Deal Stage Auto-Update if your team uses Salesforce Opportunities. FreJun can automatically advance deal stages based on call outcomes (e.g., “Demo Completed” moves a deal from Prospecting to Qualification).

Connecting with Other Tools

Connecting with HubSpot

FreJun also offers a native HubSpot integration using the same OAuth flow. Go to Settings > Integrations > HubSpot > Connect. Full setup takes under 5 minutes. See the FreJun integrations directory for all supported CRMs.

Connecting with Zoho CRM

The Zoho integration follows an identical setup process to Salesforce. Navigate to Settings > Integrations > Zoho > Connect and authorize via OAuth.

Using Zapier for Unsupported Tools

If your CRM isn’t natively supported, FreJun connects to 1,000+ apps via Zapier. Use the FreJun Zapier app to trigger actions based on call events.

Integration	Available	Setup Time	Documentation
Salesforce	✅ Native	10–15 min	FreJun Integrations
HubSpot	✅ Native	5 min	FreJun Integrations
Zoho CRM	✅ Native	5 min	FreJun Integrations
Zapier	✅ Via Zapier	10 min	Zapier

💡 Don’t see your tool? Connect via Zapier or the FreJun API.

Test That the Salesforce Integration Works

Test 1: Click-to-Call Verification

• Open any Salesforce contact record with a phone number in the Phone or Mobile field.
• Click the green phone icon next to the number.
• Confirm FreJun initiates an outbound call.

✅ Success: FreJun opens a call window and dials the number.
❌ Failure: No icon appears or click has no effect → See Troubleshooting

Test 2: Call Log Sync Verification

• Complete a short test call (even 5 seconds is sufficient).
• Navigate to the contact’s Activity tab in Salesforce.
• Confirm a new call activity record appears with duration and outcome.

✅ Success: Call activity appears in Salesforce within 60 seconds of call completion.
❌ Failure: No activity record after 5 minutes → See Troubleshooting

Test 3: Contact Sync Verification

• Create a new contact in Salesforce with a phone number.
• Wait 5 minutes (sync is not instant).
• Search for the contact in FreJun’s contact directory.

✅ Success: Contact appears in FreJun with the correct phone number.
❌ Failure: Contact not found after 10 minutes → Check that the phone number is in the Phone or Mobile field, not a custom field.

Testing Checklist

• ☐ Click-to-call icons visible on Salesforce contact records
• ☐ Outbound call initiates when clicking the icon
• ☐ Call log appears in Salesforce activity feed after call ends
• ☐ New Salesforce contacts sync to FreJun within 5 minutes
• ☐ Call recordings attach to Salesforce activity records (if enabled)

Troubleshooting Common Issues

Issue: Click-to-Call Buttons Not Appearing in Salesforce

Symptoms: No phone icons next to contact phone numbers. FreJun extension icon shows as logged in, but Salesforce shows no change.

Common Causes: Salesforce page not refreshed after extension login; browser cache serving an old version of the Salesforce page; extension not properly installed or logged in.

Solution

• Refresh Salesforce: Press Ctrl+Shift+R (Windows) or Cmd+Shift+R (Mac) to hard-refresh. Navigate back to a contact record and check for icons.
• Clear Browser Cache: Go to Chrome Settings > Privacy and Security > Clear Browsing Data. Select Cached images and files and Cookies. Click Clear Data, then reload Salesforce.
• Reinstall the Extension: Remove the FreJun extension from Chrome. Reinstall from the Chrome Web Store. Log in again and refresh Salesforce.

✅ Expected Result: Green click-to-call icons appear next to phone numbers on contact and lead records.

Issue: “Insufficient Privileges” Error During OAuth Authorization

Symptoms: Error message appears during Step 3 when clicking Allow. Authorization window closes without connecting.

Common Causes: Salesforce user profile does not have API access enabled; Connected Apps policy in Salesforce restricts third-party OAuth.

Solution

• Enable API Access in Salesforce: In Salesforce, go to Setup > Users > Profiles. Edit the profile assigned to your admin user. Enable API Enabled under Administrative Permissions. Save and retry the FreJun OAuth flow.
• Check Connected Apps Policy: Go to Setup > Connected Apps OAuth Usage. Ensure FreJun is not blocked by an admin policy. Contact your Salesforce org admin if a policy restriction is in place.

✅ Expected Result: OAuth authorization completes and FreJun shows Connected status.

Issue: Call Logs Not Appearing in Salesforce Activity Feed

Symptoms: Calls complete in FreJun but no activity record appears in Salesforce. Activity feed shows no new entries after 5+ minutes.

Solution

• Check Call Logging Setting: Go to FreJun Settings > Integrations > Salesforce > Configure. Confirm Call Logging is toggled On. Save settings and make a test call.
• Verify Phone Field Mapping: Open the Salesforce contact record. Confirm the phone number is in the Phone or Mobile field (not a custom field). FreJun does not scan custom phone fields by default.

✅ Expected Result: Call activity appears in Salesforce within 60 seconds of call completion.

Still stuck? support@frejun.com

Best Practices for Salesforce Dialer Integration

1. Use Matching Email Addresses for User Mapping

Why: FreJun maps users between systems using email addresses. Mismatched emails cause call logs to appear under the wrong rep or not sync at all.

Do this: Audit your FreJun and Salesforce user lists before connecting. Ensure every sales rep uses the same email address in both platforms. Update mismatched emails before initiating the integration.

Don’t do this: Don’t use personal email addresses in one system and work emails in the other. Don’t create separate accounts for the same rep in either system.

2. Enable Auto-Create Contacts for Inbound Teams

Why: Inbound sales teams receive calls from unknown numbers. Without auto-create, these callers are never added to Salesforce, creating data gaps.

Do this: Enable Auto-Create Contacts in integration settings. Set a default Lead Source (e.g., “Inbound Call”) for auto-created records. Review auto-created contacts weekly to merge duplicates.

Don’t do this: Don’t enable auto-create if your team handles high volumes of spam calls — it will pollute your CRM with junk records.

3. Standardize Phone Number Formats in Salesforce

Why: FreJun matches contacts by phone number. Inconsistent formatting (e.g., +1-555-0100 vs 5550100) causes missed matches and duplicate records.

Do this: Run a Salesforce data quality audit before connecting. Standardize all phone numbers to E.164 format (+15550100). Use a Salesforce validation rule to enforce format on new records.

4. Train Reps on Call Disposition Codes Before Go-Live

Why: FreJun’s deal stage auto-update feature relies on reps selecting the correct call outcome. Inconsistent disposition usage breaks pipeline automation.

Do this: Define a standard set of call outcomes before enabling the integration. Train all reps on when to use each disposition code. Review disposition usage in FreJun analytics weekly for the first month.

5. Monitor Sync Health Weekly

Why: OAuth tokens can expire or be revoked, silently breaking the integration without alerting users.

Do this: Check Settings > Integrations > Salesforce weekly for connection status. Set a calendar reminder to verify sync health on the first Monday of each month..

How FreJun Outperforms Alternatives

1. Bidirectional Sync Included on All Plans

FreJun delivers true bidirectional sync between the dialer and Salesforce on every plan, including the entry-level tier. Data flows in both directions — call logs push to Salesforce, and contact updates in Salesforce pull into FreJun automatically.

• JustCall: Offers one-way sync on base plans; bidirectional sync requires a higher tier
• Kixie: No publicly documented bidirectional sync; users report needing developer assistance
• RingCentral: Salesforce integration available on Pro+ plans only, adding $10/user/month

FreJun savings: $1,200/year for a 10-user team compared to RingCentral’s add-on pricing.

2. AI Call Logging to CRM Activity Feed

FreJun’s AI automatically writes call summaries, action items, and outcomes directly to the Salesforce activity feed after every call. No manual note-taking required. Reps save 5+ minutes per call on post-call admin, CRM data quality improves because notes are consistent and complete, and managers get accurate pipeline visibility without chasing reps for updates.

3. Automatic Deal Stage Updates Based on Call Outcome

FreJun can advance Salesforce Opportunity stages automatically based on how a call is dispositioned. A “Demo Completed” outcome moves a deal from Prospecting to Qualification without any manual action. Pipeline data stays current in real time, sales managers get accurate forecasts without rep intervention, and RevOps teams spend less time cleaning stale pipeline data.

Feature	FreJun	JustCall	Kixie
Bidirectional Sync	✅ All plans	⚠️ Higher tier only	❌ Not documented
AI Call Logging	✅ Included	❌ Add-on	❌ Add-on
Click-to-Call in Salesforce	✅ Included	✅ Included	✅ Included
Setup Time (avg)	15 min	25 min	45 min+

Feature	FreJun	RingCentral	Aircall
Included on Base Plan	✅ Yes	❌ Pro+ only	⚠️ Limited
Deal Stage Auto-Update	✅ Native	❌ Manual	❌ Manual
Salesforce Integration Cost	$0 add-on	$10/user/mo	$15/user/mo
Onboarding Rating	89% excellent	71% excellent	74% excellent

Bottom line: For RevOps teams running Salesforce, FreJun delivers bidirectional sync, AI call logging, and deal stage automation at zero additional cost — features that competitors charge $10–$15/user/month to unlock. View FreJun’s full feature list or see how we compare: FreJun vs JustCall comparison.

Frequently Asked Questions

How long does the FreJun Salesforce integration take to set up?

The average setup time is 15 minutes. Phase 1 (OAuth connection) takes approximately 5 minutes, Phase 2 (Chrome Extension install and login) takes 3 minutes, and Phase 3 (configuration and testing) takes 5–10 minutes. 87% of FreJun users complete the full integration in under 10 minutes. Complex environments with custom field mapping may take up to 45 minutes.

Does FreJun work with Salesforce?

Yes. FreJun offers a native Salesforce integration with bidirectional contact sync, click-to-call, automatic call logging to the activity feed, and AI-generated call summaries. The integration is available on all FreJun plans at no additional cost. Setup takes 10–15 minutes and requires Super Admin access in FreJun and Admin access in Salesforce. See the FreJun integrations page for full details.

How do I sync custom fields between FreJun and Salesforce?

Custom field mapping is configured in Settings > Integrations > Salesforce > Field Mapping. FreJun automatically reads the standard Phone and Mobile fields. For custom phone fields or additional data fields, manually map them in the Field Mapping interface. Note that custom field mapping is not available on all plans — check your plan details before configuring.

Why is FreJun not showing in Salesforce after installation?

The most common cause is that the Salesforce page was not refreshed after logging into the FreJun Chrome Extension. Hard-refresh Salesforce using Ctrl+Shift+R (Windows) or Cmd+Shift+R (Mac). If icons still don’t appear, clear your browser cache and reinstall the extension. This resolves the issue in over 90% of reported cases. If the problem persists, contact support@frejun.com.

How to integrate a CRM with a phone system?

To integrate a CRM with a phone system: (1) Choose a dialer with a native CRM integration (such as FreJun for Salesforce). (2) Authorize the connection via OAuth in the dialer’s settings. (3) Install any required browser extensions. (4) Configure field mapping and call logging preferences. (5) Test click-to-call and activity sync. Native integrations are faster and more reliable than third-party connectors like Zapier.

What is the best CRM dialer for Salesforce?

FreJun is rated 4.7/5 on Capterra for Salesforce integration quality, with 89% of users rating onboarding as excellent or good. Key differentiators include bidirectional sync on all plans, AI call logging, and automatic deal stage updates — features that JustCall and Kixie offer only as paid add-ons. View FreJun’s full feature list.

Is my Salesforce data secure when connected to FreJun?

Yes. FreJun uses 256-bit AES encryption for all data in transit and at rest. The platform is SOC 2 Type II certified and GDPR compliant. OAuth credentials are encrypted and never stored in plain text. FreJun only accesses the Salesforce data fields explicitly authorized during the OAuth flow. See the FreJun security page for full details.

Can I undo the Salesforce integration?

Yes. Go to Settings > Integrations > Salesforce > Disconnect. This immediately stops data sync between the two systems. Historical call logs already synced to Salesforce remain in place and are not deleted. Existing Salesforce contact records are unchanged. You can reconnect at any time by repeating the OAuth authorization steps without any data loss.

What if I don’t have Super Admin access in FreJun?

Contact your FreJun account owner to grant Super Admin permissions. Account owners can manage permissions at Settings > Team > [User Name] > Permissions > Enable Super Admin. Individual users can install and log into the Chrome Extension without Super Admin access, but the org-level Salesforce connection must be initiated by a Super Admin. For pricing details, visit our pricing page.

What to Do Next

You’ve successfully connected FreJun to Salesforce, enabled click-to-call, and configured automatic call logging. Here’s how to maximize the value of your integration:

1. Set Up Team Access

Add your sales reps to FreJun so they can use click-to-call immediately:

• Go to Settings > Team > Invite Users
• Assign roles (Admin vs. Standard User) based on each rep’s responsibilities
• Share the Chrome Extension installation link with all team members

2. Explore Advanced Features

• AI Call Analysis: Automatically score calls and surface coaching opportunities — explore FreJun features
• Custom Reporting: Build call performance dashboards inside Salesforce using FreJun activity data
• Workflow Automation: Trigger Salesforce workflows based on FreJun call outcomes using the FreJun integrations ecosystem

3. Continue Learning

Explore our complete how-to guide library for more tutorials on getting the most from FreJun. Visit the Knowledge Base for detailed documentation.

Need help? Contact support: support@frejun.com

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